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Klarman warns of AI bubble: Steers clear of OpenAI and Anthropic, calls missing Palantir biggest regret
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Klarman warns of AI bubble: Steers clear of OpenAI and Anthropic, calls missing Palantir biggest regret

opalesque
3 months ago
Seth Klarman, the legendary investor who has managed Baupost Group for 44 years with only five losing years, issued a stark warning in a recent CNBC interview that the AI investment frenzy exhibits clear bubble characteristics. He explicitly refuses to invest in large language model companies like O...

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