Everyone's arguing about an AI bubble. Builders ask a better question: what survives if it pops? Our bet — cost discipline, open standards, trust tooling, self-funded teams. We build for the curve after the hype.

Everyone's arguing about an AI bubble. Builders ask a better question: what survives if it pops? Our bet — cost discipline, open standards, trust tooling, self-funded teams. We build for the curve after the hype.
Preprint, with @mhampel.bsky.social, & started out by Wiebke Dorfs back when she was my @hertieschool.bsky.social dissertation student.
The Non-Binarity of AI Global Competition: 2018-2025
Also extends Maddison's life's work on global GDP since 1820, contextualising #AIBubble.
#AIColdWar [not]
I'd been noticing the economy at least in Germany doesn't seem as badly hit by the US/Iran war as originally predicted. But is the AI bit of this because of #AIProductivity or the #AIBubble ?? Because if the latter...
OECD says growth 'resilient' in 2026 despite Middle East war
The OECD group […]
Yes but
They ‘d rather keep in the news because #AIBubble
As I told NBC this past weekend: "We have not seen AI go rogue. We've seen people be sloppy with their software and make mistakes." m.youtube.com/watch?v=mBAH...
Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
The $3 Trillion AI Data Center Build-Out Becomes All-Consuming for Debt Markets
https://www.insurancejournal.com/news/international/2026/02/03/856623.htm
#AIBubble
If it bursts there goes your pensions, savings and economy
#EnShitification and the #AIBubble from Cory Doctrow via #TheTechReport
youtu.be/LiDUg_uylyM?...
@edzitron.com distills the problem with the AI industry's investment thesis:
AI chips are extremely expensive.
AI data centers take a great deal of time to build and energize.
AI services are expensive to run.
AI services do not appear to generate much revenue.
#AIBubble
📈 Indices hit records on tech surge.
🤖 Meta's Muse AI sparks investor frenzy.
🛢️ Oil drops ease pressure on markets.
⚠️ Analysts warn of narrow rally, possible AI bubble.
#MarketUpdate #TechRally #MetaAI #OilPrices #AIBubble
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‘Hey Chat! What fairytale should I tell today, something addictive like turning dirt into gold and calling it the stone of wisdom, to get billions from people and never have to pay it back. Everything what life is about.’
#chat #ai #solutionforeverything #ordinairylife #disruptive #aibubble
AI isn't a sentient threat; it's just dangerous software being run recklessly by irresponsible companies. #aibubble
I’m not afraid of a “slowdown”. I’m afraid of a 2008-style liquidity crisis when much of the West needs to entirely retool its manufacturing because — unlike China — it hasn’t been investing enough in infrastructure or post-fossil fuel technologies. 1/2 #AIBubble #climateCrisis
Data centres are for suckers, not a country building for independence | Robin McAlpine in 'The National':
It occurs to me that the #AIBubble is GAFAM expressing Fred Brooks’ Second System Syndrome over Bezos’ entirely immoral “drive competitors out by using VC to run for years at a loss.” What Lina Khan called “predatory pricing” in or after her famous #AmazonParodox law article.
1/2
It occurs to me that the #AIBubble is GAFAM expressing Fred Brooks’ Second System Syndrome over Bezos’ entirely immoral “drive competitors out by using VC to run for years at a loss.” What Lina Khan called “predatory pricing” in or after her famous #AmazonParodox law article.
Per F. Brooks’ […]