In the last week, we’ve had no less than three different pieces asking whether the massive proliferation of data centers is a massive bubble, and though they, at times, seem to take the default position of AI’s inevitable value, they’ve begun to sour on the idea that| Ed Zitron's Where's Your Ed At
Plus how American professors are fighting back against the AI onslaught, a backlash over AI models in Vogue, and more.| www.bloodinthemachine.com
Founded in 1920, the NBER is a private, non-profit, non-partisan organization dedicated to conducting economic research and to disseminating research findings among academics, public policy makers, and business professionals.| NBER
This time let's think about a financial crisis before it happens.| www.noahpinion.blog
the goal with this is to generalize what happened with claude code & windsurf to the fatal flaw in the idea that “models getting cheaper” will bail out consumer ai margins| ethanding.substack.com
Not AI, just a favorite| DSHR's Blog
AI’s consumer tipping point has arrived. The post 2025: The State of Consumer AI appeared first on Menlo Ventures.| Menlo Ventures
Similarities between the dot-com bubble and the railway mania.| A Wealth of Common Sense
