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Business Insider - Hedge Fund Exec Bridgewater AI Entering Dangerous Phase
webCredibility Rating
3/5
Good(3)Good quality. Reputable source with community review or editorial standards, but less rigorous than peer-reviewed venues.
Rating inherited from publication venue: Business Insider
A paywalled Business Insider article summarizing a podcast interview with a senior Bridgewater executive; relevant as a data point on how major institutional investors are framing AI risk and scale in late 2025, though limited in technical depth.
Metadata
Importance: 22/100news articlenews
Summary
Bridgewater Associates co-CIO Greg Jensen argues that the AI investment bubble has not yet arrived, warning that most investors still fail to grasp the transformative scale of AI. He describes AI as entering a 'dangerous' new phase where massive capital deployment is imminent, and that markets, geopolitics, and economic growth will be radically reshaped.
Key Points
- •Jensen believes the real AI speculative bubble is still ahead, not already past, contrary to dot-com bubble comparisons made by Bill Gates and Michael Burry.
- •He warns investors 'have no idea what's hitting them' as AI capital spending accelerates rapidly.
- •Jensen frames AI as entering a 'dangerous' new phase, suggesting systemic risks to markets and geopolitics.
- •He argues the world hasn't yet reached the speculative phase typical of major technology bubbles.
- •The article reflects growing institutional finance concern about AI's macroeconomic and structural impacts.
Cited by 1 page
| Page | Type | Quality |
|---|---|---|
| Bridgewater AIA Labs | Organization | 66.0 |
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[AI](https://www.businessinsider.com/artificial-intelligence)
# 'The bubble is ahead of us': Bridgewater exec says investors still don't get how big AI is
By
[Thibault Spirlet](https://www.businessinsider.com/author/thibault-spirlet)
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Bridgewater Associates co-CIO Greg Jensen.Bridgewater Associates
Nov 27, 2025, 6:48 AM ET
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- Greg Jensen said the real AI bubble is still ahead as investors miss its scale.
- Bridgewater's co-CIO said AI is entering a 'dangerous' new phase and Wall Street still isn't ready.
- He said investors have 'no idea what's hitting them' as AI spending accelerates.
Investors who are convinced the [AI boom](https://www.businessinsider.com/ai-bubble-debate-business-leaders-sam-altman-bill-gates-2025-11) has gone too far should brace for what's about to hit the market, Greg Jensen, co-chief investment officer at Bridgewater Associates, said in a recent interview.
Jensen — who said he has spent more than a decade working with machine learning — said the market still hasn't grasped how transformative the technology will be or how much capital is about to flood into it.
"The bubble is ahead of us, not behind us," he said in an interview on the "In Good Company" podcast on Wednesday with Norges Bank Investment Management CEO Nicolai Tangen.
While some business leaders and investors, such as [Bill Gates](https://www.businessinsider.com/bill-gates-ai-bubble-similar-dot-com-bubble-2025-10) and [Michael Burry,](https://www.businessinsider.com/big-short-michael-burry-substack-blog-nvidia-ai-dotcom-bubble-2025-11) have said that the AI boom resembles the dot-com era, Jensen said the world hasn't even reached the speculative phase
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