Do we think that a pop of an AI bubble will not result in a massive wipe all across the board, not just with "AI enablers"? These companies are also going to lose value in a recession.
this post was submitted on 23 Feb 2026
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Big brain tech dude got yet another clueless take over at HackerNews etc? Here's the place to vent. Orange site, VC foolishness, all welcome.
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Investing is all about relative performance. If you think 'AI' stocks are a bubble. you think that some other stocks will do better than them over the next five years, and you can allocate your assets accordingly.
(IIUC) Like David said, it's a hedge against the bubble being real. GS certainly isn't pulling back from the void yet.