Bloomberg Business
Region: US
Thursday 22 October 2026 19:30:49 GMT
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Attorney Ed Atkinson :
but the demand tanks if you charge the real price big boy
2026-10-22 20:18:42
14
Grrumpeh :
AI as a technology Will persist, however it is massively leveraged and over valued. He's up to his neck in it and so cant tell the truth, there is a valuation bubble and it will correct.
2026-10-22 19:36:14
48
TedJ. :
It’s a total bubble because the buildout has far exceeded consumer demand. That’s why the financial losses are parabolic, Jon
2026-10-22 23:48:03
0
shawtygetsfly :
This means it’s about to pop for sure lmao
2026-10-22 21:44:45
8
David James Revelas :
There’s demand for what it PROMISES not for what it is currently delivering. THAT is the key that he is missing in this discussion
2026-10-22 22:46:25
4
SapGuy77 :
There is no scenario that revenues will pay this current level of debt by AI companies. Just like fiberoptic cable and railroads, the people who buy the assets in bankruptcy for pennies on the dollar will be the winners.
2026-10-22 23:48:31
0
u53455455 :
the more they say it isn't a bubble, the more you know it is
2026-10-22 21:28:53
10
1of42 :
Cool. Show me the books where it is profitable.
2026-10-22 23:38:04
0
Chris :
Exactly right!
2026-10-22 23:25:54
0
hill297_ :
Does blackstone stand to gain or lose by acknowledging a bubble? My guess is they issued a lot of debt around data centers and frontier models
2026-10-22 19:40:09
9
m5cents :
What percentage of your business is concentrated in one business?
2026-10-22 23:15:12
1
AlekSanderSteven :
How about the dot com bubble as an analogy? Market overvalued companies with specific phrasing that turned out to be mostly PR.
2026-10-22 21:26:55
1
DHTaylor Analysis :
You also need to bring up the cost, which although there is demand, individuals need to pay 10x for what they are using in order to justify expenditures
2026-10-22 23:11:30
0
Josh.m.l :
This guy is missing it
2026-10-22 21:25:31
0
green_lawn_care :
Demand is up for free AI no one is paying for it. Your revenue is next to nothing compared to what you’re spending and it will continue. AI is not gonna be your life-saving. If you don’t have robots to put the AI in no one is paying for the AI I say that again.
2026-10-22 22:45:04
0
Seeeeeeeeb :
Lmao they are forcing the demand on us and then going “look at the amount of demand!”
2026-10-22 22:22:03
1
Cristobal :
Totally agree..what if pricing erodes or demand doesn’t sustain
2026-10-22 22:06:09
0
Placeholder :
If there wasn’t a problem, he wouldn’t be on tv
2026-10-22 20:56:57
2
0101hey0101 :
Bx thinks it can buildout the electricity grid? Haha we dont have a national grid and the govt doesn’t have the money. It just banned imports of power equipment that depends 80% on imports. This is not an investable environment
2026-10-22 20:11:38
2
The Receipts Archive :
Who is that demand and how much share of total demand are they?
2026-10-22 20:15:44
1
ai4harmony :
So it’s like President Trumps recent BURP
2026-10-22 21:20:14
1
Monks of The Way :
They ran out of money and China is giving it away for free. They are crashing hard and they want to ban open source😐
2026-10-22 22:00:04
1
user8715974668187 :
sure dude, if you say so
2026-10-22 20:26:35
1
0101hey0101 :
The mistake in bx thinking is that the US can get the parts to make ai happen with tariffs and bans, that the electricity grid can carry that load, that the debt can be serviced with the free cash flow, and that users will pay enough for tokens to monetize
2026-10-22 20:08:27
1
monty :
Bubble—->scam
2026-10-22 19:47:57
1
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