Ray Dalio cảnh báo bong bóng thị trường AI có mức độ nghiêm trọng tương đương với các cuộc sụp đổ năm 1929 và 2000

The Wall Street Journal reports that Ray Dalio, founder of Bridgewater Associates, said the current AI market bubble exhibits characteristics similar to those before the 1929 Great Depression and the 2000 dot-com crash. Ray Dalio agrees with Jeremy Grantham’s assessment of the largest investment bubble in U.S. history and noted that asset prices could plummet from $100 to $25. Rising interest rates and a surge in stock offerings are triggering factors; SpaceX has completed a large-scale IPO, while Anthropic and OpenAI are racing toward a $100 billion valuation. Goldman Sachs, Apollo, and BCA Research acknowledge the presence of a profit bubble in the technology sector. Ray Dalio warned that the bursting of this bubble could become a catalyst for political polarization and geopolitical conflict.