AI bubble debate: how far must CoreWeave, Nvidia, Oracle fall before bulls concede?
ericwdolan · x · 2026-11-03
Gary Marcus asked tech bulls how far CoreWeave, Nvidia, and Oracle would have to fall from their peaks before they'd admit the AI bubble popped. One responder called it a "controlled demolition," predicting some players will die and the rest get nationalized — a snapshot of the ongoing AI bubble debate.
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