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There was a nice podcast from Prof G Markets about how the bubble could collapse: https://www.youtube.com/watch?v=Oeepx2ZLrCA

In short it's companies turning to issuing debt, fuelled by increase in M&A activity, potential IPO of OpenAI, followed by collapse as tricks to increase revenue will fail to meet expectations and companies that mismanage debt will go bust.



Understood: sell everything as soon as OpenAI announces their IPO.




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