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Former White House Economists Say AI Bubble Is ‘Still Inflating’ – How Anthropic, OpenAI Could Fuel It

Economists Jared Bernstein and Ryan Cummings said the gap between valuations and heavy spending by AI firms and actual profits has continued to widen.

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Analysis: The AI investment bubble may be larger than dot-com, with taxpayers likely bearing the cost of a collapse

The frontier-model bubble is bigger than dot-com where it counts — and when it gives, the losses get socialized while the people who broke i

mayorslayerr.substack.com·21d ago

Experts warn of an AI investment bubble as hype and spending reach unsustainable levels

A massive new data centre in Sydney is the latest push in the AI boom – but a backlash is building.

theconversation.com·29d ago

Dan Loeb says AI is not in a valuation bubble, citing strong Big Tech earnings and Anthropic's progress

Dan Loeb said he doesn't see a "valuation bubble" in AI, and pointed to Anthropic's rapid progress and Big Tech's earnings and cash generati

businessinsider.com·1mo ago

Sam Altman Admits AI Industry Is in a Bubble

OpenAI CEO Sam Altman has admitted to thinking AI is in a bubble. During an interview with reporters, Altman said investors are “overexcited

The Verge·11mo ago

Why the Economics of AI Don't Add Up: A Critical Analysis of the AI Bubble

If you liked this piece, please subscribe to my premium newsletter. It’s $70 a year, or $7 a month, and in return you get a weekly newslette

Ed Zitron's Where's Your Ed At·2mo ago

Deconstructing AI Inference Costs: Why OpenAI and Anthropic May Be More Profitable Than Claimed

Deconstructing the real costs of running AI inference at scale. My napkin math suggests the economics might be far more profitable than comm

martinalderson.com·10mo ago

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