In The Big Short, investor Michael Burry says “One hallmark of mania is the rapid rise in the incidence and complexity of fraud.” Based on that assumption, Burry shorted the mania- and …
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.
People Loved the Dot-Com Boom. The A.I. Boom, Not So Much.
Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?
Is the online advertising bubble finally starting to pop?
I started calling online advertising a bubble in 2008. I made “The Advertising Bubble” a chapter in The Intention Economy in 2012. I’ve been unpacking what I figure ought to be ob…
The AI bubble isn’t new — Karl Marx explained the mechanisms behind it nearly 150 years ago
OpenAI CEO Sam Altman’s warning of an AI bubble highlights a deeper economic problem: capitalism is producing more capital than it can profitably invest.
Why the man behind 'The Hater's Guide to the AI Bubble' thinks Wall Street's hottest trade will go bust
'We're in a Bubble'
A lot of people have been saying we’re in a tech bubble for quite some time. Someday they’ll be right, but in the meantime, I thought it'd be fun to look back at some articles from the last 10...
Attention Is All You Need #2: This Time Is Different
What can we learn from the 2007 Global Financial Crisis and the 1990’s dot-com bubble?
The State Of The $1.7 Trillion AI Bubble: The End Of Thinking
Writing is thinking and thinking is understanding. Like understanding that the AI bubble has been around for a long time and that it's better to call it the data bubble.
Is Big Tech's AI Gamble Starting to Look Riskier? - Slashdot
The Washington Post looks at giant tech companies "feeding every available dollar into the cash-incinerating maw of AI machines." They warn "Tech superstars that once had oodles of cash left over at the end of each year are now flipping into the red..." [While optimists expect] huge corporate p...
Meet Ed Zitron, AI’s original prophet of doom - Fast Company
Zitron has built a small media empire on spleen-venting rants arguing that AI is not only a bubble but a fraud—one that’s headed for a spectacular crash. What if he’s right?
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
Cory Doctorow Predicts the AI Bubble Will Burst | The Tyee
The writer sees a shaky future for a technology that has many of us in a lather.
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
