---
title: "Tech Investor Dan Niles: AI Revenue Slowdown Demands Stock Picking"
type: signal
url: https://frontiernewswire.com/s/tech-investor-dan-niles-ai-revenue-slowdown-demands-stock-picking-e0f7bdab
published: 2026-11-06T03:47:37.000Z
byline: "Source: Bloomberg Tech"
---

# Tech Investor Dan Niles: AI Revenue Slowdown Demands Stock Picking

Source: Bloomberg Tech · Published 2026-11-06 · Canonical: https://frontiernewswire.com/s/tech-investor-dan-niles-ai-revenue-slowdown-demands-stock-picking-e0f7bdab

Niles Investment Management Founder and veteran tech investor Dan Niles says competition from open-source models is weighing on token prices and slowing revenue growth at leading artificial intelligence companies. He argues that steeper financing costs and postponed public listings mean valuations must adjust, requiring investors to be more selective rather than looking at all AI-linked assets as possible investment opportunities. (Source: Bloomberg)

In this story: [Open-weight models](https://frontiernewswire.com/topics/open-weight-models)

## Sources

- [Read the original at Bloomberg Tech](https://www.bloomberg.com/news/videos/2026-11-06/niles-ai-revenue-slowdown-demands-stock-picking-video)

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