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#bubble — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #bubble, aggregated by home.social.

  1. Well, this seems a cogent reason for the deflation if not bursting of the #AI bubble.
    "If it can be suggested that an AI company failed to put in place procedures to ensure its products are properly governed and controlled, personal liability can attach to the corporation's directors. The director might have insurance against that risk, but, given the scale of the risk, whether cover is adequate, and can continue to be afforded, are questions to which answers cannot be known as yet. This is the factor that insurance companies seem to be suggesting they are concerned about when it is clear that billion-dollar settlements are now being made by AI and tech companies for breaches of the law."
    taxresearch.org.uk/Blog/2026/1
    #Insurance #Bubble #inequality #economics #PoliticalEconomy #politics

  2. RE: The above.

    I totally get Ed Zitron's exasperation at others suddenly bandwagoning over a simple calculation he's been shouting into the void for years.

    > Dead Money. wheresyoured.at/dead-money/

    > I’ll admit it’s vindicating to see so many people suddenly jump on the “how much money do hyperscalers need to justify their capex?” train, even if not a single one of them bothers to give me credit.

    #AI #bubble

  3. Will the #AI #investment #bubble burst? I say the 1 Trillion market deflates in 2027.

    #Qwen 3.8 class models are already good enough for most tasks — and fit on one 24GB GPU. As models shrink, chipmakers return to the home market and by mid-2027 dedicated AI chips — not just datacenter GPUs — will be the default.

    Facts gathered (with a locally hosted AI model's help) via @financialtimes @TheEconomist @cnbc + tech companies' forecasts.

    Read my #blog roland.alton.at/roland/rolog/a

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