#Tag
> #AI Is the #Bubble to Burst Them All. https://www.wired.com/story/ai-bubble-will-burst/
> "AI may not simply be “a bubble,” or even an enormous bubble. It may be the ultimate bubble. What you might cook up in a lab if your aim was to engineer the Platonic ideal of a tech bubble. One bubble to burst them all."
Hyperrealist Datacenters And Potemkin McRibs | blarg
｢ these are not datacenters. They are the physical byproducts of a misguided hyperreality arbitrage scheme, processed and extruded into the world as an incidental byproduct of the maintenance of much larger financial delusion ｣
https://exple.tive.org/blarg/2025/09/25/hyperrealist-datacenters-and-potemkin-mcribs/
🫧 Three Charts That Help Explain What’s Behind the AI Bubble Fears | WSJ News
#ai #bubble #recession
https://youtube.com/watch?v=KzUxJi_5gGI
What should the next generation of techies be studying? Cory Doctorow, the author of #Enshittification, didn't mention computer science during a fireside chat that focused on the coming #AI #bubble. “If you don’t know what you want to do at university, don’t go to university. Go to college and become an electrician,” he said. https://www.geekwire.com/2025/ai-bubble-enshittification/ #Tech
The same McKinsey that predicted that the metaverse would generate up to $5 trillion in value by 2030
"McKinsey Says Bank Profits Face Possible $170 Billion AI Hit"
💣 Meta Plans to Cut 600 Jobs at A.I. Superintelligence Labs / NYT
｢ No cuts will be made to TBD, the team building superintelligence and managing Meta’s large language models, which drive chatbots and other A.I. products, the people with knowledge of the situation said. The company is still hiring A.I. researchers in the TBD unit, which is managed by Mr. Wang ｣
#ai #bubble #meta #layoffs
https://www.nytimes.com/2025/10/22/technology/meta-plans-to-cut-600-jobs-at-ai-superintelligence-labs.html
💣 Meta Plans to Cut 600 Jobs at A.I. Superintelligence Labs / NYT
｢ No cuts will be made to TBD, the team building superintelligence and managing Meta’s large language models, which drive chatbots and other A.I. products, the people with knowledge of the situation said. The company is still hiring A.I. researchers in the TBD unit, which is managed by Mr. Wang ｣
#ai #bubble #meta #layoffs
https://www.nytimes.com/2025/10/22/technology/meta-plans-to-cut-600-jobs-at-ai-superintelligence-labs.html
From CNN:
｢ The amount of (venture capital) willingness to fund some of these startups, especially the software developers, is beginning to diminish because they’re valued so highly. That leaves you with with basically SoftBank, which has had to raise a lot of debt against its shares to fund the first tranche of the OpenAI commitment that it made, and it’s still got a bigger second tranche to fund ｣
https://www.cnn.com/2025/10/18/business/ai-bubble-analyst-nightcap
From CNN:
｢ The amount of (venture capital) willingness to fund some of these startups, especially the software developers, is beginning to diminish because they’re valued so highly. That leaves you with with basically SoftBank, which has had to raise a lot of debt against its shares to fund the first tranche of the OpenAI commitment that it made, and it’s still got a bigger second tranche to fund ｣
https://www.cnn.com/2025/10/18/business/ai-bubble-analyst-nightcap
💸 OpenAI Needs $400 Billion In The Next 12 Months / Ed Zitron
｢ Number must go up, deal must go through, and Jensen Huang wouldn’t go on CNBC and say “yeah man if I’m honest I’ve got no fucking clue how Sam Altman is going to pay me, other than with the $10 billion I’m handing him in a month. Anyway, NVIDIA’s accounts receivables keep increasing every quarter for a normal reason, don’t worry about it.” ｣
Bubblegum Crisis 2025
｢ Indeed, it is possible that the only way American capitalism can ever amass the scale of investment needed to create this type of ambitious infrastructure is via such manias. That, at least, is the argument I have heard from some White House officials — and techies — who see this as the best route to compete with Chinese state capitalism ｣
https://www.ft.com/content/f2025ac7-a71f-464f-a3a6-1e39c98612c7
Looking at this graph shared by Hank Green. I know it's not exactly the same, but I can't stop thinking of this clip from Naked Gun.
Sources:
- Hank https://youtu.be/Q0TpWitfxPk?si=ksTTefTG_Tipeh1S
- Naked Gun https://youtu.be/QPqAcOnEBUI?si=jw41bcoqRduO-Vp0&t=15
#ai #economy #bubble #tech #money #LeslieNielsen #nakedGun #bloomberg #nvidia
🫧 Concerns over possible AI bubble as San Francisco / CBS
Looking at this graph shared by Hank Green. I know it's not exactly the same, but I can't stop thinking of this clip from Naked Gun.
Sources:
- Hank https://youtu.be/Q0TpWitfxPk?si=ksTTefTG_Tipeh1S
- Naked Gun https://youtu.be/QPqAcOnEBUI?si=jw41bcoqRduO-Vp0&t=15
#ai #economy #bubble #tech #money #LeslieNielsen #nakedGun #bloomberg #nvidia
💥 What is AI market actually worth? - Stephen Diehl
｢ The goal is not to build a profitable business but to keep the music playing long enough to pass the flaming bag of promissory notes to the next, even wealthier, idiot. The supposedly decentralized investor class is more like a herd of lemmings, engaging in a spectacular display of malinvestment that would make a Soviet central planner blush ｣
🫧 IMF and BoE warn AI boom risks ‘abrupt’ stock market correction / FT
｢ Georgieva said optimism about AI had “fired up” markets and helped support the global economy. But she added that a sharp correction in stock prices “could drag down world growth, expose vulnerabilities and make life especially tough for developing countries” ｣
https://archive.ph/2025.10.10-173924/https://www.ft.com/content/fe474cff-564c-41d2-aaf7-313636a83e5b
🫧 IMF and BoE warn AI boom risks ‘abrupt’ stock market correction / FT
｢ Georgieva said optimism about AI had “fired up” markets and helped support the global economy. But she added that a sharp correction in stock prices “could drag down world growth, expose vulnerabilities and make life especially tough for developing countries” ｣
https://archive.ph/2025.10.10-173924/https://www.ft.com/content/fe474cff-564c-41d2-aaf7-313636a83e5b
💸 OpenAI's Financial Future: They Don't Have the Money / Platformonomics
｢ The recent NVIDIA investment in OpenAI is a $100 billion headline number but just $10 billion up front (and unlocking the next $10 billion requires OpenAI to spend $50+ billion, per NVIDIA). In other words, the Stargate “immediately” sum is now the aspirational headline number. Near term funding is actually receding, while commitments boom ｣
https://platformonomics.com/2025/10/they-dont-have-the-money-openai-edition/
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