“If investors continue to price AI companies as if they will capture the economic value of labor rather than the economic value of tools, valuations will outrun reality.”
I comment on the AI bubble risk in China Daily. www.chinadaily.com.cn/a/202512/11/...
chinadaily.com.cn
The bubble risk in AI investment boom
The more productive path forward is to recognize AI's strengths, acknowledge its limits and invest accordingly in the human capabilities that make any transformative technology truly valuable.