Dalio's brain back in '16.
From Reuters via MSN, January 26:
Spending on artificial intelligence by large corporations will continue to grow exponentially and reshape the economy, Bridgewater Associates' co-chief investment officers said in a client note on Monday.
AI has emerged as the key driver of global corporate investment and a central force behind the market rally, altering capital spending plans across industries.
A surge in corporate spending across the AI supply chain, from data center infrastructure to chips and power, has helped lift equity markets even as worries grow over a potential market bubble and the boom's sustainability.
"Straightforward game-theoretic calculations make it unacceptable for these companies to accept falling behind rivals by even a few months of progress, so one company’s decision to spend more aggressively on AI capex compels others to follow," the investment firm's co-CIOs Bob Prince, Greg Jensen and Karen Karniol-Tambour wrote.
Global stocks swung sharply in the fall as growing concern over a potential AI stock bubble weighed on sentiment and heightened the risk of a selloff. Still, Wall Street’s main indexes ended 2025 with double-digit gains, buoyed by strong investor demand for AI-linked stocks.
Bridgewater CIOs said a surge in AI capital spending could increase inflation as higher demand pushes up prices of items in its ecosystem, including chips and electricity....
....MORE
We are seeing more mentions of inflationary effects of the big buildout.
And Ray's brain?
December 2016 - Bridgewater, World’s Largest Hedge Fund, Is Building An Algorithmic Model Of Ray Dalio's Brain
January 2017 - Frederick Taylor and Ray Dalio's Brain: "Working for an Algorithm Might Be an Improvement"
January 2017 - Bridgewater's Ray Dalio Really Didn't Like The Wall Street Journal Story on His Brain (he's also against fake news)
October 2025 - "Ray Dalio Has Created an A.I. Clone of Himself to Pass on His Wisdom"
Let's hope this works better than the last one.
