Michael Burry looked at the most hyped trade in human history and said “nah.” You should probably pay attention.
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
Why the man behind 'The Hater's Guide to the AI Bubble' thinks Wall Street's hottest trade will go bust
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 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.
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?
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.
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
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
Meredith Whittaker on Twitter / X
Now that even Goldman, Sequoia, and other major investors are calling it, it's good to remember that the shakiness of the AI market, and the mismatch between capex and ROI, has been clear for a long time to those of us who look closely at the political economy of AI. https://t.co/dLLNAcW5Sn— Meredith Whittaker (@mer__edith) July 30, 2024
The LA Times’ Political Rating “AI” Is A Silly Joke Aimed At Validating Wealthy Media Ownership’s Inherent Bias
Late last year we wrote about how LA Times billionaire owner Patrick Soon-Shiong confidently announced that he was going to use AI to display “artificial intelligence-generated ratings”…
Will AI Destroy the Economy? (According to Economists: No.) | AI Reality Check | Cal Newport
24-year-old ex-OpenAI researcher Leopold Aschenbrenner built a $20B AI hedge fund called Situational Awareness. He bet heavily on AI related stocks until this week’s selloff led to a margin call and he had to liquidate his public portfolio. Actually sounds like a lack of situational awareness.
AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say
www.cnbc.com