Tim Bray1/2 In which I cover a couple of the weird/scary aspects of the #genAI bubble and try to get a feel what the post-bubble hangover will feel like. Tl;dr: Not like the dot-com bust. https://www.tbray.org/ongoing/When/202x/2025/12/07/Thin-Spots-In-the-AI-Bubble
2/2 “I was going to post a link to Paul Krugman’s “Talking With Paul Kedrosky”. It’s great, but while I was reading it I thought “This is going to be Greek to people who haven’t been watching the bubble details.” So consider this a preface to the Krugman-Kedrosky piece. If you already know about the GPU-fragility and SPV-voodoo issues, just skip this and go read that. https://paulkrugman.substack.com/p/talking-with-paul-kedrosky
Matthew Reinbold@timbray Good stuff. Thanks for the write-up and sharing.