I definitely see what’s happening with AI now being a bubble. The models aren’t getting better at the same rate, but investment (including layoffs) is increasing. It’s only a matter of time.

https://www.theatlantic.com/economy/archive/2025/09/ai-bubble-us-economy/684128/

Interesting anecdote here, though.

@ttscoff @smalljones

Paul, I remember your valiant attempt to replace email. I wonder how you would attempt to replace it these days?

best,
ge