#100 - Rajiv Jain: AI Hype Echoes Past Tech Bubble Risks
Dec 9, 2025
45:33
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Rajiv, CIO and Founder at GQG, managing $167 billion in assets (as of 9/30/25), warns today’s AI boom echoes the dot-com bubble. From stretched valuations to unsustainable spending, he sees cracks forming beneath the surface.
