{"id":6170,"date":"2025-10-20T21:05:22","date_gmt":"2025-10-21T04:05:22","guid":{"rendered":"https:\/\/dev.darsky.com\/dalton\/?p=6170"},"modified":"2025-10-20T21:05:23","modified_gmt":"2025-10-21T04:05:23","slug":"dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference","status":"publish","type":"post","link":"https:\/\/dev.darsky.com\/dalton\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\/","title":{"rendered":"Dalton Partner Discusses AI \u201cBubble\u201d Debate at Salesforce Annual Conference"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><br>Dalton Investments Partner Owens Huang was featured in Central News Agency (CNA) Taiwan\u2019s coverage of Salesforce\u2019s annual Dreamforce conference in San Francisco, where he commented on ongoing debate surrounding whether AI has entered a \u201cbubble\u201d phase. Mr. Huang argued that while some companies lack cash flow support, major tech leaders like Nvidia, Microsoft, and Google remain reasonably valued \u2014 suggesting that today\u2019s AI momentum differs fundamentally from the dot-com era. He emphasized that the AI revolution\u2019s scale could even surpass the electrical revolution of a century ago, noting rapid advances such as the transition from text-based to video-generating models. For the full, original article, please access it <a href=\"https:\/\/www.cna.com.tw\/news\/ait\/202510160145.aspx\">here<\/a>.  (The article is in Mandarin but it can be translated using their preferred translation services)<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dalton Investments Partner Owens Huang was featured in Central News Agency (CNA) Taiwan\u2019s coverage of Salesforce\u2019s annual Dreamforce conference in San Francisco, where he commented on ongoing debate surrounding whether AI has entered a \u201cbubble\u201d phase. Mr. Huang argued that \u2026<br \/><a class=\"read-more\" href=\"https:\/\/dev.darsky.com\/dalton\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\/\">read more &gt;<\/a><\/p>\n","protected":false},"author":717,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_links_to":"","_links_to_target":""},"categories":[16],"tags":[],"class_list":["post-6170","post","type-post","status-publish","format-standard","hentry","category-dalton-in-the-news","wpautop"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Dalton Partner Discusses AI \u201cBubble\u201d Debate at Salesforce Annual Conference - Dalton Investments<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dev.darsky.com\/dalton\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Dalton Partner Discusses AI \u201cBubble\u201d Debate at Salesforce Annual Conference - Dalton Investments\" \/>\n<meta property=\"og:description\" content=\"Dalton Investments Partner Owens Huang was featured in Central News Agency (CNA) Taiwan\u2019s coverage of Salesforce\u2019s annual Dreamforce conference in San Francisco, where he commented on ongoing debate surrounding whether AI has entered a \u201cbubble\u201d phase. Mr. Huang argued that \u2026read more &gt;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/dev.darsky.com\/dalton\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\/\" \/>\n<meta property=\"og:site_name\" content=\"Dalton Investments\" \/>\n<meta property=\"article:published_time\" content=\"2025-10-21T04:05:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-10-21T04:05:23+00:00\" \/>\n<meta name=\"author\" content=\"Alina Peon\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Alina Peon\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/dev.darsky.com\\\/dalton\\\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/dev.darsky.com\\\/dalton\\\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\\\/\"},\"author\":{\"name\":\"Alina Peon\",\"@id\":\"https:\\\/\\\/dev.darsky.com\\\/dalton\\\/#\\\/schema\\\/person\\\/af08bb90727a294b75768307cea043c7\"},\"headline\":\"Dalton Partner Discusses AI \u201cBubble\u201d Debate at Salesforce Annual Conference\",\"datePublished\":\"2025-10-21T04:05:22+00:00\",\"dateModified\":\"2025-10-21T04:05:23+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/dev.darsky.com\\\/dalton\\\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\\\/\"},\"wordCount\":136,\"articleSection\":[\"Dalton in the News\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/dev.darsky.com\\\/dalton\\\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\\\/\",\"url\":\"https:\\\/\\\/dev.darsky.com\\\/dalton\\\/dalton-partner-discusses-ai-bubble-debate-at-salesforce-annual-conference\\\/\",\"name\":\"Dalton Partner Discusses AI \u201cBubble\u201d Debate at Salesforce Annual Conference - 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