3D assets marketplace CGTrader is being flooded by AI slop, but nobody is buying it, suggesting AI isn't "repricing the market."
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
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 becoming a shopping channel: report
And 34% of shoppers now use the tech
Ugly Numbers from Microsoft and ChatGPT Reveal that AI Demand is Already Shrinking
The only areas where AI is flourishing are shamming, spamming & scamming
Import AI 452: Scaling laws for cyberwar; rising tides of AI automation; and a puzzle over gDP forecasting
How much could AI revolutionize the economy?
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
AI Benefits - But at What Cost?
In 2026 we can all agree that AI and agentic development are certainly exciting topics which many see yielding great productivity gains. But as the investor-subsidized pricing of these services gives way to realistic and profitable business models, where will the real costs land?
AI Economy Institute - Microsoft Research
The AI Economy Institute (AIEI) is Microsoft’s flagship think tank dedicated to shaping an inclusive, trustworthy AI economy. We building a network of scholars and convening that network with our subject matter experts to explore how artificial intelligence is transforming work, education, and productivity – and making this knowledge base available to policy-makers, educators, and […]
AI Doesn't Have ROI
If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s
The Big Short, AI edition
Investors are buying protection against an AI bust, just like they did with mortgage-backed securities before 2008...
We're Not Building AI Features for the Money
From the Zed Blog: Why Zed invests in AI, and the future we're building toward.
AI's Economics Don't Make Sense
If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 5,000 to 18,000 words, including vast, detailed analyses of NVIDIA, Anthropic and OpenAI’s finances,
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.
