Apollo economist says a 'painful repricing' of AI markets is possible(fortune.com)

15 pointsby u1hcw9nx5 dni temu1 comments

Apollo economist says a 'painful repricing' of AI markets is possible

https://fortune.com/2026/07/06/ai-productivity-gains-bubble-painful-repricing-markets-torsten-slok/

1 comments

The same company that applied absurd valuations to AI infra (see below) - I agree with the 'repricing' assessment to a severe degree, but what is one of the main investor's intention here?

https://peinsights.substack.com/p/apollo-and-blackstone-clos...