https://67ailab.com/tags/ray-dalio/ Recent content in Ray Dalio on 67AI Lab Hugo en-us Sat, 12 Sep 2026 10:00:00 +0000 https://67ailab.com/posts/ray-dalio-ai-bubble-big-cycle/ Sat, 12 Sep 2026 10:00:00 +0000 https://67ailab.com/posts/ray-dalio-ai-bubble-big-cycle/ <p>Most commentary on the AI boom argues about the technology. Ray Dalio&rsquo;s argument is that the technology is beside the point.</p> <p>In a July 2026 interview on <em>The Diary Of A CEO</em>, the Bridgewater founder made a case that has little to do with whether large models keep improving. His claim is about timing: the AI boom is a textbook investment bubble arriving at the intersection of a late-stage debt cycle, deep internal political fracture, and a shifting world order — the same three ingredients that, in his reading of five centuries of history, have preceded every major restructuring of an economic and political order.</p>