Milk Road Stocks(@MilkRoadStocks):Everyone calls AI the next railroad bubble. But Jan Van Eck pushes back hard. "Not all technologies are a bubble." Utilities in the US never had an implosion. The car industry had consolidation but never collapsed from overcapacity. The railroad bubble happened because of fragmentation. AI is different. The vertically integrated players control the full stack. "Not all the companies will be a winner" - but the mega-trend itself? That's not a bubble. FT @JanvanEck3 @vaneck

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Milk Road Stocks@MilkRoadStocks

2026.08.09 14:47

Everyone calls AI the next railroad bubble. But Jan Van Eck pushes back hard. "Not all technologies are a bubble." Utilities in the US never had an implosion. The car industry had consolidation but never collapsed from overcapacity. The railroad bubble happened because of fragmentation. AI is different. The vertically integrated players control the full stack. "Not all the companies will be a winner" - but the mega-trend itself? That's not a bubble. FT @JanvanEck3 @vaneck_us.