#266 - Is AI a Bubble with Gabelli Portfolio Manager John Belton
Tue Jan 27 2026
On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings.
On the show we discuss:
Which segment of the AI value chain faces the best prospects
Whether large language models face the risk of commoditization
If AI will kill software and SaaS companies
Whether we should be concerned about valuations within AI
And more!
More
On today’s show we welcome special guest, Gabelli Portfolio Manager John Belton. Gabelli is a globally diversified, research-driven financial services firm with extensive investment offerings. On the show we discuss: Which segment of the AI value chain faces the best prospects Whether large language models face the risk of commoditization If AI will kill software and SaaS companies Whether we should be concerned about valuations within AI And more!