# What Could Burst The AI Bubble? | Dalio & Buffett

Page: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/what-could-burst-the-ai-bubble-dalio-buffett
Text version: https://stenobird.com/podcast/the-john-johnston-lounge-3300872/what-could-burst-the-ai-bubble-dalio-buffett.md
Podcast: [The John Johnston Lounge](https://stenobird.com/podcast/the-john-johnston-lounge-3300872)
Published: 2026-06-30T11:00:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/thejohnjohnstonlounge/episodes/What-Could-Burst-The-AI-Bubble---Dalio--Buffett-e3lf4sg
Audio file: https://anchor.fm/s/351e66a0/podcast/play/122179920/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-30%2F427079158-44100-2-fae48b0da92ec.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-john-johnston-lounge-3300872/episodes/what-could-burst-the-ai-bubble-dalio-buffett
Duration seconds: 959

## Resource

John Johnston (JJ) breaks down what prominent investor Ray Dalio recently said about the AI bubble, and what he thinks could burst that market bubble. We also look at what legendary investor Warren Buffett said about why he sold Taiwan Semiconductor stock, and how that relates to the AI bubble. Related episodes: AI Bubble & SpaceX: What Could Happen in A Bust? | Grantham & Buffett https://open.spotify.com/episode/48X5eRowgV9GCTCnwabg5O SpaceX & AI: “Bigger Than The Dot Com Bubble” | Jim Chanos https://open.spotify.com/episode/0hywOjJLjvIs53nOXHQorl Dangerous AI Bubble: Retail Investors Are Being Conned | Ed Zitron https://open.spotify.com/episode/5mmybdVO6Jyc8hrcjbLCvn Referenced videos: AI Bubble Will Burst Eventually Says Bridgewater's Ray Dalio https://youtu.be/WZ7mmTrSgxI Warren Buffett on TSMC: There's nobody in their league in the chip business https://youtu.be/WZ7mmTrSgxI Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for general education and entertainment purposes only. Do your own analysis and seek professional financial advice before making any investment decision.

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