There's good reason to believe that OpenAI's success (or failure) and the success of many other firms are correlated. If OpenAI's bubble bursts, then that is likely to spread to other close firms and – depending on severity – any other firms that are merely associated.
NVDA, MSFT, AAPL, META, and GOOG are all heavily investing in AI right now, and together make up 28% of the money tied up in S&P 500 indices. Simply investing in the S&P 500, which many people do, exposes you to meaningful downside risk of an AI bubble pop.
NVDA, MSFT, AAPL, META, and GOOG are all heavily investing in AI right now, and together make up 28% of the money tied up in S&P 500 indices. Simply investing in the S&P 500, which many people do, exposes you to meaningful downside risk of an AI bubble pop.