So many signs point to investors forgetting the basic principles of investing to chase hot AI stocks.
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
The Short Case for Nvidia Stock
All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.
It Appears That the AI Bubble Has Just Burst in China
Media reports argue that the AI bubble in China is already bursting, with AI stocks losing nearly half a trillion in the past few months.
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.
AI Is Starting to Look Like the Dot Com Bubble
As the AI market continues to balloon, experts are warning that its VC-driven rise is eerily similar to that of the dot com bubble.
Why the man behind 'The Hater's Guide to the AI Bubble' thinks Wall Street's hottest trade will go bust
The Economy Has Spoken: Stuff That’s AI-Generated Has Almost Zero Value
3D assets marketplace CGTrader is being flooded by AI slop, but nobody is buying it, suggesting AI isn't "repricing the market."
High-Priced Chips in Warehouses: Nvidia’s Big Con?
Nvidia is reaping record profits from AI chip demand, while the data center boom drives up computer prices for households and businesses.
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, AI edition
Investors are buying protection against an AI bust, just like they did with mortgage-backed securities before 2008...
I looked into CoreWeave and the abyss gazed back
The debt-laden AI compute company has been boosted by Nvidia.
AI Doesn't Have ROI
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What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
Money Bubble
I think I’m probably going to lose quite a lot of money in the next year or two. It’s partly AI’s fault, but not mostly. Nonetheless I’m mostly going to write about AI, because it intersects the technosphere, where I’ve lived for decades.
Don’t Believe the Hype — or Doom — About AI
For America’s VC-dominated tech industry, AI hype isn’t just a crazy by-product — it’s a structural part of the US economy in which capital tries to write our destinies. We shouldn’t let it.
