📌 Billionaire Investor Just Revealed the AI Bet That Could Pay Off Big in 5 Years – Zerodha co-founder Nikhil Kamath and Coinbase CEO Brian Armstrong warned that the sky-high valuations of premium AI companies like OpenAI and Anthropic face a massive structural threat. The alarm arrives amid growing investor skepticism, as both leaders compared today’s AI frenzy to the dot-com
$SKY ,
Billionaire investor just revealed an AI contrarian bet he says could pay off in five years: back infrastructure and open models instead of today’s premium, sky‑high names. Zerodha co‑founder Nikhil Kamath and Coinbase CEO Brian Armstrong warned valuations at OpenAI and Anthropic face a massive structural threat, likening the AI frenzy to the dot‑com era and urging investor caution.
#Macro Insights# #SKY #NikhilKamath #BrianArmstrong
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