Collection
AI bubble debates
Updated 1h
Collection
Updated 1h
Jefferies’ Chris Wood Warns of ‘Massive Capital Destruction’ From US AI Boom
The most likely long-term outcome of the AI boom will be massive capital destruction in the US, with market share going to cheaper open-source Chinese models, according to Jefferies Financial Group Inc.
The AI Industry Has a Major Problem: Most People Aren’t Freaks Who Want an AI Agent Running Their Whole Life
There's a problem for AI agents like Meta's Muse: ordinary people don't seem very interested in what they're offering.
The "Big Short" Guy Who Called (And Cashed In On) The 2008 Housing Bubble Just Bet Against the AI Bubble While Betting on Financial Armageddon In The US
Michael Burry looked at the most hyped trade in human history and said “nah.” You should probably pay attention.
Timing Is Everything in the AI Bubble
This week's tech sell-off is a symptom of a deeper problem: no one knows when - or how - big tech's $1 trillion bet on AI is going to pay off.
Andrew Orlowski on Twitter / X
By far the shrewdest and most entertaining analyst of the AI bubble is Georg Zoeller, ex Facebook. Re-reading his DeepSeek reaction piece from 18 months, which holds up well. It was all so predictable: banning open source, the Red Menace, pivot to military. What has really… pic.twitter.com/38dX7vcrkC— Andrew Orlowski (@AndrewOrlowski) July 5, 2026
Arnaud Bertrand on Twitter / X
After reflection, this new narrative by Palantir is probably much more consequential than people may assume.Palantir is basically being the canary in the coal mine announcing the death of two major assumptions propping up the US economy right now: 1) that AI labs will be able… https://t.co/oLRdkWe8nL— Arnaud Bertrand (@RnaudBertrand) July 3, 2026
Ed Zitron Just Disproved the Core Claim Behind His AI Bubble Case
OpenAI financial data leaked to the industry’s biggest hater settles an open question — just not in his favor
Premium: What If...We're In An AI Bubble? (Part 1)
Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow indicative of AGI creating a “permanent underclass” of people that stops people from building software companies, or really doing any kind of job on the computer: Hyperbolic? Perhaps. But even
Daniela Gabor on Twitter / X
news from AI bubble:OpenAI plans to borrow USD 4bn from private equity TPG/Bain Capital/ Brookfield Asset Management, at 17.5% interest, to embed OpenAI products in their 2,000+ portfolio companies. literally paying Wall Street to force its products on their firms pic.twitter.com/SUPPTsXBg6— Daniela Gabor (@DanielaGabor) May 7, 2026
