‘Software bankruptcies incoming’ Black Swan author Nassim Taleb’s warning for IT sector

Nassim Taleb is waving a red flag for investors. The author of The Black Swan warns that the AI market rally is getting shaky and investors should brace for a spike in volatility and potential bankruptcies across the software sector.

According to Taleb, markets are underestimating deep structural risks while overestimating how long today’s AI leaders will stay on top. While AI promises huge profits, history shows that early pioneers are often replaced.