Apollo economist says a 'painful repricing' of AI markets is possible
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14 points
1 comment
July 06, 2026
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Discussion Highlights (1 comments)
rooftopzen
The same company that applied absurd valuations to AI infra (see below) - I agree with the 'repricing' assessment to a severe degree, but what is one of the main investor's intention here? https://peinsights.substack.com/p/apollo-and-blackstone-clos...