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← The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares.

17 connected korrents · 17 moments from 18 Mar 2024 to 21 Oct 2026.

Everything filed under AI alignment AI alignment Everything filed under coding agents coding agents Everything filed under OpenAI OpenAI Everything filed under AI agents AI agents Everything filed under LLMs LLMs Everything filed under investing investing Everything filed under stock market stock market Everything filed under AGI AGI Same subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subjectSame subject Read this korrent: The AI bubble is under strain, and the recent run of bad signs is a worse set of trendlines than in earlier scares. The AI bubble is under strain, and therecent run of bad signs is a worse set oftrendlines 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: Neither the AI enthusiasts nor the AI sceptics are making it up; both camps are looking at real trends. — tap to centre the map on it Neither the AI enthusiasts nor theAI sceptics are making it up; bothcamps are looking at real trends. Last stated 3 months ago 12 Aug 2026 CM Charity Majors — holds since 2026-08-12 — tap for who they are Same subject: The software job losses of the past few years were caused more by the end of zero-interest-rate money and the post-COVID crash than by AI. — tap to centre the map on it The software job losses of the pastfew years were caused more by theend of zero-interest-rate money andthe post-COVID crash than by AI. Last stated 3 months ago 29 Jul 2026 HW Hillel Wayne — holds since 2026-07-29 — 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 abubble, because it lacks theself-reinforcing feedback loop thatdrove the railway and telecommanias. Last stated 2 years ago 13 Jan 2025 DO Doug O'Laughlin — holds since 2025-01-13 — tap for who they are Same subject: It is good that the agents-talking-to-agents scare happened in 2026 rather than in 2030, when AI could actually be scary enough to warrant it. — tap to centre the map on it It is good that theagents-talking-to-agents scarehappened in 2026 rather than in2030, when AI could actually bescary enough to warrant it. Last stated 9 months ago 12 Feb 2026 PS Peter Steinberger — holds since 2026-02-12 — tap for who they are Same subject: The current state of AI agents is at a plateau of decreasing returns where model intelligence increases but useful outcomes have not gelled. — tap to centre the map on it The current state of AI agents is ata plateau of decreasing returnswhere model intelligence increasesbut useful outcomes have not gelled. Last stated a month ago 30 Sept 2026 RC Rui Carmo — holds since 2026-09-30 — tap for who they are Same subject: The long trend of making it easier for ordinary people to index more of the economy will resume, and AI itself will help by cutting the cost of going public. — tap to centre the map on it The long trend of making it easierfor ordinary people to index more ofthe economy will resume, and AIitself will help by cutting the costof going public. Last stated 5 months ago 4 Jun 2026 PT Phil Trammell — holds since 2026-06-04 — tap for who they are Same subject: We are already in an intelligence explosion and have been for decades, so AI will show up as more of the same exponential rather than a break in it. — tap to centre the map on it We are already in an intelligenceexplosion and have been for decades,so AI will show up as more of thesame exponential rather than a breakin it. Last stated a year ago 17 Oct 2025 AK Andrej Karpathy — holds since 2025-10-17 — tap for who they are Same subject: People have grown accustomed to AI being non-deterministic and occasionally wrong, so it carries little brand risk anymore. — tap to centre the map on it People have grown accustomed to AIbeing non-deterministic andoccasionally wrong, so it carrieslittle brand risk anymore. Last stated a month ago 18 Sept 2026 HD Horace Dediu — holds since 2026-09-18 — tap for who they are Same subject: A company that uses an algorithm to nudge customers into behavior that isn't good for them is doing something bad. — tap to centre the map on it A company that uses an algorithm tonudge customers into behavior thatisn't good for them is doingsomething bad. Last stated a year ago 7 Oct 2025 MM Mr. Money Mustache — holds since 2025-10-07 — tap for who they are Same subject: A control evaluation that reports under one per cent risk should be read as several per cent, because the evaluation can itself fail. — tap to centre the map on it A control evaluation that reportsunder one per cent risk should beread as several per cent, becausethe evaluation can itself fail. Last stated 2 years ago 7 May 2024 BS Buck Shlegeris — holds since 2024-05-07 — tap for who they are Same subject: A feedback loop that reinforces a behavior pulls it toward whatever improves the loop's own score. — tap to centre the map on it A feedback loop that reinforces abehavior pulls it toward whateverimproves the loop's own score. Last stated 2 months ago 26 Aug 2026 HK Henrik Karlsson — holds since 2026-08-26 — tap for who they are Same subject: A PHP vulnerability found with GPT-5.6 Sol will cause havoc this week. — tap to centre the map on it A PHP vulnerability found withGPT-5.6 Sol will cause havoc thisweek. Last stated a week ago 21 Oct 2026 PS Peter Steinberger — holds since 2026-10-21 — tap for who they are Same subject: A startup should not begin life as a nonprofit and bolt a for-profit arm on later, whatever OpenAI's own history suggests. — tap to centre the map on it A startup should not begin life as anonprofit and bolt a for-profit armon later, whatever OpenAI's ownhistory suggests. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: Advertising was a necessary phase for the internet but a momentary industry, and an AI people pay for is better because they know the answers are not influenced by advertisers. — tap to centre the map on it Advertising was a necessary phasefor the internet but a momentaryindustry, and an AI people pay foris better because they know theanswers are not influenced byadvertisers. Last stated 3 years ago 18 Mar 2024 SA Sam Altman — holds since 2024-03-18 — tap for who they are Same subject: "I don't know" becomes a kind of superpower when you can work with Claude Code to figure things out. — tap to centre the map on it "I don't know" becomes a kind ofsuperpower when you can work withClaude Code to figure things out. Last stated 7 months ago 19 Mar 2026 KP Kris Puckett — holds since 2026-03-19 — tap for who they are Same subject: A coding agent does not learn from its mistakes the way a person does -- it repeats the same error indefinitely unless a human notices and writes it down. — tap to centre the map on it A coding agent does not learn fromits mistakes the way a person does-- it repeats the same errorindefinitely unless a human noticesand writes it down. Last stated 7 months ago 25 Mar 2026 MZ Mario Zechner — holds since 2026-03-25 — tap for who they are Same subject: A coding agent left to run over a weekend returns work that is half good, a quarter garbage and a quarter in need of repair. — tap to centre the map on it A coding agent left to run over aweekend returns work that is halfgood, a quarter garbage and aquarter in need of repair. Last stated a year ago 18 Aug 2025 CB Clay Bavor — holds since 2025-08-18 — tap for who they are
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At the centre 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 16 Oct 2026 · 2 weeks ago Holds Brian Merchant Read this korrent →