Peter Thiel’s lieutenant warns AI bubble could burst before end of 2026

Peter Thiel’s lieutenant warned that the AI bubble could burst before the end of 2026, raising the prospect of tighter financing for AI-related ventures if investor skepticism about the technology’s sustainability persists. The caution flag matters because AI has been a major driver of both private funding and public-market valuations, and a shift in sentiment could ripple into crypto and other risk assets that have traded alongside the AI theme. The warning is forward-looking rather than a call on current prices, with no specific token, chain, or protocol singled out in the headline. What to watch next is whether investor caution builds into a broader pullback in AI-linked financing and whether that spillover reaches digital-asset markets.