Tech selloff could pop the AI bubble as Musk, Altman and Amodei warn the race is moving too fast
krassenstein · x · 2026-09-13
The author expects a sharp tech selloff at Monday's open and warns it could pop the AI bubble and tip the economy toward recession.
Key points:
- Musk, Sam Altman, and Dario Amodei are all warning that AI is moving too fast and may need to slow for 1-2 years
- If the industry actually slows, that means fewer data centers and GPUs, potentially hundreds of billions less in near-term AI spending
- Wall Street has priced in an AI boom and is not remotely pricing in a stall
Not investment advice — a personal market take on the tension between safety calls and the capex-driven rally.
Related event: AI Slowdown Signals from Top Lab CEOs Spark Bubble Fears(4 posts)→
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