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
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 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?
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.
AI Agents Will Be The Key To Achieving ROI From AI
AI agents are emerging as a crucial type of application for enterprises looking to derive more value from their AI investments in the near term.
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 can cost more than human workers now
When AI labs raise prices, big spending on AI could shift from a flex to a liability.
AI Is a Product of Humanity. Humanity Should Own AI.
Big Tech has looted humanity’s creative output to create artificial intelligence. We don’t just deserve a share of AI’s profits — we deserve control over it.
AI Doesn't Have ROI
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AI Completely Failing to Boost Productivity, Says Top Analyst
AI may or may not excel at a lot of things, but from an economic standpoint, it's definitely not making us more productive.
AI's Trillion-Dollar Opportunity: Sequoia AI Ascent 2025 Keynote
Nobody Wants to Pay for Your AI
AI is everywhere today. It writes social posts, suggests email replies, recommends your next binge-watch, and quietly powers tools you use without even noticing.
AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Pluralistic: Google’s AI pricing plan (21 Jan 2026) – Pluralistic: Daily links from Cory Doctorow
Google is spending a lot on AI, but what's not clear is how Google will make a lot from AI. Or, you know, even break even. Given, you know, that businesses are seeing zero return from AI:
Economic incentives is a big problem with AI in open-source spaces. Finding is unevenly allocated, and AI leads to further disparity. Instead of spreading money around the dev community, it'll go to AI companies. Open source thrives on humans. We don't need rockstars, we need resources.
Lucca @ Northsky 💚💜
they should be giving out more of that to the community as grants and focusing on protocol governance and standards and bringing new people into atproto.
