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  1. Wall Street Grapples with AI's Shifting Sands: Bubble Fears Meet Persistent Enthusiasm

    DigitalOcean's AI Cloud platform gains traction, but concerns about an AI stock bubble and spending sustainability persist among investors.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting

    newsletter.tf/digitalocean-ai-

  2. Wall Street Grapples with AI's Shifting Sands: Bubble Fears Meet Persistent Enthusiasm

    DigitalOcean's AI Cloud platform gains traction, but concerns about an AI stock bubble and spending sustainability persist among investors.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting

    newsletter.tf/digitalocean-ai-

  3. Wall Street Grapples with AI's Shifting Sands: Bubble Fears Meet Persistent Enthusiasm

    DigitalOcean's AI Cloud platform gains traction, but concerns about an AI stock bubble and spending sustainability persist among investors.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting

    newsletter.tf/digitalocean-ai-

  4. Wall Street Grapples with AI's Shifting Sands: Bubble Fears Meet Persistent Enthusiasm

    DigitalOcean's AI Cloud platform gains traction, but concerns about an AI stock bubble and spending sustainability persist among investors.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting

    newsletter.tf/digitalocean-ai-

  5. DigitalOcean's AI Cloud platform is seeing strong demand, with its stock price rising beyond expectations. This comes as some analysts worry about a potential bubble in AI company valuations.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting
    newsletter.tf/digitalocean-ai-

  6. DigitalOcean's AI Cloud platform is seeing strong demand, with its stock price rising beyond expectations. This comes as some analysts worry about a potential bubble in AI company valuations.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting
    newsletter.tf/digitalocean-ai-

  7. DigitalOcean's AI Cloud platform is seeing strong demand, with its stock price rising beyond expectations. This comes as some analysts worry about a potential bubble in AI company valuations.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting
    newsletter.tf/digitalocean-ai-

  8. DigitalOcean's AI Cloud platform is seeing strong demand, with its stock price rising beyond expectations. This comes as some analysts worry about a potential bubble in AI company valuations.

    #DigitalOcean, #AICloud, #StockMarket, #AIBubble, #TechInvesting
    newsletter.tf/digitalocean-ai-

  9. @OrionKidder

    There will be no #aibubble collapse.

    Not in the sense most #Luddites are praying for.

    Sure at some stage there will be market consolidation, but there will be no tumbleweeds rolling through abandoned data centres.

    In the short term, the #compute will he sold for cents on the dollar, the compute market is already commoditfying.

    Instead of multiple #Ai firms, there will emerge 2-3 monoliths, in the same way #dotcom crash left dark fibre in the ground and gave us google and Facebook.

  10. @OrionKidder

    There will be no #aibubble collapse.

    Not in the sense most #Luddites are praying for.

    Sure at some stage there will be market consolidation, but there will be no tumbleweeds rolling through abandoned data centres.

    In the short term, the #compute will he sold for cents on the dollar, the compute market is already commoditfying.

    Instead of multiple #Ai firms, there will emerge 2-3 monoliths, in the same way #dotcom crash left dark fibre in the ground and gave us google and Facebook.

  11. @OrionKidder

    There will be no #aibubble collapse.

    Not in the sense most #Luddites are praying for.

    Sure at some stage there will be market consolidation, but there will be no tumbleweeds rolling through abandoned data centres.

    In the short term, the #compute will he sold for cents on the dollar, the compute market is already commoditfying.

    Instead of multiple #Ai firms, there will emerge 2-3 monoliths, in the same way #dotcom crash left dark fibre in the ground and gave us google and Facebook.

  12. #CoryDoctorow has long been a TechCritic in constructive and humane sense. His neologism never fail to hit the nail on the head — such as his #enshitification which made it into the dictionary of many languages in one form or another. He has also been sounding the alarm bell on the #GenAISlop proliferation and its #financialisation while predicting that the #AIBubble will inevitable burst when financial markets can no longer justify the inflated valuation of the IA industry and its ancillary infrastructure. There is a quote in his latest bookk that I really like:

    “AI is the asbestos we are shoveling into the walls of our civilization and our descendants will be digging it out for generations…”

    Unfortunately, for many stupid reasons, this is where we’re at atm.

