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Axios
Axios
Technology

Exclusive: Sierra co-founder sees an AI bubble — but there will be winners

Sierra Bret Taylor Axios Google Oil

Sierra co-founder Bret Taylor said the artificial intelligence boom "probably is a bubble" at Axios' AI+ Summit in San Francisco Thursday, but like the 1990s dot-com bubble, that depends on how you're invested.

The big picture: As the industry barrels forward, concerns about circular financing and valuation continue to fuel fears of about how the market would be rocked if the AI bubble pops.

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