AI Investment Bubble Concerns Escalate

These articles date from Oct–Nov 2026, about a year after the short-term prediction, so they say little about the near-term correction it forecast. Two items lean toward the falsification criterion that AI valuations kept climbing despite the warning: Anthropic's reported $2 trillion IPO valuation and Paul Tudor Jones's 1999-style AI-versus-market divide. A sharp AI-led selloff in November 2026 and widespread bubble warnings partly support the correction thesis, but they arrive late and show no clear flight to revenue-proven companies.