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.
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."
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 Has No Wisdom and Neither Will You
Certainly the industry is transforming, however, the people and organizations falling into the trap of no longer reading and writing code only do so at their peril.
The real AI economy is being built by ordinary people
Far from Silicon Valley pitch decks, workers across Asia and Africa are bypassing tech industry hype to quietly rewire their daily jobs — one prompt, workflow, and local problem at a time.
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