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Why “Free” Could Sink The AI Bubble
Yahoo Finance·2025-11-05 23:20

[00:00:04] Douglas: Lee, there's an emerging. Opinion that shorting the entire AI sector, that means utilities, it means the big tech companies. It means the financial firms that are, know, funding data centers. It means the venture capitalists that have put money into things like, you know, OpenAI, Anthropic. The theory is basically this AI is mostly free. Huge majority of the people, more than 99 out of a hundred peopleUntil then, I said it plainly: if people won’t pay for AI, the sector can’t make money, ...