Investors are buying protection against an AI bust, just like they did with mortgage-backed securities before 2008...
Report - Brace for Impact: Protecting People and the Economy when the AI Bubble Bursts — Open Markets Institute
Our report in partnership with Americans for Financial Reform outlines vulnerabilities in the financial system and wider economy that could intensify an AI crash into the next financial crisis, and provides steps that policymakers can take to mitigate the damage and protect everyday people from bear
AI Companies Are Trying to Hide a Staggering Amount of Debt
AI companies are pouring tens of billions of dollars into enormous data centers. They're being built on top of a mountain of hidden debt.
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 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."
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
Up the Stack: How AI’s Escape From the Commodity Trap Risks Enterprise Lock-in
Critics and boosters are both looking in the wrong place
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.
AI CEOs are fear-profiting
AI CEOs are winning investors but risk losing customers with messaging.
In 2025, venture capital can’t pretend everything is fine any more
Venture capital is screwed. A bubble in AI is their last hope, and they’re betting everything on Sam Altman. It’s heartwarming. Today, we have the Pitchbook-NVCA Venture Monitor for Q1 2025. This i…
How a 40-Minute Window Brought Down a $10 Billion AI Startup: The Mercor Data Breach, Explained
A poisoned open-source package, a credential-stealing payload, and 4 terabytes of stolen data here’s what every AI company needs to learn…
Top AI Security Incidents of 2025 Revealed | Adversa AI
Discover how AI systems are being hacked in the wild — from prompt injection to agent abuse — with real breaches, lessons, and defenses in Adversa AI’s 2025 report.
Protected by its moat, Apple has time to get AI right
Best of all, the hardware it sells today will run whatever Apple comes up with.
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
...why some companies have started mandating AI adoption, or why Fink & Nadella keep saying things like “you have to trust it” & “it’s going to be diffused” so emphatically it feels like protesting too much, it’s because the slingshot from infrastructural investment to hyperscaled application... 8/
