Is the AI Bubble About to Be Tested?
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Note Pro: https://bit.ly/4c9s3bC NotePin S: https://bit.ly/46IANlt Use "PBOYLE" for 22% off Amazon: https://amzn.to/4xFP79Q Use "PBOYLE22" for 22% off Anthropic is preparing what could be the biggest IPO in history, at a reported valuation of around $2 trillion – while Nvidia, the company actually making money from AI, trades at its cheapest valuation in over a decade. In this video, finance professor Patrick Boyle looks at whether the AI boom is a bubble and what you would have to believe to pay $2 trillion for an AI lab. We cover the Anthropic and OpenAI IPO plans, why rising interest rates and a 5% ten-year Treasury yield are bad news for AI stocks, how "total addressable market" (TAM) estimates have been used to justify tech valuations from Amazon to Uber and WeWork, SoftBank's junk bonds and its $50 billion data-centre company SB Energy, the circular financing between Nvidia, OpenAI and SoftBank, and the AI price war with Chinese open-weight models like DeepSeek. Along the w
Tags: finance, trading, patrick boyle, on finance, cfa exam, kings college london, business school, quantitative finance, financial derivatives, personal finance, investing, investments, stock market, corporate finance, Anthropic, Anthropic IPO
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