HUBBA BUBBLE

Are We In an AI Bubble?

Happy Monday War & Peaceniks. Ready to blow? (NOTE: No AI was used in the writing of this post.)

This week, I am participating in a live, online debate with some truly big brains. The Prompt: AI is a bubble right now. Yea or Nay? F*ck spoilers. Here’s my full argument and detailed case.

AI is an incredibly powerful and valuable technology. We have not even begun to plumb the breadth of its possibilities.

And yet, every market indicator now indicates that: Hells to the yeah - AI is in a bubble.

The single most important thing to know about the AI marketplace right now is that most investors, analysts, and reporters talking about AI actually know fuck-all about AI. Here’s how I know…

The ongoing, misinformed conversation about AI among the Media-Tech-Chattering-Class has created a whirlpool of earnings season chum. This is personified by investors trading AI darling NVIDIA up and down a total of $2.04 trillion dollars - just in the last 46 days.