Mike McCaffreyWow, the #AIBubble might be helping the #StockMarket completely ignore dangers like the Iran War, along with the general entitlement of thinking they are always going to be rescued, no matter what happens.
YouTube
MindTGap17min
Why the AI bubble will destroy job market
ProfSteveKeen
#SteveKeen #FinancialCrisis #AIBubble #economy #boomAndbust #jobs #markets #robots #ubi #uhi
https://www.youtube.com/watch?v=oSHXPBslXGY
Why the AI bubble will destroy job market
ProfSteveKeen
#SteveKeen #FinancialCrisis #AIBubble #economy #boomAndbust #jobs #markets #robots #ubi #uhi
https://www.youtube.com/watch?v=oSHXPBslXGY
Top Economist: Why the AI bubble will destroy job market
Eric Maugendre about emissions…
"The thesis is that the [electrical] wall wins the first round, the demand narrative fractures in the second."
#AIBubble #planning #timeToDeliver #markets #economy #dataCenters #energy #powerGrid
THE POWER WALL
THE POWER WALL
Eric Maugendre about carbon…
"The thesis is that the [physical and electrical] wall wins the first round, the demand narrative fractures in the second."
The first hints of invalidation would be if the Wood Mackenzie quarterly survey, expected in July 2026, reported power transformer lead times below the past assessment of 128 weeks.
https://shanakaanslemperera.substack.com/p/the-power-wall
#AIBubble #infrastructure #planning #projectManagement #timeToDeliver #markets #economy #dataCenters #energy #Cloud #magnificent7 #emissions #power #powerGrid
GKoraus
AidanSurely the #AIbubble will lead to the shittiest of enshittifications.
Massive capital over investment enabled by nuts speculation will mean a bunch of players going out of business, contraction of competition and a need to make back a heap of money to pay for it all.
Businesses which have gutted their workforce and now rely acutely on these tools will be vulnerable and unable to pivot, and just have to pony up the increasingly large fees.
Captain Jack SparrowWeird hearing #EdZitron's taking points without the accent or all the cursing.
50% Of AI Data Centers Have Quietly Been Cancelled Or "Delayed"
Dr. G. Power
KeyeoH"There is something special about training a model on all of humanity’s data and then locking it up for the benefit of a few well-connected organizations that you have relationships with. Maybe you’ll notice another historical pattern here. Extract value from a population that can’t meaningfully consent, concentrate the returns within a small inner circle, and then offer some version of charity to the people you extracted from as moral cover for the arrangement."
https://tanyaverma.sh/2026/04/10/closing-of-the-frontier.html