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“The probabilities that AI will not bust are slim to none. It meets every condition of the railroads and the Internet. It's a powerful idea that's attracted everybody's money... And so my guess is Nvidia will lead it down, and all the others will follow for a while, and then out of the ashes several of them will once again inherit the world.”
Said Jan 19, 2026Bloomberg 'Merryn Talks Money' podcast, January 19, 2026; reported by Business Insider / Yahoo Finance, January 20, 2026
No explicit deadline; resolves on whether the AI trade busts with Nvidia leading the decline.