Mastodawn

AI winter is in the air — but we still give it until 2027

(maybe)

https://www.youtube.com/watch?v=vp1-3Ypmr1Y&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20250823-ai-winter-is-in-the-air-we-still-think-it-has-until-2027 - podcast
https://pivot-to-ai.com/2025/08/23/ai-winter-is-in-the-air-but-we-think-the-ai-bubble-keeps-going-until-2027/ - text

Phil Aug 23, 2025

@davidgerard I think, we can be sure that the bubble will burst soon when they dump stock on retail investors

Don Marti Aug 24, 2025

@davidgerard Meta is paying Google $10B+ for "cloud" -- what do you want to bet in a couple weeks Google will pay Meta ~$10B for "metaverse" or "advertising" or something #washTrading
https://www.cnbc.com/2025/08/21/google-scores-six-year-meta-cloud-deal-worth-over-10-billion.html

Google scores six-year Meta cloud deal worth over $10 billion

Alphabet and Meta compete in online advertising, but Meta needs more data center infrastructure as it pursues artificial intelligence growth.

CNBC