Loeb Debunks AI Bubble Theory: Investing is not about flushing the toilet; the craze has only just scratched the surface.

Loeb Debunks AI Bubble Theory: Investing is not about flushing the toilet; the craze has only just scratched the surface.
Third Point founder Dan Loeb is optimistic about AI, saying that the current craze is different from the internet bubble.
Major tech companies announced investments of over $700 billion this year and over $1 trillion next year for AI infrastructure, with strong profits and ample cash flow.
Next, focus on three things: whether related funds continue to flow in, whether on-chain transaction volume and holdings keep expanding, and whether project teams or regulators provide new confirmation information.
A single news flash can only indicate that sentiment has been ignited; subsequent data will determine whether it can develop into a trend.
Risks should also be on the table: Loeb takes Anthropic as an example: its latest valuation is $965 billion, with annualized revenue soaring from $14 billion to $47 billion.
He believes enterprise applications are just beginning, standing in the optimistic camp.
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