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#techbubble — Public Fediverse posts

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

  1. Jeremy Grantham, GMO co-founder, warns US economy would have entered recession in 2023 without AI boom, as tech giants' $725 billion capital expenditure plans represent unprecedented 2% of GDP dependency, while cautioning that new bubble is forming atop partially deflated 2022 market bubble.
    #YonhapInfomax #JeremyGrantham #AIInvestment #USEconomy #RecessionWarning #TechBubble #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  2. Jeremy Grantham, GMO co-founder, warns US economy would have entered recession in 2023 without AI boom, as tech giants' $725 billion capital expenditure plans represent unprecedented 2% of GDP dependency, while cautioning that new bubble is forming atop partially deflated 2022 market bubble.
    #YonhapInfomax #JeremyGrantham #AIInvestment #USEconomy #RecessionWarning #TechBubble #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  3. Jeremy Grantham, GMO co-founder, warns US economy would have entered recession in 2023 without AI boom, as tech giants' $725 billion capital expenditure plans represent unprecedented 2% of GDP dependency, while cautioning that new bubble is forming atop partially deflated 2022 market bubble.
    #YonhapInfomax #JeremyGrantham #AIInvestment #USEconomy #RecessionWarning #TechBubble #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  4. Jeremy Grantham, GMO co-founder, warns US economy would have entered recession in 2023 without AI boom, as tech giants' $725 billion capital expenditure plans represent unprecedented 2% of GDP dependency, while cautioning that new bubble is forming atop partially deflated 2022 market bubble.
    #YonhapInfomax #JeremyGrantham #AIInvestment #USEconomy #RecessionWarning #TechBubble #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  5. The afternoon is drawing to a close, and it’s time to call it a day! ☕️
    In a connected (and often remote) work environment, the lines are unfortunately becoming increasingly blurred. As a union representative, the “right to be unreachable” is incredibly important to me.
    I’d be curious to know: How strict are you about this? Do you ruthlessly mute Slack, Teams, and emails after work? Or do you catch yourself quickly checking “just one message” in the evening? 📱🛑

    #EndOfTheWorkday #WorkLifeBalance #Union #NewWork #MentalHealth #TechBubble #Workplace

  6. “What changes when AI infra shifts from cash funding to borrowing?”

    Bernard: today’s AI buildout may be ~2%, maybe 5–6% with “hidden balance sheet” data center debt. Michael Smith Jr.: the market gets uneasy when Amazon, Google, and Microsoft start borrowing for it.

    Do you see this as healthy scaling or a warning sign? Read/listen at youtube.com/shorts/0A4xNviEGr0

    #AnalysePodcast #AIInfrastructure #TechBubble

  7. OpenAI’s $852bn valuation is a hallucination. Consumer growth is stalling, Sora is dead, and Anthropic is actively eating their corporate lunch. The AI bubble is fracturing internally while the media hypes a fake tech revolution. #OpenAI #TechBubble #ArtificialIntelligence
    deeppressanalysis.com

  8. One AI bubble has already burst. The next one—a ‘rare’ kind—is still growing, economist warns

    The AI stock bubble, much debated through the back half of 2025, has already burst. That’s the conclusion…
    #NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #Iran #Nvidia #saas #TechBubble #Technology #UK #UnitedKingdom
    newsbeep.com/uk/503185/

  9. One AI bubble has already burst. The next one—a ‘rare’ kind—is still growing, economist warns

    The AI stock bubble, much debated through the back half of 2025, has already burst. That’s the conclusion…
    #NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #AU #Australia #Iran #Nvidia #saas #TechBubble #Technology
    newsbeep.com/au/573746/

  10. AI hype versus reality: Is the market bubble leaking?

    The gap between AI promises and actual enterprise ROI is coming under intense scrutiny. As stock valuations reach record highs, investors are beginning to ask where the tangible profits are. We examine the current market signals to determine if we are witnessing a healthy correction or the first leaks in a massive AI speculative bubble.

    #AI #Markets #TechBubble #Investing #Economy 6 #Business #StockMarket #tech

    technology-news-channel.com/ai

  11. Anarchist Communist Group: **Will generative AI bring down Big Tech?**

    anarchistcommunism.org/2025/12

    The following translated article recently appeared in Alternative Libertaire, the monthly magazine of the Union Communiste Libertaire of France. Generative AI has become

    #Uncategorized #AI #ArtificialIntelligence #Techbubble

  12. The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth

    That’s how Jim Morrow, founder and chief investment officer of Callodine Capital, describes the eventual – inevitable –…
    #NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #Bubbles #CA #Canada #HousingBubble #investingstrategy #Markets #Meta #MichaelBurry #Nvidia #Oracle #TechBubble #Technology #thebigshort
    newsbeep.com/ca/288228/

  13. "These companies are stealing every scrap of data they can find, throwing compute power at it, draining our aquifers of water and our national grids of electricity and all we have so far is some software that you can’t trust not to make things up."
    Carole Cadwallader on the vapourware that is generative AI.
    #Broligarchy #TechBubble #SamAltman #OpenAI #Epstein #Trump
    broligarchy.substack.com/p/the

  14. Is the AI bubble about to pop? Experts say a "market correction" is more likely than a full collapse. The key to survival? Focus on human nuance, measurable value, and augmenting, not automating, capabilities. Projects prioritizing efficiency over real human need are destined to fail.

