AI mania may peak in 2028, with a bubble burst in 2029 and decades of growth after
sujingshen · x · 2026-07-29
A timeline for the AI boom, bubble, and long-term winners
The post quotes Wang Yuwen of HAIYIN Capital laying out a bold timeline: AI hype peaks in 2028, the bubble bursts in 2029, but the market rebounds within six months and then enters 20–30 years of prosperity.
He also makes several sweeping calls:
- Google’s ad business may disappear within a decade.
- Apple has lacked strategic vision since Jobs’ era.
- Tesla could become the first $10 trillion company.
- China’s real opportunity may be mobile behavioral data, a domain the U.S. cannot train on as easily.
The author says the exact dates are debatable, but the logic of the technology-cycle forecast is worth a careful look.
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