Pluralistic: The AI bubble isn’t like the internet bubble (26 May 2026) – Pluralistic: Daily links from Cory Doctorow

https://docs.gitlab.com/releases/19/gitlab-19-0-released/#gitlab-duo-core-moves-to-usage-based-billing

Code suggestions now consuming credits.

The bubble pop edges closer.

When the bill comes in and the true cost becomes apparent, will the executives realise the error of their ways or will they just drop it and pretend it never existed?

Or perhaps charge onwards towards the inevitable crash and burn…

🤔

#ai #aislop #slop #gitlab #duo #bubble #StochasticParrots #agenticai

GitLab 19.0 | GitLab Docs

GitLab 19.0 released with Group-level custom review instructions for GitLab Duo

#bubblewatch update:

Michael Burry is comparing rising computer hardware demand in 2000 to the same today. But he's quite deliberately leaving something unsaid…

> https://substack.com/@michaeljburry/note/c-264498926

The unsaid part? The 2000 demand evaporated within months as the economy #crashed from the dotcom collapse…

#AI #bubble

Michael Burry (@michaeljburry)

I’ve been waiting for people to start saying “semiconductors are strong and that is a good sign.” Well, yes, the last time it was this strong was 2000. But yes.

Substack
Widerstand gegen Rechenzentrum: Wie zwei Ruheständler in Hessen die KI-Revolution ausbremsten

In Maintal bei Frankfurt soll ein gewaltiges Rechenzentrum samt Gaskraftwerk entstehen. Doch die Investoren haben die Rechnung ohne die Anwohner gemacht. Typisch Deutschland?

DER SPIEGEL

Offered without comment.

> Marc Andreessen Sputters Incomprehensibly at Question About How #AI Will Actually Benefit Humankind. https://futurism.com/artificial-intelligence/marc-andreessen-sputters-ai-benefits

#bubble #alchemy

Marc Andreessen Sputters Incomprehensibly at Question About How AI Will Actually Benefit Humankind

Billionaire investor Marc Andreessen criticized tech executives for not properly selling AI, before whiffing his own attempt.

Futurism
Not even a quick end to Iran war can save #AI #stock #bubble now
"Te #AIbubble is only te latest fin'cial bubble since #Greenspan took over #USFed in 1987. He made it his job to prop up stressed financial markets w liquidity. It biased US #monetary #policy twds inflating asset mkts. When #Greenspanbubble popped in 2008, Bernanke intro'ed US$4tr of #QE. In 2020, when #Covid19 pandemic threatened te #Bernankebubble, Powell intro'ed US$4tr more QE, paving way for AI bubble"🤫
https://www.scmp.com/opinion/world-opinion/article/3353772/not-even-quick-end-iran-war-can-save-ai-stock-bubble-now?module=perpetual_scroll_0&pgtype=article
Opinion | Not even a quick end to Iran war can save AI stock bubble now

Rising prices are draining the liquidity from financial markets, including bonds. The AI stock bubble is ripe for bursting.

South China Morning Post
Anthropic's "Profitability" Swindle

Yesterday, the Wall Street Journal ran a story about how Anthropic is “about to have its first profitable quarter,” specifically an operating profit, or EBITDA profitability: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will

Ed Zitron's Where's Your Ed At

Industry actors have started dropping hints that the industry might seek government assistance.

These are not the sort of statements one would expect from people confident about their industry’s financial strength. They are, however, exactly what one might expect from people who suspect their industry will need a bailout.

The #AI #bailout movement thus has begun. We should expect AI bailout pleas to increase in frequency and urgency.

https://www.openmarketsinstitute.org/publications/no-bailouts-for-big-tech-billionaires-policies-for-when-the-ai-bubble-bursts #Speculative #Bubble

Report - No Bailouts for Big Tech Billionaires: Policies for when the AI bubble bursts — Open Markets Institute

Open Markets Institute fellow Matthew Sherer, publishes a thought invoking report warning that the artificial intelligence boom is increasingly showing the hallmarks of a dangerous speculative bubble and urges policymakers to prepare now to resist future demands to bail out major tech companies if t

Open Markets Institute