#techbubble — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #techbubble, aggregated by home.social.
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AI valuations have finally exited the Earth's orbit. Anthropic backers support their target IPO valuation by assuming that Anthropic's revenue will grow _tenfold_ within the next four months.
Don't worry, the cheque is in the post, Sir!
"Investors expect the Claude maker’s annualised revenue to be between $100bn and $120bn by the end of 2026, up by more than 10 times over the course of the year."
Report by George Hammond in today's FT. (Sorry, my links aren't working.)
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AI valuations have finally exited the Earth's orbit. Anthropic backers support their target IPO valuation by assuming that Anthropic's revenue will grow _tenfold_ within the next four months.
Don't worry, the cheque is in the post, Sir!
"Investors expect the Claude maker’s annualised revenue to be between $100bn and $120bn by the end of 2026, up by more than 10 times over the course of the year."
Report by George Hammond in today's FT. (Sorry, my links aren't working.)
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As they watched the moment of the Great Endarkening, Queen Sybilla remained completely silient and still. Then she spoke these words to the assembled ambassadors:
When sun and moon align in this way, the Evil Techlord shivers. The stars are on our side, my noble friends. Bubbles burst when the sky darkens. We need not wait much longer. Short Nvidia stock now.
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As they watched the moment of the Great Endarkening, Queen Sybilla remained completely silient and still. Then she spoke these words to the assembled ambassadors:
When sun and moon align in this way, the Evil Techlord shivers. The stars are on our side, my noble friends. Bubbles burst when the sky darkens. We need not wait much longer. Short Nvidia stock now.
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'
Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. https://www.profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags
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Is Big Tech Replaying the 3G Bubble With AI?
#AI #AIBubble #TechBubble #BigTech #Amazon #Google #Meta #Microsoft #OpenAI #Nvidia #DataCenters #AGI #CloudComputing #Environment #TechIndustry #Business #Economy #EnergyCrisis #Sustainability #3GCrisis #Tech
https://the-14.com/is-big-tech-replaying-the-3g-bubble-with-ai/ -
Is Big Tech Replaying the 3G Bubble With AI?
#AI #AIBubble #TechBubble #BigTech #Amazon #Google #Meta #Microsoft #OpenAI #Nvidia #DataCenters #AGI #CloudComputing #Environment #TechIndustry #Business #Economy #EnergyCrisis #Sustainability #3GCrisis #Tech
https://the-14.com/is-big-tech-replaying-the-3g-bubble-with-ai/ -
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
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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
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“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 https://youtube.com/shorts/0A4xNviEGr0
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Apple's pivot to hardware under Ternus is the death rattle of the service economy. Tech's era of financial engineering is over. The reality of brutal Asian supply chain wars is here. Cash is parked, buybacks halted. The hardware meatgrinder awaits. #Apple #TechBubble #Macro
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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
https://deeppressanalysis.com -
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
https://deeppressanalysis.com -
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
https://www.newsbeep.com/uk/503185/ -
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
https://www.newsbeep.com/au/573746/ -
Is the AI hype getting out of hand? 😬 Let's talk about what AI *actually* can (and can't) do, and why those expectations might need a reality check. New video exploring the tech bubble! Check it out. #AIRegulation #TechBubble #ArtificialIntelligence
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Systemic Risk Map: Why The Fed & Big Tech Are Crumbling Together
https://www.youtube.com/watch?v=GxpdUBRHURM
#Fed #JeromePowell #MarketCrash #AI #SaaS #Economy #TechBubble #Recession
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Big Tech is burning $660BN on AI capex this year, outpacing cash flows. Amazon & Meta are borrowing billions to build data centers for "Agentic AI" that hasn't proven ROI. It’s a massive debt-fueled gamble. If the AI bubble pops, the market crash will be legendary. #AI #TechBubble #Finance
https://deeppressanalysis.com -
Big Tech plans $660B in AI capex this year. Investors are nervous. It is an infrastructure arms race, not profit. If monetization stalls, this bubble bursts harder than the dot-com crash.
https://deeppressanalysis.com
#AI #TechBubble #Markets #Investing -
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
https://www.technology-news-channel.com/ai-hype-versus-reality-is-the-market-bubble-leaking/
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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
https://www.technology-news-channel.com/ai-hype-versus-reality-is-the-market-bubble-leaking/
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Nvidia's Jensen Huang screaming for more AI investment sounds less like a visionary and more like a man trying to keep the Ponzi scheme inflated. If the tech is so good, where is the profit without the hype? We are building a digital prison on credit. #AI #Nvidia #TechBubble
https://deeppressanalysis.com -
Post 1 / 4
Cory Doctorow argues that AI is a bubble—and that it will burst.
