Leverage in the AI build-out is neither to be applauded nor feared; what matters is how much debt there is and what backs it.

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Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.

• The massive AI build-out is the right thing to be doing, and the only thing that will slow it is supply. LTLip-Bu Tan18 Jun 2026similar wording
• Giving an AI long-run values risks those values sinking in deeper than the specific prohibitions against takeover that sit alongside them. RGRyan Greenblatt11 Aug 2026similar wording
• There is no way to capture a new technology’s upside without being exposed to the losses if the enthusiasm proves excessive. HMHoward Marks9 Dec 2025similar wording
• Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. RDRay Dalio10 Jun 2026similar wording
• Every hyped business attracts negative sentiment nobody has an incentive to correct — and inference makes sense as a business long-term, whatever the training costs are. DRDax Raad27 May 2026similar wording

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