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
AI Is A Money Trap
In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that
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.
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.
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.
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.
Spending on AI Is at Epic Levels. Will It Ever Pay Off?
Tech companies are pouring hundreds of billions into data centers, taking on heavy debt, but current revenue is relatively tiny. Critics warn of a new dot-com bubble.
State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.
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
Report - Brace for Impact: Protecting People and the Economy when the AI Bubble Bursts — Open Markets Institute
Our report in partnership with Americans for Financial Reform outlines vulnerabilities in the financial system and wider economy that could intensify an AI crash into the next financial crisis, and provides steps that policymakers can take to mitigate the damage and protect everyday people from bear
'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...
Will the AI IPO boom make S.F. richer, or wipe out what’s left of its middle class?
OPINION: Anthropic and OpenAI plan IPOs that make previous tech booms look tiny. If San Francisco wants to benefit, our leaders need far more urgency on housing, the editorial board writes.
Watching the Generative AI Hype Bubble Deflate – Ash Center
As a part of the Allen Lab’s Political Economy of AI Essay Collection, David Gray Widder and Mar Hicks draw on the history of tech hype cycles to warn against the harmful effects of the current generative AI bubble.
Will AI Destroy the Economy? (According to Economists: No.) | AI Reality Check | Cal Newport