    pluralistic.net/2026/05/14/who

  13. #CoryDoctorow has long been a TechCritic in constructive and humane sense. His neologism never fail to hit the nail on the head — such as his #enshitification which made it into the dictionary of many languages in one form or another. He has also been sounding the alarm bell on the #GenAISlop proliferation and its #financialisation while predicting that the #AIBubble will inevitable burst when financial markets can no longer justify the inflated valuation of the IA industry and its ancillary infrastructure. There is a quote in his latest bookk that I really like:

    “AI is the asbestos we are shoveling into the walls of our civilization and our descendants will be digging it out for generations…”

    Unfortunately, for many stupid reasons, this is where we’re at atm.

    pluralistic.net/2026/05/14/who

  14. #CoryDoctorow has long been a TechCritic in constructive and humane sense. His neologism never fail to hit the nail on the head — such as his #enshitification which made it into the dictionary of many languages in one form or another. He has also been sounding the alarm bell on the #GenAISlop proliferation and its #financialisation while predicting that the #AIBubble will inevitable burst when financial markets can no longer justify the inflated valuation of the IA industry and its ancillary infrastructure. There is a quote in his latest bookk that I really like:

    “AI is the asbestos we are shoveling into the walls of our civilization and our descendants will be digging it out for generations…”

    Unfortunately, for many stupid reasons, this is where we’re at atm.

    pluralistic.net/2026/05/14/who

  15. #CoryDoctorow has long been a TechCritic in constructive and humane sense. His neologism never fail to hit the nail on the head — such as his #enshitification which made it into the dictionary of many languages in one form or another. He has also been sounding the alarm bell on the #GenAISlop proliferation and its #financialisation while predicting that the #AIBubble will inevitable burst when financial markets can no longer justify the inflated valuation of the IA industry and its ancillary infrastructure. There is a quote in his latest bookk that I really like:

    “AI is the asbestos we are shoveling into the walls of our civilization and our descendants will be digging it out for generations…”

    Unfortunately, for many stupid reasons, this is where we’re at atm.

    pluralistic.net/2026/05/14/who

  16. #CoryDoctorow has long been a TechCritic in constructive and humane sense. His neologism never fail to hit the nail on the head — such as his #enshitification which made it into the dictionary of many languages in one form or another. He has also been sounding the alarm bell on the #GenAISlop proliferation and its #financialisation while predicting that the #AIBubble will inevitable burst when financial markets can no longer justify the inflated valuation of the IA industry and its ancillary infrastructure. There is a quote in his latest bookk that I really like:

    “AI is the asbestos we are shoveling into the walls of our civilization and our descendants will be digging it out for generations…”

    Unfortunately, for many stupid reasons, this is where we’re at atm.

    pluralistic.net/2026/05/14/who

  17. Konservative #Politik is einfach konsequent #beratungsresistent.

    Wir könnten schön moderne Schulen, kostenlosen ÖPNV, neue Sozialwohnungen, komplette Umstellung auf Erneuerbare & Naturwiederherstellung haben. Entsprechend unserer allgemein anerkannten politischen Ziele & unserer Gesetze.

    Aber was kriegen wir statt dessen? Permanent!

    Immer die neuste Sackgasse, die sich als Millardengrab oder noch schlimmer erweist.

    #AIBubble

    #Europe #PoliticalCrisis

    #RatsInACage

    n-tv.de/wirtschaft/Europa-droh

    .

  18. Konservative #Politik is einfach konsequent #beratungsresistent.

    Wir könnten schön moderne Schulen, kostenlosen ÖPNV, neue Sozialwohnungen, komplette Umstellung auf Erneuerbare & Naturwiederherstellung haben. Entsprechend unserer allgemein anerkannten politischen Ziele & unserer Gesetze.

    Aber was kriegen wir statt dessen? Permanent!

    Immer die neuste Sackgasse, die sich als Millardengrab oder noch schlimmer erweist.

    #AIBubble

    #Europe #PoliticalCrisis

    #RatsInACage

    n-tv.de/wirtschaft/Europa-droh

    .

  19. Konservative #Politik is einfach konsequent #beratungsresistent.

    Wir könnten schön moderne Schulen, kostenlosen ÖPNV, neue Sozialwohnungen, komplette Umstellung auf Erneuerbare & Naturwiederherstellung haben. Entsprechend unserer allgemein anerkannten politischen Ziele & unserer Gesetze.

    Aber was kriegen wir statt dessen? Permanent!

    Immer die neuste Sackgasse, die sich als Millardengrab oder noch schlimmer erweist.

