‘It’s very hard to understand when a bubble might pop’ – Impactive Capital’s Lauren Taylor Wolfe (AIQ:NASDAQ)
· seekingalpha.com
AI investment bubble risks: Impactive’s Wolfe questions $3T AI capex returns, neocloud borrowing costs, and CFO scrutiny.
It is "very hard to understand when a bubble might pop," said Lauren Taylor Wolfe, managing partner at Impactive Capital.
Wolfe expressed deep uncertainty abou...