Most AI companies will fail. Many datacenters will be shuttered or sold for parts.
What matters is what’s left after the hype collapses.
👉 https://www.theguardian.com/us-news/ng-interactive/2026/jan/18/tech-ai-bubble-burst-reverse-centaur
@pluralistic
#AI #TechBubble -
Perspectivas económicas 2026: La depuración del mercado de Inteligencia Artificial. Un análisis sobre el retorno de inversión y el posible estallido de la burbuja especulativa. 📊📉 https://www.glitchmental.com/2025/12/mercado-ia-division-2026-burbuja-inversion.html #AIEconomics #TechBubble #MarketAnalysis
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🤖 L'IA è una bolla pronta a scoppiare o siamo davanti alla prossima grande rivoluzione? Scopriamo insieme come fare la differenza prima che sia troppo tardi. #IntelligenzaArtificiale #TechBubble
🔗 https://www.tomshw.it/business/bolle-finanziarie-e-intelligenza-artificiale-2025-12-09
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Anarchist Communist Group: **Will generative AI bring down Big Tech?**
https://www.anarchistcommunism.org/2025/12/03/will-generative-ai-bring-down-big-tech/
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 -
Anarchist Communist Group: **Will generative AI bring down Big Tech?**
https://www.anarchistcommunism.org/2025/12/03/will-generative-ai-bring-down-big-tech/
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 -
Michael Calore breaks down the four ingredients that could spark the next tech bubble: a flood of capital, speculative hype, lax regulation, and a self‑reinforcing feedback loop. From the dot‑com era to today’s AI rush, the signs are eerily familiar. Curious how these forces intersect? Dive into the analysis to see if we’re on the brink. #TechBubble #CapitalInflux #SpeculativeHype #RegulatorySlack
🔗 https://aidailypost.com/news/four-key-components-outlined-necessary-tech-bubble-analysis
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"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
https://broligarchy.substack.com/p/the-great-ai-bubble?publication_id=3323794&post_id=178880328&isFreemail=true&r=4ltgsi&triedRedirect=true -
Mira Murati's Thinking Machines seeks $50B valuation—4x its July funding—with one fine-tuning API and undisclosed revenue. The gap between pedigree pricing and product reality now defines AI's funding phase. #AIValuations #VentureCapital #TechBubble
https://www.implicator.ai/mira-muratis-thinking-machines-seeks-50-billion-it-has-one-api/
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Anthropic Expects Profitability in 2028, While OpenAI Foresees $74 Billion Loss
#AI #OpenAI #Anthropic #TechBubble #VentureCapital #StargateProject #AIBubble
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Anthropic Expects Profitability in 2028, While OpenAI Foresees $74 Billion Loss
#AI #OpenAI #Anthropic #TechBubble #VentureCapital #StargateProject #AIBubble
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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.
What's your take on the future of AI investment? #ArtificialIntelligence #TechBubble #ROI #Innovation #AIStrategy
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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!
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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!
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Seattle’s tech paradox: Amazon’s layoffs collide with the AI boom — or is it a bubble? - Image created by Google Gemini based on the audio of this week’s GeekWire Podcast... - https://www.geekwire.com/2025/seattles-tech-paradox-amazons-layoffs-collide-with-an-ai-boom-or-is-it-a-bubble/ #cascadiainnovationcorridor #artificialintelligence #startupecosystem #high-speedrail #venturecapital #seattletech #techlayoffs #techbubble #microsoft #andyjassy #podcasts #amazon #aiboom
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Microsoft, Meta Earnings Soar, Stocks Stumble: Big Tech is Betting Billions of Record Earnings on AI Dominance Amid Investor Fears of a Bubble
#AI #BigTech #Tech #Investing #Economy #StockMarket #Microsoft #Meta #Alphabet #CloudComputing #Economics #TechNews #AIInfrastructure #Capex #TechBubble
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Surviving the AI Capex Boom: Big Tech’s Spending Spree is an Echo of the Dot-Com Bubble
#AI #TechBubble #Investing #BigTech #Capex #Economics #WallStreet #AIEconomy #TechStocks #ValueInvesting #Magnificent7 #Finance #Technology
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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?
https://www.artificialintelligence-news.com/news/what-if-ai-is-the-next-dot-com-bubble/
#AI #TechBubble #Investment #FutureOfAI #TechTrends -
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.https://www.marketwatch.com/story/the-ai-bubble-is-17-times-the-size-of-the-dot-com-frenzy-this-analyst-argues-046e7c5c
#AI #Economics #TechBubble #VentureCapital -
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
https://www.wired.com/story/uncanny-valley-podcast-wired-roundup-are-we-in-an-ai-bubble/ -
Why Circular AI Deals Among OpenAI, Nvidia, AMD Are Raising Eyebrows