Micron: WTF?

YouTube

@jnl

Or what came first, the chicken or the egg.

There is no AI bubble without SoftBank.

https://web.archive.org/web/20250912044506/https://www.patentlyapple.com/patently-apple/2017/05/us-president-signs-deal-with-saudi-arabias-sovereign-wealth-fund-for-93-billion-boosting-us-tech-sector.html

It's no wonder Trump defied all odds to reclaim the office. He wasn't gonna let that goose get cooked. He was incomplete.

Come on baby finish what ya started.

https://youtu.be/XRpLeCIJKe0

#Softbank #Goose #AIBubble #Trump #MuzakLessons #VanHalen #FinishWhatYaStarted

U.S. President Signs Deal with Saudi Arabia's Sovereign Wealth Fund for $93 Billion Boosting U.S. Tech Sector

On Friday Patently Apple posted a report titled "SoftBank's Chief Masayoshi Son follows President Trump to Saudi Arabia to Officially Launch $100 Billion Fund." The trip indeed delivered what was expected. The world's largest private equity fund, backed by Japan's Softbank Group and Saudi Arabia's main sovereign wealth fund, said on Saturday it had raised over $93 billion to invest in technology sectors such as artificial intelligence and robotics. The new fund's investors include Abu Dhabi's Mubadala Investment, which has committed $15 billion, Apple Inc ...

Patently Apple
🧵
> It is impossible to know the timing for when a bubble will collapse. A quarter of a century later, it is still not possible to identify any event that caused the 1990s tech bubble to collapse. It’s also not clear what caused the housing bubble to stop growing and start deflating.
> With that in mind, it is possible to track the bubble, looking at the growth in the prices of the most important stocks and changes in their PE. This is what the AI Bubble Monitor will do on a weekly basis.
#AIBubbleMonitor #SalamiBubble #BubbleSalamis #AIBubble
> ... a key question is this: How much are businesses willing to pay for AI? Until recently, AI enthusiasts were touting the rapid growth in revenue. It seems a big factor in that growth was companies spending money on AI, even if they didn’t have a productive use for it, because they thought it meant their companies were at the cutting edge in technology.
> That sounds crazy, but even large companies can often do things that are pretty crazy, as noted above.
https://cepr.net/publications/ai-bubble-monitor/#june222026
#DeanBaker #AIBubble #CrazyCompanies #TechBubble #BubbleHistory
The AI Bubble Monitor

Is there an AI bubble? Some indicators point to one — and when bubbles burst, there can be massive shocks in housing and job markets that last for years.

CEPR
Big Tech Just Got a Brutal Reality Check

YouTube

"It is so common for 'AI' to turn out to be low-paid call-center workers in India, [that] Indian technologists joke that 'AI' stands for 'Absent Indians'."

C. Doctorow, Reverse-Centaur's Guide

#ai #aibubble #llm

MSN

There is AI hype in this article but reading between the lines I see signs of a bubble that it's going to have to pop soon. Playing with fake money is going to catch up to the market.

https://www.fool.com/investing/2026/06/26/why-sandisk-stock-crashed-on-friday/

#SanDisk #ArtificialIntelligence #AIBubble

Why Sandisk Stock Crashed on Friday

When OpenAI IPOs, money will flow. But when will OpenAI IPO?

The Motley Fool
I think you can call the #AIbubble when there's youtube clickbait about it.

Learning a lot from Cory Doctorow's new book "Reverse-Centaur's Guide". Clear, eye-opening reasoning on important present issues.

Did you know that the AI companies' outlandish claims are marketing directed to venture capital firms? Not to you or your boss.

#ai #aibubble #llm #reversecentaur