AI Bubble's Hidden Liabilities: 75¢ of Every $1 Is Circular
Deep Values: Value Investing Deep Dives · Oct 24, 2026 · 19:34
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Oct 24, 2026 · 19:34
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We trace how 75 cents of every AI dollar circles between VC-backed startups and closed-model giants, then add the two liabilities the market ignores: agentic cyber risk and sovereign debt. With French yields above 5% and US deficits worse, the discount rate that anchors every valuation is moving.
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