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The AI Boom Will Pull Back, Warns Former SEC Chair Gary Gensler

TL;DR

Former SEC Chair Gary Gensler says history suggests today’s AI investment boom will not continue indefinitely. He's expecting some form of slowdown or reversal within the next 18 to 30 months, and says mounting debt could determine how disruptive that correction becomes. Gensler also weighs in on interest rates, monetary policy, financial stability, and the possibility that the U. S.

Nauti's Take

For small teams, this is first an investment question: test whether your AI workflows still work if API prices rise, funding tightens, or infrastructure becomes less available. Keep new projects flexible, avoid long capacity commitments where possible, and track operating cost, utilization, and the effort required to switch models.

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