What about the AI bubble? What is your view?
What about the AI bubble? What is your view?
My response: without tech bubbles, or even periods of broad recession, we would not have companies like Amazon, Uber, and many others. So the issue is not the bubble itself. The real question is: what happens if you choose not to participate?
If you step in thoughtfully, manage your exposure, and stay disciplined, you position yourself to capture part of the future. Yes, ICT went through a bubble, but today, the most valuable companies in the world are technology-driven. Focusing only on the bubble misses the point.
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The real risk is the bubble of exclusion, the cost of not participating in the future as it is being created. History is clear: in the 1990s, many Nigerian banks hesitated to adopt ICT because they feared the IT bubble. They did not avoid risk; they simply encountered a different one, the risk of irrelevance.
There is risk in participating.
But there is also risk in sitting out.
And often, the greater risk is choosing not to try.
I do not fear an AI bubble. I fear missing the future, a certainty if I choose not to engage. My focus is to position strategically, so that even if AI cycles through a bubble, whatever emerges from it becomes a net positive.