Mastodawn

Slight gains today. But no indication gains will continue through the week.

> Wall Street ends up as traders focus on Fed. https://www.reuters.com/business/wall-street-futures-slip-higher-oil-prices-fuel-inflation-worries-ahead-fed-2026-03-17/

In fact, there is even some #AI #bubble action as:

> "Worries about pricey AI-related stocks, along with uncertainty about the Middle East ‌conflict, ⁠have dropped the S&P 500 about 4% from its record high close on January 27."

Don Curren 🇨🇦🇺🇦1d ago

“At the end of the day, the exact reason the #AIbubble will burst is impossible to predict, but the key point is that the existence of a huge #bubble driving the #economy is a real problem, not the specific cause of its bursting”

RE: https://bsky.app/profile/did:plc:5zca2ola2zxpkw37w4f3wxtu/post/3mhaz7skmus27

Don Curren 🇨🇦🇺🇦1d ago

“The current #bubble in #AI is laying the groundwork for another bad story. As was the case both before and after the collapse of the #housingbubble, there is a tremendous premium in intellectual circles on making the problem more complicated than it is” open.substack.com/pub/deanbake...

The AI Bubble, Like the Housin...

The AI Bubble, Like the Housing Bubble, Is a Big Problem and It’s not Complicated

Let's not make simple things complicated

Dean Baker

KIP/JΛYCHØU ⁂

1d ago

RE: https://mstdn.feddit.social/@admin/116240492461972358

那些投资者不是傻瓜，他们是被集体狂热感染的聪明人。
泡沫最可怕的地方不是骗子，而是每个人都真心相信，包括后来破产的那些人。
投资者愿意忽视市盈率等传统指标，而将信心建立在技术进步之上，最终导致了泡沫。
互联网公司将大部分投资都投入到了市场营销中。

那么AI就几乎完美符合泡沫的要求了......绝大多数人、每个人参与的人都真心相信，这次不一样；
但是AI真的有用，互联网在经历过泡沫也改变了世界，所以结局大概是：
大部分AI公司项目死亡，极少部分公司存活并形成巨头，比如OpenAI、Anthropic，就像互联网泡沫后活下来的Google、Amazon

但是互联网泡沫：它不仅推动了互联网初创公司的发展，也提振了科技、媒体和电信（TMT）行业的成熟企业
AI泡沫也会推动什么，提振什么...

#bubble #泡沫 #ai #互联网 #

Nicole Hennig 1d ago

It still doesn’t look like there’s an AI bubble - Timothy B. Lee www.understandingai.org/p/it-still-doe… #AI #future #bubble

Nicole Hennig 1d ago

It still doesn’t look like there’s an AI bubble - Timothy B. Lee https://www.understandingai.org/p/it-still-doesnt-look-like-theres #AI #future #bubble

Show thread

Jack William Bell 2d ago

Weekend #bubblewatch reading. The thesis? "Because bubbles are good, really."

> Even Silicon Valley Says That AI Is a Bubble. An AI crash could bring down the economy. Some in the tech world think that’s the price of progress. https://www.theatlantic.com/technology/2026/03/ai-bubble-defenders-silicon-valley/686340/

Archive link:

> https://web.archive.org/web/20260313051744/https://www.theatlantic.com/technology/2026/03/ai-bubble-defenders-silicon-valley/686340/

#AI #bubble

Even Silicon Valley Says That AI Is a Bubble

An AI crash could bring down the economy. Some in the tech world think that’s the price of progress.

The Atlantic

BeBo 3d ago

In unserer Transplant #Bubble sind die ersten Kinder wieder vor dem Listing. Puh, nur fünf Jahre gehalten die Transplante :/ #Fedieltern #LebenMitTransplantKid