The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock

Jerry Murdoch predicts an AI bubble burst between late 2024 and 2027 if geopolitical conflicts escalate, citing dangerous credit market complacency and the vulnerability of neocloud providers to capital inefficiency. The analysis contrasts surviving hyperscalers with failing startups while projecting a shift toward continuous learning architectures that will render static models obsolete within a decade. Strategic guidance emphasizes investing in foundational sandboxes, unique data assets, and companies capable of genuine margin generation rather than mere revenue expansion.