    #AIBubble

    #Europe #PoliticalCrisis

    #RatsInACage

    n-tv.de/wirtschaft/Europa-droh

    .

  20. Konservative #Politik is einfach konsequent #beratungsresistent.

    Wir könnten schön moderne Schulen, kostenlosen ÖPNV, neue Sozialwohnungen, komplette Umstellung auf Erneuerbare & Naturwiederherstellung haben. Entsprechend unserer allgemein anerkannten politischen Ziele & unserer Gesetze.

    Aber was kriegen wir statt dessen? Permanent!

    Immer die neuste Sackgasse, die sich als Millardengrab oder noch schlimmer erweist.

    #AIBubble

    #Europe #PoliticalCrisis

    #RatsInACage

    n-tv.de/wirtschaft/Europa-droh

    .

  21. Konservative #Politik is einfach konsequent #beratungsresistent.

    Wir könnten schön moderne Schulen, kostenlosen ÖPNV, neue Sozialwohnungen, komplette Umstellung auf Erneuerbare & Naturwiederherstellung haben. Entsprechend unserer allgemein anerkannten politischen Ziele & unserer Gesetze.

    Aber was kriegen wir statt dessen? Permanent!

    Immer die neuste Sackgasse, die sich als Millardengrab oder noch schlimmer erweist.

    #AIBubble

    #Europe #PoliticalCrisis

    #RatsInACage

    n-tv.de/wirtschaft/Europa-droh

    .

  22. theguardian.com/us-news/2026/m “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

  23. theguardian.com/us-news/2026/m “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

  24. theguardian.com/us-news/2026/m “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

  25. theguardian.com/us-news/2026/m “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

  26. theguardian.com/us-news/2026/m “The facility will require about 9GW of power, which is more than the entire state of Utah currently consumes, and suck up a significant amount of water in an area that has been hit by severe drought in recent years.” #Stratos #AIBubble #Utah #CleanWater #climate

  27. #AIbubble : "AI investment has expanded beyond a tech company capital expenditure issue into a cross-financial-system credit stress test. Internal risk limits, regulatory pressure, and public opposition in parts of the U.S. — such as Maine — are compelling banks to restructure their financing models. If future computing demand falls short of expectations, data center debt could become the next high-risk segment in credit markets." finance.biggo.com/news/m-gb8p0

  28. #AIbubble : "AI investment has expanded beyond a tech company capital expenditure issue into a cross-financial-system credit stress test. Internal risk limits, regulatory pressure, and public opposition in parts of the U.S. — such as Maine — are compelling banks to restructure their financing models. If future computing demand falls short of expectations, data center debt could become the next high-risk segment in credit markets." finance.biggo.com/news/m-gb8p0

  29. #AIbubble : "AI investment has expanded beyond a tech company capital expenditure issue into a cross-financial-system credit stress test. Internal risk limits, regulatory pressure, and public opposition in parts of the U.S. — such as Maine — are compelling banks to restructure their financing models. If future computing demand falls short of expectations, data center debt could become the next high-risk segment in credit markets." finance.biggo.com/news/m-gb8p0

  30. #AIbubble : "AI investment has expanded beyond a tech company capital expenditure issue into a cross-financial-system credit stress test. Internal risk limits, regulatory pressure, and public opposition in parts of the U.S. — such as Maine — are compelling banks to restructure their financing models. If future computing demand falls short of expectations, data center debt could become the next high-risk segment in credit markets." finance.biggo.com/news/m-gb8p0

  31. #AIbubble : "AI investment has expanded beyond a tech company capital expenditure issue into a cross-financial-system credit stress test. Internal risk limits, regulatory pressure, and public opposition in parts of the U.S. — such as Maine — are compelling banks to restructure their financing models. If future computing demand falls short of expectations, data center debt could become the next high-risk segment in credit markets." finance.biggo.com/news/m-gb8p0

  32. Execs admit AI makes them value human workers less
    theregister.com/ai-ml/2026/05/
    As suits say they're burning cash on brainboxes without seeing results

    #AIBubble

  33. Execs admit AI makes them value human workers less
    theregister.com/ai-ml/2026/05/
    As suits say they're burning cash on brainboxes without seeing results

    #AIBubble

  34. Execs admit AI makes them value human workers less
    theregister.com/ai-ml/2026/05/
    As suits say they're burning cash on brainboxes without seeing results

