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News · January 27, 2026

‘Wait for it to pop’: Orlando Bravo on the AI bubble and vibe-coding revolution

Orlando Bravo sat down with Liz Hoffman, a senior Wall Street and deals reporter at Semafor, to discuss the rapid rise of AI investment and his view that the market is showing bubble-like behavior. Drawing on lessons from past tech cycles, he emphasized the importance of discipline as companies expand AI spending and adoption.

Read the full article here.