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Damodaran: AI Bubble More Dangerous Than Internet Bubble

Published: 2026-07-26 20:43 Source: X: Rohan Paul (@rohanpaul_ai)

Valuation expert Damodaran points out two key differences between the AI bubble and the internet bubble: first, the scale of AI infrastructure investment is unprecedented, far exceeding that of the internet era, making the downturn more painful; second, this round of AI capital expenditure relies heavily on private debt financing rather than equity, so if defaults occur, risks will spread to the entire society, not just shareholders.

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