    Read more: artificialintelligence-news.co

    What's your take on the future of AI investment? #ArtificialIntelligence #TechBubble #ROI #Innovation #AIStrategy

  15. Wie cool is das denn? Ich liebe es, wenn außerhalb der #TechBubble positiv über #Linux und #OpenSource gesprochen wird. Die #SpaceFrogs sind und bleiben stabil! Kudos!

    youtu.be/ojlHTmMXVdo

  16. Wie cool is das denn? Ich liebe es, wenn außerhalb der #TechBubble positiv über #Linux und #OpenSource gesprochen wird. Die #SpaceFrogs sind und bleiben stabil! Kudos!

    youtu.be/ojlHTmMXVdo

  17. Wie cool is das denn? Ich liebe es, wenn außerhalb der #TechBubble positiv über #Linux und #OpenSource gesprochen wird. Die #SpaceFrogs sind und bleiben stabil! Kudos!

    youtu.be/ojlHTmMXVdo

  18. Wie cool is das denn? Ich liebe es, wenn außerhalb der #TechBubble positiv über #Linux und #OpenSource gesprochen wird. Die #SpaceFrogs sind und bleiben stabil! Kudos!

    youtu.be/ojlHTmMXVdo

  19. Remember the dot-com bubble? AI's getting some serious deja vu vibes with billions in investment, and over half of fund managers saying it's already a bubble. Cisco compares it to early internet excitement, predicting a market correction. Is history repeating, or is this truly different?

    What's your bet: boom or bust?
    artificialintelligence-news.co
    #AI #TechBubble #Investment #FutureOfAI #TechTrends

  20. The AI bubble is 17 times the size of the dot-com frenzy — and four times the subprime bubble, an analyst says. The real story is the reasoning behind it, which feels grounded. It argues the AI frenzy is just the latest symptom of a decade of artificially cheap money that fueled a massive misallocation of capital. More interesting for technologists, it zeroes in on what many are feeling: LLMs are hitting a wall of diminishing returns where training costs explode for tiny gains, without a clear business moat to show for it.

    TL;DR
    💸 The argument: The "bubble" isn't just AI, it's a massive capital misallocation fueled by a decade of near-zero interest rates.
    🤖 On the tech side, LLMs are hitting scaling limits. Each new model costs exponentially more to train for only marginal improvements.
    🤔 There's no defensible moat. Competitors can easily catch up, and a sustainable, profitable business model remains elusive for many.
    📉 The prediction: As cheap money ends and AI's wealth effect plateaus, the reversal could trigger a deflationary bust similar to 2001.

    marketwatch.com/story/the-ai-b
    #AI #Economics #TechBubble #VentureCapital

  21. WIRED's latest asks the ultimate existential question for our current tech era: Are we in an AI bubble? Given the endless hype cycles, it's a valid concern. My node_modules folder is certainly expanding like one. What signs do *you* see that suggest a bubble (or lack thereof)?

    #AI #TechBubble #FutureOfAI #DevLife #Wired
    wired.com/story/uncanny-valley

  22. The AI bubble is bigger than ever, but can it last? My latest article reveals why leadership and real customer focus, not hype, will decide who survives. Read now for a candid look behind the scenes of today’s tech frenzy.

    korte.co/5ecz

  23. Ich habe hier 2 alte Desktop PCs - einen mit einem i7 (locker 13 Jahre alt) einen mit einem Core2Duo (Fujutsu Desktop irgendwas...).

    Gibt es irgendjemanden, oder eine Organisation, die sowas noch möchte? Ich weiß, viele Orgas möchten nur Laptops, verstehe auch warum.

    Oder ist das in der Tat Elektroschrott und ich brings einfach weg?

    #TechBubble

  24. Geschichte kann sich wiederholen, muss aber nicht:
    Sam Altman vergleicht den aktuellen KI-Hype mit der Dotcom-Blase: Damals verloren viele Anleger Geld – aber die Technologie veränderte die Welt nachhaltig.
    Seine Aussagen befeuern nun die Debatte, ob und wann auch diese Blase platzt.
    #AI #TechBubble #Dotcom #TimeSeries handelsblatt.com/finanzen/maer

  25. Frage an die #Techbubble hier:

    Ich brauche privat einen neuen Rechner und möchte dabei von Chromebook auf #Linux umsteigen. Bevorzugt ein Gebrauchtgerät (zB bei AfB afb-group.de/shop/?L=0)

    Anforderung: bißchen Textverarbeitung und Tabellenkalkulation (einfachere Berechnungen), Internet natürlich und Bildbearbeitung (Darktable). Eher klein und leicht, externer Monitor vorhanden.

    Ich hab vor vielen Jahren schon mal Linux verwendet, aber nie installiert o.ä.

    #LinuxNewbie
    1/2

  26. 🎈 Oh, look! Another nostalgic trip down memory lane by #gramps from the Silicon Underground reminiscing about the good ol' days of the dotcom bubble, when tech stocks were as inflated as a clown's balloon animal. 🎈 No groundbreaking insights here, just a reminder that some people are still stuck in 2000 while the rest of us moved on. 🤷‍♂️
    dfarq.homeip.net/when-the-dotc #nostalgia #techbubble #memorylane #dotcombubble #HackerNews #ngated