The AI bubble is real. Here's what actually survives the correction.

Hint: it's infrastructure, not wrappers.

https://telegra.ph/The-AI-Bubble-Is-Real-Heres-What-Actually-Survives-04-01

#AI #AIBubble #startups #tech

The AI bubble is real. Here's what actually survives the correction.

Hint: it's infrastructure, not wrappers.

https://telegra.ph/The-AI-Bubble-Is-Real-Heres-What-Actually-Survives-04-01

#AI #AIBubble #startups #tech #VentureCapital

One thing that surprised me about the #ClaudeLeak, that nobody seems to talk about, is how there are prompts and secret stuff in the client, when it is communicating with a server side model. Like why? Why not put the prompts and everything else magic and special sause in the server, where it can't be analyzed?

#aibubble

“In totality, the AI industry seems to have made about $65 billion in revenue (not profit!) in 2025, with I estimate about a third of that being the result of OpenAI or Anthropic feeding money to hyperscalers or neoclouds like CoreWeave, and a billions more being AI startups (funded entirely by VC) feeding money to Anthropic and OpenAI to rent their models.

Even the venture capital scale of AI startups is drastically overestimated. While (as reported by The New York Times) “AI startups” raised $297 billion in the first quarter of 2026, $188 billion of that was taken by OpenAI (which has yet to fully receive the funds!), Anthropic, xAI, and Waymo. In 2025, $425 billion was invested in startups globally, with half of that (about $212.5 billion) going to AI startups, but about half of that ($102 billion) going to Anthropic, OpenAI, xAI, Scale AI’s not-quite-acquisition by Meta, and Bezos’ Project Prometheus.

The great financial crisis was, as I’ll get into, a literal collapse of how banks, financial institutions, and property businesses operated, with their reckless speculation on a housing market that was only made possible by a craven mortgage industry incentivized to get people to sign at any cost. When people speculated that there was a bubble, articles ran saying that housing was actually cheap, that subprime lending had actually “made the mortgage market more perfect,” that the sky was not falling in the credit markets because unemployment wasn’t going to rise, that subprime mortgages wouldn’t hurt the economy, and that there was no recession coming.”

https://www.wheresyoured.at/premium-ai-isnt-too-big-to-fail/

#AI #TooBigToFail #AIbubble #BigTech

Most of my AI criticism has been about:

1. It's not very useful

2. The money invested will not be recouped because noone will pay for something that's not very useful

But in my my laser focus, I missed the following:

3. The majority of people hate fucking AI, hate fucking data centres, and hate the companies pushing this shit.

#ai #llms #aibubble

No sé mucho de economía, pero he caído en cómo la IA y la reducción de puestos de trabajo puede ser una forma de acumulación y de aumentar la tasa de ganancia.

He encontrado un artículo, pero si tenéis más lecturas al respecto, son bienvenidas  

Link: https://theconversation.com/the-ai-bubble-isnt-new-karl-marx-explained-the-mechanisms-behind-it-nearly-150-years-ago-270663

"Corporate spending on AI infrastructure now contributes more to GDP growth than household consumption, an unprecedented inversion that shows how much growth is being driven by speculative investment rather than productive expansion.

This dynamic pulls down the rate of profit, and when the speculative flow reverses, contraction will follow".

#AI #AIBubble #capitalism #marxism #economy

How it started : https://stockstoday.com/blue-owl-capitals-billion-dollar-ai-infrastructure-gamble/

How it's going : https://www.theguardian.com/business/2026/apr/02/blue-owl-capital-private-credit-investment-limits-withdrawals

#AI #BlueOwl #finance #openAI #AIBubble

Can't we just fast-forward past the #aicrash and see what machine-learning applications will be turning an honest profit ten years from now? This is just ridiculous.

#aibubble #ai #llm

@aianimebot.github.io

#aislop is art for people who hate art

#aihype #aiscam #aibubble