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20250928 - The finance press finally says the words ‘AI bubble’
Manage episode 508933443 series 3662020
Great Depression 2: Depress Harder Text version: https://pivot-to-ai.com/2025/09/28/the-finance-press-finally-starts-talking-about-the-ai-bubble/
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Sources:
The Subprime AI Crisis (2024) https://www.wheresyoured.at/subprimeai/ Spending on AI Is at Epic Levels. Will It Ever Pay Off? https://www.wsj.com/tech/ai/ai-bubble-building-spree-55ee6128 $2 trillion in new revenue needed to fund AI’s scaling trend — Bain & Company’s 6th annual Global Technology Report https://www.bain.com/about/media-center/press-releases/20252/%242-trillion-in-new-revenue-needed-to-fund-ais-scaling-trend---bain--companys-6th-annual-global-technology-report/ The AI boom is unsustainable unless tech spending goes ‘parabolic,’ Deutsche Bank warns: ‘This is highly unlikely’ https://fortune.com/2025/09/23/ai-boom-unsustainable-tech-spending-parabolic-deutsche-bank/ ‘AI’s not a bubble but if it were, here’s how it might pop’ https://www.ft.com/content/65a14f89-6728-43bf-8c4e-b1a75023501a
Previously on Pivot to AI:
ChatGPT goes down — and fake jobs grind to a halt worldwide https://pivot-to-ai.com/2025/06/11/chatgpt-goes-down-and-fake-jobs-grind-to-a-halt-worldwide/ video: https://www.youtube.com/watch?v=889fSJTRZlg&list=UU9rJrMVgcXTfa8xuMnbhAEA ‘AI is here to stay’ — is it, though? What do you mean, ‘stay’? https://pivot-to-ai.com/2025/07/10/ai-is-here-to-stay-is-it-though-what-do-you-mean-stay/ video: https://www.youtube.com/watch?v=306W5Nqnbbs&list=UU9rJrMVgcXTfa8xuMnbhAEA SoftBank needs OpenAI to stay alive — no matter what https://pivot-to-ai.com/2025/08/27/softbank-needs-openai-to-stay-alive-no-matter-what/ video: https://www.youtube.com/watch?v=zTYxEVRiCvM&list=UU9rJrMVgcXTfa8xuMnbhAEA AI winter is in the air! But we think the AI bubble keeps going until 2027 https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/ video: https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA
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