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The Other Bubble - Ed Zitronwww.wheresyoured.at/saaspocalypse-now/
584 sats \ 2 comments \ @kepford 1 Oct 2024 tech
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The Great Capital Rotation - Pierre Rochardx.com/BitcoinPierre/status/2065820796065349716
1444 sats \ 4 comments \ @Scoresby 13 Jun bitcoin econ
Moody’s Forecasts $3 Trillion Data Center Investment by 2030www.datacenterknowledge.com/energy-power-supply/moody-s-3-trillion-data-center-investment-by-2030-amid-power-challenges
245 sats \ 0 comments \ @BlokchainB 24 Jan AI Construction_and_Engineering
Nic Carter: the NVDA rally is unnerving, and not because of AI safety fearsx.com/nic__carter/status/1797635177973158182
3453 sats \ 21 comments \ @Scoresby 3 Jun 2024 econ
IBM is dying and we know it
1234 sats \ 19 comments \ @DarthCoin 1 Oct 2024 tech
AI Agents Are Predicted to Increase the Software Market and Outstrip SaaSwww.goldmansachs.com/insights/articles/ai-agents-to-boost-productivity-and-size-of-software-market
348 sats \ 8 comments \ @k00b 2 Sep 2025 AI
AI stocks are in a bubble. Why are so many investors refusing to believe it?www.marketwatch.com/story/ai-stocks-are-in-a-bubble-why-are-so-many-investors-refusing-to-believe-it-cf6e1624
176 sats \ 4 comments \ @BlokchainB 26 Aug 2025 Stacker_Stocks
Google tells employees it must double capacity every 6 months to meet AI demandarstechnica.com/ai/2025/11/google-tells-employees-it-must-double-capacity-every-6-months-to-meet-ai-demand/
214 sats \ 1 comment \ @jakoyoh629 22 Nov 2025 AI
Dot-Com Peak Turning 25 (WSJ; Rolfe Winkler)www.wsj.com/tech/ai/what-the-dot-com-bust-can-tell-us-about-todays-ai-boom-c78482e7
817 sats \ 2 comments \ @denlillaapan 10 Mar 2025 econ
The Age of the All-Access AI Agent Is Herewww.wired.com/story/expired-tired-wired-all-access-ai-agents/
551 sats \ 2 comments \ @0xbitcoiner 24 Dec 2025 AI
The Subprime AI Crisis - Ed Zitronwww.wheresyoured.at/subprimeai/
1740 sats \ 8 comments \ @kepford 1 Oct 2024 tech
🏃‍➡️ Nvidia beats, investors retreat — again - Snackssherwood.news/snacks/newsletters/nvidia-beats-investors-retreat-again/
392 sats \ 0 comments \ @BlokchainB 27 Feb Stacker_Stocks AI
AI’s Overlooked $97 Billion Contribution to the US Economywww.wsj.com/opinion/ais-overlooked-97-billion-contribution-to-the-economy-users-service-da6e8f55
264 sats \ 0 comments \ @Coinsreporter 5 Aug 2025 econ
Microsoft drops AI sales targets in half after salespeople miss their quotasarstechnica.com/ai/2025/12/microsoft-slashes-ai-sales-growth-targets-as-customers-resist-unproven-agents/
263 sats \ 0 comments \ @chaoticalHeavy 4 Dec 2025 AI
AI: Boon, Bane, or Bubble? "Maybe Pause the Whole Thing" (FT, Martin Wolf)www.ft.com/content/7cbc3986-be9f-4568-a3e5-fbd3b987f2e9
1221 sats \ 3 comments \ @denlillaapan 3 Jun AI econ
The AI Boom Is Being Fueled by Imports—and Free Tradewww.cato.org/blog/ai-boom-being-fueled-imports-free-trade
825 sats \ 1 comment \ @0xbitcoiner 1 May AI econ
AI Agents: Exponential growth underway.
296 sats \ 0 comments \ @EconVerse 16 Apr Stacker_Stocks
Anthropic’s astonishing commercial success makes it a targetwww.economist.com/briefing/2026/06/18/anthropics-astonishing-commercial-success-makes-it-a-target
568 sats \ 0 comments \ @0xbitcoiner 21 Jun AI Stacker_Stocks
Is the AI bubble about to pop? Sam Altman is prepared either way.arstechnica.com/information-technology/2025/08/sam-altman-calls-ai-a-bubble-while-seeking-500b-valuation-for-openai/
187 sats \ 3 comments \ @jakoyoh629 22 Aug 2025 AI
Nvidia's record $57B revenue and quiets AI bubble talk - TechCrunch posttechcrunch.com/2025/11/19/nvidias-record-57b-revenue-and-upbeat-forecast-quiets-ai-bubble-talk/
244 sats \ 2 comments \ @Car 19 Nov 2025 Stacker_Stocks
Nvidia CEO sees AI transformation while skeptics count the riskswww.reuters.com/business/tipping-point-or-bubble-nvidia-ceo-sees-ai-transformation-while-skeptics-count-2025-11-20/
280 sats \ 2 comments \ @ch0k1 20 Nov 2025 AI
Leak Exposes OpenAI's Rev-Share Dance & Compute Crisis
208 sats \ 0 comments \ @Tony 18 Nov 2025 AI