    #AIBubble

  35. Execs admit AI makes them value human workers less
    theregister.com/ai-ml/2026/05/
    As suits say they're burning cash on brainboxes without seeing results

    #AIBubble

  36. Execs admit AI makes them value human workers less
    theregister.com/ai-ml/2026/05/
    As suits say they're burning cash on brainboxes without seeing results

    #AIBubble

  37. Incompetence of central banks is astounding.
    Why were these bubbles created? Who is responsible?
    Why they keep doubling down on implementing not functioning economic theories?
    Who are they serving? Public or government or financial institutions or some vested group?
    Why keep propping the dead economy to just to make economic numbers look good?
    What is the path from here?
    #Fed #economy #centralbanks #ECB #BOJ #PBOC #AI #AIbubble

  38. Did you know there are smart folks out there who LOATHE #Ai and refuse to learn about the tech ?

    They think Ai, progress ended with #GenAi

    The same folk, will passionately argue with you from the position of deliberate ignorance that

    Reasoning Ai models do not exist ... Even though such models use x100 compute burn and produce quantitavely different results?

    The same folk won't even engage meaningfully on #AgenticAi even though such models use x100 compute burn and produce quantitavely different results?

    There are now models that burn x10000 compute of the original #LLM and there are no signs of slowing down...

    ...what the luddites see as inevitable #aibubble is the insatiable demand for ever more powerful models.
    X1000000 is entirely probable and it may not even be #AGI

  39. Did you know there are smart folks out there who LOATHE #Ai and refuse to learn about the tech ?

    They think Ai, progress ended with #GenAi

    The same folk, will passionately argue with you from the position of deliberate ignorance that

    Reasoning Ai models do not exist ... Even though such models use x100 compute burn and produce quantitavely different results?

    The same folk won't even engage meaningfully on #AgenticAi even though such models use x100 compute burn and produce quantitavely different results?

    There are now models that burn x10000 compute of the original #LLM and there are no signs of slowing down...

    ...what the luddites see as inevitable #aibubble is the insatiable demand for ever more powerful models.
    X1000000 is entirely probable and it may not even be #AGI

  40. Did you know there are smart folks out there who LOATHE #Ai and refuse to learn about the tech ?

    They think Ai, progress ended with #GenAi

    The same folk, will passionately argue with you from the position of deliberate ignorance that

    Reasoning Ai models do not exist ... Even though such models use x100 compute burn and produce quantitavely different results?

    The same folk won't even engage meaningfully on #AgenticAi even though such models use x100 compute burn and produce quantitavely different results?

    There are now models that burn x10000 compute of the original #LLM and there are no signs of slowing down...

    ...what the luddites see as inevitable #aibubble is the insatiable demand for ever more powerful models.
    X1000000 is entirely probable and it may not even be #AGI

  41. "Mark Zuckerberg, Meta’s chief executive, has staked the future of his company on A.I. by weaving the powerful technology into apps like Facebook and Instagram and spending hundreds of billions of dollars on developing A.I. models and data centers. But as the Silicon Valley company tries to transition from an internet firm to an A.I. organization, its embrace of the technology has been awkward and, at times, downright ugly.

    Meta is pushing its 78,000 employees to adopt A.I. tools and factoring their use of the technology in performance reviews. The company is also tracking employees’ computer work to feed and train its A.I. models. And it is cutting jobs to offset its A.I. spending, saying last month that it would slash 10 percent of its work force.

    That has led to anger and anxiety as employees await news of whether they are affected by the layoffs, which are slated to be carried out on May 20, according to 11 current and former Meta employees. Some said they no longer saw Meta as a place for a long career. Others were looking for new jobs or trying to signal that they wanted to be laid off so they could receive severance pay, the current and former employees said.

    “It’s incredibly demoralizing,” an employee who does user research wrote in an internal post, which was reviewed by The Times."

    nytimes.com/2026/05/08/technol

    #AI #GenerativeAI #Meta #Layoffs #Automation #AIBubble

  42. "Mark Zuckerberg, Meta’s chief executive, has staked the future of his company on A.I. by weaving the powerful technology into apps like Facebook and Instagram and spending hundreds of billions of dollars on developing A.I. models and data centers. But as the Silicon Valley company tries to transition from an internet firm to an A.I. organization, its embrace of the technology has been awkward and, at times, downright ugly.

