Jon Gray Rebuts AI Bubble Warnings, Calls Demand ‘Parabolic’
TL;DR
Blackstone Inc. President Jon Gray said investors don’t need to fear that the boom in AI will turn into a bubble, just days after billionaire Ken Griffin said he fears the industry was “almost certainly” headed in that direction. Blackstone Inc. President Jon Gray said investors don’t need to fear that the boom in AI will turn into a bubble, just days after billionaire Ken Griffin said he fears the industry was “almost certainly” headed in that direction.
Nauti's Take
For small teams, Gray’s forecast is no reason to ramp infrastructure spending aggressively. First verify whether your AI workflows produce measurable time savings or revenue as usage grows, and map the provider pricing, data dependencies, and exit options that come with that growth.