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Bridgewater Co-CIO Greg Jensen Warns AI Risks Mirror Early COVID

Bridgewater Associates co-chief investment officer Greg Jensen warned Friday that the risks of the AI boom resemble February 2020, likening current AI development to the earliest stage of the COVID-19 pandemic. “Unfortunately, this is like the situation in February 2020,” Jensen said. He added that history suggests little may be done until AI begins causing deaths, but that this outcome will come, and acting sooner would be far better.

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AI take

Jensen's comparison is notable less for its alarmism than for its framing: a systemic risk that markets and policymakers may not price until the damage is visible. Coming from Bridgewater, it signals that at least some large allocators are treating AI risk as a governance question rather than a purely technological one. The open question is whether such warnings from institutional investors shift corporate disclosure or regulatory attention before a triggering event, or remain a minority view.

Generated by AI for reference only.

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