If AI revenue by 2030 needs to be more than the combined 2024 revenue of Amazon, Apple, Alphabet, Microsoft, Meta and Nvidia just to recoup the costs of depreciation on the chips then it's a bubble.
Comments
By sebastienBuilds 2025-09-2621:57 Every new technology creating opportunities and a overload of attention creates a bubble- however AI or Gen Intelligence through Language Models is giving us a tremendous amount of opportinities - A bubble so huge that it also contains many bubbles as well such as vibe coding and agents -
By gethly 2025-09-2613:21 Yes it is. Everyone knows it. We're just waiting for it to pop, that's all. Wait for China to refactor their DeepSeek v3 to run on Huawei chips. Then you'll see the US stock marker crash.
By ActorNightly 2025-09-2616:321 reply The concept of a bubble doesn't exist anymore. In the past, investors were way more tuned to value investing. Now days, investors dgaf about value as much as hype. As long as they can generate hype, the money will flow. And everyone is bought into the hype.
And really, overall its not really a bad thing, because money flowing = economic activity. The only downside is the focus of technological progress gets lost in the sauce, with a lot of companies thinking short term rather than actual persistent value.
By oldsklgdfth 2025-09-2617:48 > The concept of a bubble doesn't exist anymore.
It is a reminder that economics is firmly based on behavior. Interesting to see how economics reflects on this period in time.
> gets lost in the sauce Thanks you for referencing the contemporary rap philosopher Gucci Mane [0].
