Chart from FT: AI is not following a normal tech boom pattern. It is moving much faster.
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-29
Rohan Paul highlights a Financial Times chart and a Bank for International Settlements report showing that AI investment is accelerating far faster than prior tech booms, raising concerns about a high bar for business returns and systemic financial risk from a potential AI-linked market correction.
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Extraction
Topics: ai-investmenttech-boomfinancial-riskai-market-dynamics
Claims
- AI is not following the typical technology adoption curve — it is moving significantly faster than previous platform shifts.
- The investment cycle in AI has become so aggressive that the threshold for real business returns is rising very rapidly.
- The Bank for International Settlements warns that a major stock market correction tied to AI could have unusually broad economic consequences today because households now hold more equity relative to their wealth and income than in prior cycles.
Key quotes
AI is not following a normal tech boom pattern. It is moving much faster.
The investment cycle is now so aggressive that the bar for real business returns is getting very high, very fast.
A major stock market correction tied to AI could have wider effects today than before, because households now hold more shares compared with their wealth and income.