The Hallway Track
Industry Trends

Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

All-In Podcast · Sep 17, 2026 · Industry Trends

There is no AI bubble despite industry growth.

“Every child in America, all 70 million kids under the age of 18 deserve to have one of these accounts.”

Brad Gerstner claimed that there is no AI bubble and highlighted significant growth in the tech market, particularly in AI-related investments. This assertion is important as it challenges the current skepticism around AI's sustainability and paves the way for ongoing investment in this sector.

AI investment market_trends

Watch / read the original source →