    Meta is pushing its 78,000 employees to adopt A.I. tools and factoring their use of the technology in performance reviews. The company is also tracking employees’ computer work to feed and train its A.I. models. And it is cutting jobs to offset its A.I. spending, saying last month that it would slash 10 percent of its work force.

    That has led to anger and anxiety as employees await news of whether they are affected by the layoffs, which are slated to be carried out on May 20, according to 11 current and former Meta employees. Some said they no longer saw Meta as a place for a long career. Others were looking for new jobs or trying to signal that they wanted to be laid off so they could receive severance pay, the current and former employees said.

    “It’s incredibly demoralizing,” an employee who does user research wrote in an internal post, which was reviewed by The Times."

    nytimes.com/2026/05/08/technol

    #AI #GenerativeAI #Meta #Layoffs #Automation #AIBubble

  43. "Mark Zuckerberg, Meta’s chief executive, has staked the future of his company on A.I. by weaving the powerful technology into apps like Facebook and Instagram and spending hundreds of billions of dollars on developing A.I. models and data centers. But as the Silicon Valley company tries to transition from an internet firm to an A.I. organization, its embrace of the technology has been awkward and, at times, downright ugly.

    Meta is pushing its 78,000 employees to adopt A.I. tools and factoring their use of the technology in performance reviews. The company is also tracking employees’ computer work to feed and train its A.I. models. And it is cutting jobs to offset its A.I. spending, saying last month that it would slash 10 percent of its work force.

    That has led to anger and anxiety as employees await news of whether they are affected by the layoffs, which are slated to be carried out on May 20, according to 11 current and former Meta employees. Some said they no longer saw Meta as a place for a long career. Others were looking for new jobs or trying to signal that they wanted to be laid off so they could receive severance pay, the current and former employees said.

    “It’s incredibly demoralizing,” an employee who does user research wrote in an internal post, which was reviewed by The Times."

    nytimes.com/2026/05/08/technol

    #AI #GenerativeAI #Meta #Layoffs #Automation #AIBubble

  44. "Mark Zuckerberg, Meta’s chief executive, has staked the future of his company on A.I. by weaving the powerful technology into apps like Facebook and Instagram and spending hundreds of billions of dollars on developing A.I. models and data centers. But as the Silicon Valley company tries to transition from an internet firm to an A.I. organization, its embrace of the technology has been awkward and, at times, downright ugly.

    Meta is pushing its 78,000 employees to adopt A.I. tools and factoring their use of the technology in performance reviews. The company is also tracking employees’ computer work to feed and train its A.I. models. And it is cutting jobs to offset its A.I. spending, saying last month that it would slash 10 percent of its work force.

    That has led to anger and anxiety as employees await news of whether they are affected by the layoffs, which are slated to be carried out on May 20, according to 11 current and former Meta employees. Some said they no longer saw Meta as a place for a long career. Others were looking for new jobs or trying to signal that they wanted to be laid off so they could receive severance pay, the current and former employees said.

    “It’s incredibly demoralizing,” an employee who does user research wrote in an internal post, which was reviewed by The Times."

    nytimes.com/2026/05/08/technol

    #AI #GenerativeAI #Meta #Layoffs #Automation #AIBubble

  45. "Mark Zuckerberg, Meta’s chief executive, has staked the future of his company on A.I. by weaving the powerful technology into apps like Facebook and Instagram and spending hundreds of billions of dollars on developing A.I. models and data centers. But as the Silicon Valley company tries to transition from an internet firm to an A.I. organization, its embrace of the technology has been awkward and, at times, downright ugly.

    Meta is pushing its 78,000 employees to adopt A.I. tools and factoring their use of the technology in performance reviews. The company is also tracking employees’ computer work to feed and train its A.I. models. And it is cutting jobs to offset its A.I. spending, saying last month that it would slash 10 percent of its work force.

    That has led to anger and anxiety as employees await news of whether they are affected by the layoffs, which are slated to be carried out on May 20, according to 11 current and former Meta employees. Some said they no longer saw Meta as a place for a long career. Others were looking for new jobs or trying to signal that they wanted to be laid off so they could receive severance pay, the current and former employees said.

    “It’s incredibly demoralizing,” an employee who does user research wrote in an internal post, which was reviewed by The Times."

    nytimes.com/2026/05/08/technol

    #AI #GenerativeAI #Meta #Layoffs #Automation #AIBubble