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Browsing Tag

Bubbles

5 posts
AArtificial intelligence
The 'Big Short' investor betting $1 billion against the AI bubble says Meta and Oracle's accounting is hiding the brutal truth
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The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth

  • November 13, 2025
That’s how Jim Morrow, founder and chief investment officer of Callodine Capital, describes the eventual – inevitable –…
BBusiness
Goldman Sachs says we’re not in an AI bubble, and its young multimillionaire clientele are all-in on AI-energy investments and healthcare innovations
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Goldman Sachs says we’re not in an AI bubble, and its young multimillionaire clientele are all-in on AI-energy investments and healthcare innovations

  • November 9, 2025
Last month, more than 100 young wealthy founders, inheritors, and industry leaders flew in from all around the…
EEconomy
Powell says that, unlike the dotcom boom, AI spending isn’t a bubble: ‘I won’t go into particular names, but they actually have earnings’
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Powell says that, unlike the dotcom boom, AI spending isn’t a bubble: ‘I won’t go into particular names, but they actually have earnings’

  • October 30, 2025
“I won’t go into particular names,” Powell told reporters after the Fed’s policy meeting, “but they actually have…
AArtificial intelligence
Did an OpenAI cofounder just pop the AI bubble? 'The models are not there'
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Did an OpenAI cofounder just pop the AI bubble? ‘The models are not there’

  • October 21, 2025
Andrej Karpathy, one of the most influential figures in modern artificial intelligence and a founding member of OpenAI,…
AArtificial intelligence
Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”
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Jensen Huang doesn’t care about Sam Altman’s AI hype fears: he thinks OpenAI will be the first “multi-trillion dollar hyperscale company”

  • September 29, 2025
Just as Open AI CEO Sam Altman and Meta leader Mark Zuckerberg begin acknowledging that there may be…
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