Please stop asking me when the AI bubble will pop
TL;DR
Emmanuel Roman, chief executive officer of Pacific Investment Management Co. (Pimco), during the Global Financial Leaders' Investment Summit in Hong Kong, China, on Tuesday, Nov. 3, 2026. | Bloomberg via Getty Images People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst.
Nauti's Take
Treat this source as a sentiment signal, not as a basis for investment or tooling decisions. Small teams should first test how dependent their AI workflow is on one provider, which price increases they could absorb, and whether their data, prompts, and processes can be exported if they need to switch.
Sources