The AI Multiplier: Why the Market is Correct on the Bubble and Still Missing the Discontinuity
Bubble Burst or Breakthrough? Navigating Agentic AI's Value Multiplier Amid Public Market Froth
Perhaps we should declare August “International AI Bubble Month.”
Several weeks ago, OpenAI CEO Sam Altman caused a stir when he told reporters following the troubled launch of GPT-5 that yes, possibly there is such a bubble. “Are we in a phase where investors as a whole are overexcited about AI? My opinion is yes. Is AI the most important thing to happen in a very long time? My opinion is also yes.”
His remarks rebounded around the internet and global markets:
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