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← The AI bubble holding up the global economy is deflating, and its…
17 connected korrents · 14 moments from 13 Jan 2025 to 21 Oct 2026.
Everything filed under AI and human skill
AI and human skill
Everything filed under stock market
stock market
Everything filed under venture capital
venture capital
Everything filed under AI and jobs
AI and jobs
Everything filed under data centers
data centers
Everything filed under investing
investing Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: The AI bubble holding up the global economy is deflating, and its crash will give its opponents their greatest leverage. The AI bubble holding up the global economy is deflating, and its crash will give its opponents their greatest leverage. Last stated a week ago
21 Oct 2026
NK
Naomi Klein — holds since 2026-10-21 — tap for who they are
Same subject: The AI bubble is going to pop soon and loudly. — tap to centre the map on it The AI bubble is going to pop soon and loudly. Last stated 3 weeks ago
13 Oct 2026
TB
Tim Bray — holds since 2026-10-13 — tap for who they are
Same subject: Using AI to integrate AI into the economy quickly probably has a lot of leverage. — tap to centre the map on it Using AI to integrate AI into the economy quickly probably has a lot of leverage. Last stated a year ago
16 Jun 2025
JK
Jared Kaplan — holds since 2025-06-16 — tap for who they are
Same subject: If the AI build-out does become a bubble, power and data centres are the assets that will carry it. — tap to centre the map on it If the AI build-out does become a bubble, power and data centres are the assets that will carry it. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: If AI's economic impact ends up matching the scale of current investment, AI-driven job displacement will spread well beyond the sectors already affected. — tap to centre the map on it If AI's economic impact ends up matching the scale of current investment, AI-driven job displacement will spread well beyond the sectors already affected. Last stated a month ago
27 Sept 2026
JP
Joseph Politano — holds since 2026-09-27 — tap for who they are
Same subject: The AI companies have gambled the entire economy on one of them winning. — tap to centre the map on it The AI companies have gambled the entire economy on one of them winning. Last stated a week ago
21 Oct 2026
NK
Naomi Klein — holds since 2026-10-21 — tap for who they are
Same subject: An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. — tap to centre the map on it An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination. Last stated 5 months ago
4 Jun 2026
AI
Alex Imas — holds since 2026-06-04 — tap for who they are
Same subject: The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares. — tap to centre the map on it The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares. Last stated 2 weeks ago
16 Oct 2026
BM
Brian Merchant — holds since 2026-10-16 — tap for who they are
Same subject: The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. — tap to centre the map on it The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias. Last stated 2 years ago
13 Jan 2025
DO
Doug O'Laughlin — holds since 2025-01-13 — tap for who they are
Same subject: A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. — tap to centre the map on it A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
Same subject: A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. — tap to centre the map on it A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack. Last stated 8 months ago
3 Mar 2026
SB
Sanjay Bakshi — holds since 2026-03-03 — tap for who they are
Same subject: A society's prosperity comes from its productivity, not from the financial system or stock market. — tap to centre the map on it A society's prosperity comes from its productivity, not from the financial system or stock market. Last stated a month ago
25 Sept 2026
MM
Mr. Money Mustache — holds since 2026-09-25 — tap for who they are
Same subject: A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. — tap to centre the map on it A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit. Last stated 5 months ago
14 Jun 2026
MP
Mark Pincus — holds since 2026-06-14 — tap for who they are
Same subject: A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. — tap to centre the map on it A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for. Last stated 5 months ago
2 Jun 2026
MP
Mark Pincus — holds since 2026-06-02 — tap for who they are
Same subject: About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. — tap to centre the map on it About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out. Last stated 3 months ago
18 Jul 2026
PL
Pieter Levels — holds since 2026-07-18 — tap for who they are
Same subject: A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it. — tap to centre the map on it A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it. Last stated 5 months ago
2 Jun 2026
LS
L. M. Sacasas — holds since 2026-06-02 — tap for who they are
Same subject: A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do. — tap to centre the map on it A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do. Last stated 11 months ago
18 Nov 2025
SY
Scott H. Young — holds since 2025-11-18 — tap for who they are
Same subject: A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job. — tap to centre the map on it A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job. Last stated a year ago
21 May 2025
EZ
Ed Zitron — holds since 2025-05-21 — tap for who they are
At the centre
The AI bubble holding up the global economy is deflating, and its crash will give its opponents their greatest leverage.
Holds Read this korrent →
The AI bubble is going to pop soon and loudly.
Holds
Using AI to integrate AI into the economy quickly probably has a lot of leverage.
Holds
If the AI build-out does become a bubble, power and data centres are the assets that will carry it.
Holds
If AI's economic impact ends up matching the scale of current investment, AI-driven job displacement will spread well beyond the sectors already affected.
Holds
The AI companies have gambled the entire economy on one of them winning.
Holds
An AI-caused recession requires the owners of capital to hit a hard ceiling on spending and then refuse to invest the rest, which is a very improbable combination.
Holds
The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares.
Holds
The AI build-out is not yet a bubble, because it lacks the self-reinforcing feedback loop that drove the railway and telecom manias.
Holds
A "good business" now means one that can display quarter-on-quarter stock growth, not one that makes good products at a fair price.
Holds
A high, stable dividend yield gives a stock's valuation a downside floor that growth stocks without dividends lack.
Holds
A society's prosperity comes from its productivity, not from the financial system or stock market.
Holds
A first-time founder has an advantage over a repeat winner, because past success makes it too easy to raise money and hire against a big vision before there is product-market fit.
Holds
A founder should take half the valuation if it buys all of the control, because the right to be wrong in your own way is what founding was for.
Holds
About 5% is the most common final ownership stake for the founder of a VC-funded startup that works out.
Holds
A machine doing your work better than you is no reason to stop doing it, because the point of the work was never that only you could do it.
Holds
A skill being automated is not a reason to stop learning it: practising what machines already do is often the stepping stone to what only people can do.
Holds
A well-written email does not need an AI summary, and an executive who delegates his reading to one has stopped doing the job.
Holds