







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.
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

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?

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.

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 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.

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.
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.

What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.

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.

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.

Companies That Replaced Humans With AI Are Realizing Their Mistake
As AI agents have yet to pay for themselves, more and more executives are waking up to the sloppy reality of AI hype.

Yep, you are living in a Nvidia-led tech bubble
So many signs point to investors forgetting the basic principles of investing to chase hot AI stocks.
Ugly Numbers from Microsoft and ChatGPT Reveal that AI Demand is Already Shrinking
The only areas where AI is flourishing are shamming, spamming & scamming

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.

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…
