Tech leaders are beginning to worry about the public’s underwhelming enthusiasm for their plans to remake the world with artificial intelligence. Will that burst the bubble?
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.
The AI spending boom could have real consequences for the U.S. economy
As revisions to U.S. jobs numbers call into question economic growth, Big Tech is becoming an even more important part of American prosperity.
Big Tech’s A.I. Spending Is Accelerating (Again)
Despite the risk of a bubble, Google, Meta, Microsoft and Amazon plan to spend billions more on artificial intelligence than they already do.
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 boom has caused same CO2 emissions in 2025 as New York City, report claims
Study author says tech companies are reaping benefits of artificial intelligence age but society is left to pay cost
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
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
100 years of whatever this will be
What if all these weird tech trends actually add up to something? Last time, we explored why various bits of trendy technology are, in my o...
Don’t Believe the Hype — or Doom — About AI
For America’s VC-dominated tech industry, AI hype isn’t just a crazy by-product — it’s a structural part of the US economy in which capital tries to write our destinies. We shouldn’t let it.
State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.
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
What Sort of AI Bubble Are We In?
Think broadband. Or, potentially, the 2008 housing market.
Something Big Is Happening
A personal note for non-tech friends and family on what AI is starting to change.
What if the $3trn AI investment boom goes wrong?
Even if the technology achieves its potential, plenty of people will lose their shirts
AI Billionaires Are Starting to Get Scared
The world's tech billionaires are starting to moderate their rhetoric on AI automation, but that doesn't mean it's all in good faith.
