







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…
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


AI Agent Platform Reinvents Spam, Floods Inboxes Worldwide
iLands and its AI agents are doing completely useless tasks, then begging for money.

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.

Building and evaluating AI Agents — Sayash Kapoor, AI Snake Oil
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
Why AI Agents are either the best or worst thing we’ve ever built
Why AI Agents are either the best or worst thing we’ve ever built
pguso/ai-agents-from-scratch
Demystify AI agents by building them yourself. Local LLMs, no black boxes, real understanding of function calling, memory, and ReAct patterns.
10 things I learned from burning myself out with AI coding agents
Opinion: As software power tools, AI agents may make people busier than ever before.

There’s a 100% Chance AI Agents Are Already Ruining the Internet
“AI agents” now have enough power and permission to be extremely annoying online.

Characterizing Agentic Flooding of Government Services
AI agents are making it easier for the public to interact with government, such as by helping them apply for benefits, understand complex policies, and make their opinions heard. Although...

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 Eternal Sloptember
I’m calling it now, the adoption of AI agents into software development will be one of the most costly mistakes in the field’s history. Agents cannot program, and it’s taking longer and longer to realize that they can’t. They are a highly sophisticated statistical model designed to mimic the distribution of programming. The output is broken, but in a way that’s getting harder and harder to detect. Which is exactly what you’d expect from an increasingly accurate statistical model.