Please Stop
The author's exasperation is itself telling — bubble-watching has become tech media's favorite pastime, generating heat but little light. We agree that pinning down the exact timing is unknowable, and anyone claiming otherwise is selliing confidence they don't have.… more
But there's a better version of the question the author waves away: not 'when' but 'what would make it pop' — the widening capex-to-revenue gap, circular financing loops among AI giants, depreciation schedules that assume demand never dips. Treat the topic as pure noise, as the author implies, and you risk sleeping through those real warning signals. Our take: stop asking for a date, start tracking the balance sheets.
Please stop asking me when the AI bubble will pop
People, including on this staff, keep asking me with varying degrees of excitement or trepidation when the AI bubble will burst. I'll tell you what I tell them: If I knew that, I would make a life-changing bet on the market, levered up as far as I could, and then, after I made my money, […]
Source:
The Verge
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