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Mark Cuban

Founder, Mark Cuban Cost Plus Drug Company

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Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

Mark Cuban argues the AI boom is not a classic dot-com-style consumer bubble, but it could still wipe out overextended VCs, PE, and infrastructure investors. He says enterprise AI is far harder than expected, current models still fail at basic workflows, and the next big shift will likely come from world models, video, and AI-first teams rather than full job replacement.