Masters in Business · Friday, August 14, 2026
Ankur Crawford believes that talk of an AI bubble is overblown, though she acknowledges the trade has become more complex. She argues that the enduring value of AI lies in its potential to create significant benefits for humanity, citing advancements in healthcare and education. Despite short-term challenges and debates, she is confident that AI's ability to create value will be rewarded.
“Yes, I do think it's wildly overblown. I think they're Look. I think the trade has gotten a bit harder”
“Now, I structurally believe that we just talked about healthcare and the innovation curve in healthcare and what that can give back to society. That is true value.”
“I think it's the duration, I definitively think I think it's the I think maybe it's all of the above, really, but it's duration, it's the scale, it's the economics. All three of those is where I think they're pushing on the wrong on the wrong thread.”