别再问我 AI 泡沫何时破裂
原标题：Please stop asking me when the AI bubble will pop
AI 摘要
The Verge AI 作者回应外界反复追问 AI 泡沫何时破裂，称自己无法预测，并援引彭博社关于华尔街 CEO 与大型资金管理者在 AI 风险上分歧的报道。PIMCO CEO Emmanuel Roman 警告 AI 市场将出现下行、随后会有机构出问题，并估算未来五年 AI 建设融资需求约 2 万亿美元；Apollo 总裁 Jim Zelter 也提示定价与经济演化存在不确定性。文章还列举 Meta、Oracle、Alphabet、微软的大规模发债，以及 Anthropic 63 亿美元债务融资，显示 AI 建设正大量涌入债市。
正文节选
People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst. I’ll tell you what I tell them: If I knew that, I would make a life-changing bet on the market, levered up as far as I could, and then, after I made my money, go retire on a beach somewhere. Maybe run a cat sanctuary, who knows. Please stop asking me when the AI bubble will pop I’m getting some real mixed messages here, boys! I’m getting some real mixed messages here,