Legacies of the bubble.
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
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?
Andrew Orlowski on Twitter / X
By far the shrewdest and most entertaining analyst of the AI bubble is Georg Zoeller, ex Facebook. Re-reading his DeepSeek reaction piece from 18 months, which holds up well. It was all so predictable: banning open source, the Red Menace, pivot to military. What has really… pic.twitter.com/38dX7vcrkC— Andrew Orlowski (@AndrewOrlowski) July 5, 2026
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 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 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.
Cory Doctorow Predicts the AI Bubble Will Burst | The Tyee
The writer sees a shaky future for a technology that has many of us in a lather.
Premium: What If...We're In An AI Bubble? (Part 1)
Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow indicative of AGI creating a “permanent underclass” of people that stops people from building software companies, or really doing any kind of job on the computer: Hyperbolic? Perhaps. But even
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
Agents Over Bubbles
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re…
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 Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people an…
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people and companies making it happen.
Why the man behind 'The Hater's Guide to the AI Bubble' thinks Wall Street's hottest trade will go bust
Ed Zitron and the AI bubble thesis
Source citations for thread making sense of Ed Zitron's arguments against the AI boom (April 22, 2026). Covers bio, core thesis, data center economics, OpenAI financing, bubble framing, and IPO question.
OpenAI、評価額$852Bで過去最高の$122Bの資金調達を完了
Meet Ed Zitron, AI’s original prophet of doom - Fast Company
Why the man behind 'The Hater's Guide to the AI Bubble' thinks Wall Street's hottest trade will go bust
AI skeptic Ed Zitron says Industry is scamming us into poverty
Ed Zitron on big tech, backlash, boom and bust: ‘AI has taught us that people are excited to replace human beings’
How To Argue With An AI Booster