#Anthropic - the pure #assetized form of contemporary capitalism: "Because we do not anticipate paying any cash dividends on our capital stock in the foreseeable future, capital appreciation, if any, will be your sole source of gain" www.sec.gov/Archives/edg...
#assetization #generativeAI #AIbubble
#assetization #generativeAI #AIbubble
Anthropic, PBC - S-1 (Q2)
www.sec.gov
October 27, 2026 at 2:28 PM
#Anthropic - the pure #assetized form of contemporary capitalism: "Because we do not anticipate paying any cash dividends on our capital stock in the foreseeable future, capital appreciation, if any, will be your sole source of gain" www.sec.gov/Archives/edg...
#assetization #generativeAI #AIbubble
#assetization #generativeAI #AIbubble
October 26, 2026 at 3:30 PM
October 27, 2026 at 5:03 AM
In China, the AI bubble has already burst
YouTube video by Reuters
youtu.be
October 28, 2026 at 4:00 AM
The article below goes way beyond any local AI or data centre concerns. Crucial read. Makes some interesting and thought provoking predictions on centralized computation vs. distributed computing - at invariant scale. #ai #datacenter #datacentres #aibubble
Hey Alberta - Dani is all in- The hyperscale data center industry is a dinosaur. #abpoli
A Perfect Storm Popping The A.I. Bubble
theblackswanfiles.substack.com/p/a-perfect-...
A Perfect Storm Popping The A.I. Bubble
theblackswanfiles.substack.com/p/a-perfect-...
A Perfect Storm Popping The A.I. Bubble
This storm will take everything down with it - and clear the path for new A.I. growth
theblackswanfiles.substack.com
October 28, 2026 at 4:58 AM
The article below goes way beyond any local AI or data centre concerns. Crucial read. Makes some interesting and thought provoking predictions on centralized computation vs. distributed computing - at invariant scale. #ai #datacenter #datacentres #aibubble
“.. AI bubble across the entire infrastructure stack.”
- FEDWATCH
- FEDWATCH
October 25, 2026 at 3:26 PM
“A Wall Street Journal analysis in August concluded that the nine largest tech firms, Nvidia and Meta included, have managed to accrue $3 trillion of debt, or roughly 10 percent of the entire U.S. economy, off their balance sheets.”
#AIBubble
www.nytimes.com/2026/10/25/o...
#AIBubble
www.nytimes.com/2026/10/25/o...
Opinion | The A.I. Boom Looks a Lot Like the Housing Bubble (Gift Article)
There are signs the A.I. boom is going bust. If it does, the consequences could rival the 2008 financial crisis.
www.nytimes.com
October 26, 2026 at 2:32 AM
“A Wall Street Journal analysis in August concluded that the nine largest tech firms, Nvidia and Meta included, have managed to accrue $3 trillion of debt, or roughly 10 percent of the entire U.S. economy, off their balance sheets.”
#AIBubble
www.nytimes.com/2026/10/25/o...
#AIBubble
www.nytimes.com/2026/10/25/o...
Or any true "AI insider" could SOMEHOW help to... errr... make this AI bubble burst a bit FASTER ... #AIbubble #insider #insideaccess #stopAI
October 27, 2026 at 2:53 PM
Or any true "AI insider" could SOMEHOW help to... errr... make this AI bubble burst a bit FASTER ... #AIbubble #insider #insideaccess #stopAI
@adamhotep
Perhaps in China it won't be such a big deal, as there economy isn't reliant on the phoney #aibubble as it is in the USA.
Perhaps in China it won't be such a big deal, as there economy isn't reliant on the phoney #aibubble as it is in the USA.
October 27, 2026 at 7:53 PM
@adamhotep
Perhaps in China it won't be such a big deal, as there economy isn't reliant on the phoney #aibubble as it is in the USA.
Perhaps in China it won't be such a big deal, as there economy isn't reliant on the phoney #aibubble as it is in the USA.
“Concerns are mounting that heavy spending on data centres and computing capacity will take longer to pay off, while this year’s rally has fueled worries about… an #AIbubble.”
#Fascism #Greed #Energy #subsidies #billionaires #Epstein #CorporateGreed #Economy #Jobs #Pollution #Toxic #Utilities
#Fascism #Greed #Energy #subsidies #billionaires #Epstein #CorporateGreed #Economy #Jobs #Pollution #Toxic #Utilities
The Big Short, AI edition
Investors are buying protection against an AI bust, just like they did with mortgage-backed securities before 2008...
graceblakeley.substack.com
October 25, 2026 at 10:52 AM
“Concerns are mounting that heavy spending on data centres and computing capacity will take longer to pay off, while this year’s rally has fueled worries about… an #AIbubble.”
#Fascism #Greed #Energy #subsidies #billionaires #Epstein #CorporateGreed #Economy #Jobs #Pollution #Toxic #Utilities
#Fascism #Greed #Energy #subsidies #billionaires #Epstein #CorporateGreed #Economy #Jobs #Pollution #Toxic #Utilities
October 20, 2026 at 5:24 AM
In China, the AI bubble has already burst
via Reuters
"There's no exception," he said. "All bubbles inevitably burst."
https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/
#ai #aibubble
via Reuters
"There's no exception," he said. "All bubbles inevitably burst."
https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/
#ai #aibubble
October 28, 2026 at 1:30 AM
In China, the AI bubble has already burst
via Reuters
"There's no exception," he said. "All bubbles inevitably burst."
https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/
#ai #aibubble
via Reuters
"There's no exception," he said. "All bubbles inevitably burst."
https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/
#ai #aibubble
