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Motley Fool Money · Friday, July 31, 2026

AI as a Revolution, Not Just a Bubble: A Cautionary Investment Note

Andrew Page cautioned against dismissing AI as merely a bubble, comparing its revolutionary potential to the early internet. He advised listeners to avoid blindly buying into all AI-related stocks based on hype, suggesting that while some AI companies may be overvalued, the underlying technology is a fundamental shift with long-term implications.

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The tape

2 quotes
And so, you know, just I really would encourage people. Don't buy the hype of all valuations necessarily. Some will be cheap, by the way. We'll look, look, yeah, Amazon went to the moon. Yahoo went to the floor. Um, some, some of these companies are probably worth many, many times their current price, even though they are look expensive. Others may not be.
Andrew Page
But that's different from the internet itself was a revolution. And so was the internet a bubble? Hell no. And we're still, you've said it millions of times. We're still in the first innings, right? This is we are still 30 years later, realistically, since it kind of became a thing in any sort of widespread way. We're still scratching the surface.
Andrew Page
Heard on Motley Fool Money — “The importance of understanding the ‘base effect’. July 31, 2026, published Friday, July 31, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via Gemini audio transcription · $0.08