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AI Valuation Excess: Bubble or Justified Premium?

Photo by Solen Feyissa / Unsplash

The AI bubble narrative has achieved considerable currency, yet discourse persistently fixates on the Magnificent Seven—a narrow yet explicable focus, given their systemic scale and formidable capital commitments. Nevertheless, these entities maintain tenuous macroeconomic linkages, rendering any definitive assessment of genuine AI bubble conditions inherently fraught.

KC Law (Economist)

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KC Law (Economist)

Law Ka Chung is a Hong Kong economist and financial columnist.

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