We are in an AI Bubble: the big question is if this bubble will be worth it for the physical infrastructure and coordinated innovation that result?
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 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.
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
'We're in a Bubble'
A lot of people have been saying we’re in a tech bubble for quite some time. Someday they’ll be right, but in the meantime, I thought it'd be fun to look back at some articles from the last 10...
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…
It Appears That the AI Bubble Has Just Burst in China
Media reports argue that the AI bubble in China is already bursting, with AI stocks losing nearly half a trillion in the past few months.
Watching the Generative AI Hype Bubble Deflate – Ash Center
As a part of the Allen Lab’s Political Economy of AI Essay Collection, David Gray Widder and Mar Hicks draw on the history of tech hype cycles to warn against the harmful effects of the current generative AI bubble.
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.
Pluralistic: What kind of bubble is AI? (19 Dec 2023) – Pluralistic: Daily links from Cory Doctorow
My latest column for Locus Magazine is "What Kind of Bubble is AI?" All economic bubbles are hugely destructive, but some of them leave behind wreckage that can be salvaged for useful purposes, while others leave nothing behind but ashes:
Money Bubble
I think I’m probably going to lose quite a lot of money in the next year or two. It’s partly AI’s fault, but not mostly. Nonetheless I’m mostly going to write about AI, because it intersects the technosphere, where I’ve lived for decades.
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.
Cory Doctorow: What Kind of Bubble is AI?
Of course AI is a bubble. It has all the hallmarks of a classic tech bubble. Pick up a rental car at SFO and drive in either direction on the 101 – north to San Francisco, south to Palo Alto – and …
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.
