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 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 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.
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.
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
AI boom means US is now ‘investing more’ in fossil-fuel power than China - Carbon Brief
The “data-centre boom” is driving a surge in gas investment in the US, pushing its fossil-power spending ahead of China, according to the IEA
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.
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.
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?
Want to understand the current state of AI? Check out these charts.
According to Stanford’s 2026 AI Index, AI is sprinting, and we’re struggling to keep up.
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 Benefits of Bubbles
We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result?
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.
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?
