#ai-bubble
Wiki 24
- AI Backlash — Public Polling Sentiment (May 2026) Axios on the May 2026 polling collapse — under-30s have lost the AI consumer base, both parties say development moves too fast, executives can't see it
- AI Bubble Pale Horses Checklist of warning signs that the AI bubble is deflating, tracking which have fired
- AI Companies Are Trying to Hide a Staggering Amount of Debt Futurism's writeup of Nikkei's finding that five US tech giants carry $1.65T in off-balance-sheet debt
- AI Is Too Expensive Zitron's May 2026 follow-up to the subprime-AI thesis — Microsoft sunk $87B into OpenAI, hyperscalers need $3-6T to break even, enterprises blow through token budgets, Zillow is AI Chernobyl
- AI Subsidy Economics How every link in the AI chain runs on subsidies, from GPU sales to consumer subscriptions
- AI sycophancy loop Stanford research showing AI models affirm users' actions 49% more than humans do, and that exposure makes users more confident, less skeptical, and more dependent
- AI Token Budget Explosion Enterprise customers exhausting annual AI token budgets in months — Uber, ServiceNow, Salesforce, Stripe, Zillow — with no usable per-task measurement and no SLA
- Anti-LLM Discourse The 2025-2026 cluster of public anti-AI / anti-LLM writing — its sub-genres, who occupies which slot, and what each is actually arguing
- Business Idiot Zitron's framing for the executive class whose job structure rewards an impression of work — exactly what LLMs are best at producing
- Edward Zitron Tech journalist behind "Where's Your Ed At," focused on AI industry financial unsustainability
- Garry Tan CEO of Y Combinator since 2023; recent figurehead for the executive AI-agent enthusiasm pattern, popularized "cyber psychosis" framing
- I Am An AI Hater (Anthony Moser) Moser's August 2025 essay rejecting polite AI discourse, cataloging documented harms, and framing AI as fundamentally fascist
- I Will Never Use AI to Code (Manning-Franklin) Anthony Manning-Franklin's nine-reason refusal, stitching personal-craft, skill-decay, economic, and ethical arguments into one declaration
- Knife-Catching Compute The Dario Amodei dilemma — order compute years ahead and risk bankruptcy if revenue doesn't materialise, or buy at last minute and pay spot prices that destroy margin
- Mass Opposition to Big Tech, and Silicon Valley's Denial (Merchant) Brian Merchant reads the backlash to data centers, Flock cameras and AI glasses as a rational rejection of big tech that the industry refuses to see
- Preferring Local OSS LLMs Neward's case for local open-source LLMs: cloud fragility, economics, privacy, and learning
- Speculative growth A temporary, unsustainable overvaluation can leave a permanent real legacy — if it installs enough capital to push the economy into a self-sustaining higher-capital equilibrium before the correction arrives
- Speculative Growth and the AI "Bubble" Caballero's (MIT) formal argument that an unsustainable AI valuation can leave a permanent real legacy — the bubble pops and the capital stays — if the correction arrives late enough
- The AI Great Leap Forward Corporate AI mandates as Great Leap Forward; backyard furnaces, fabricated metrics, anti-distillation
- The LLM Critics Are Right. I Use LLMs Anyway Jeremy Theocharis on the dissonance of agreeing with nearly every anti-LLM argument while spending $10k/month on tokens — and the workflow patterns that make it defensible
- The Pinnacle of Enshittification, or Large Language Models Gentoo developer's anti-LLM case — data theft, infrastructure harm, FLOSS fracturing, copywashing, labor displacement
- The Subprime AI Crisis Is Here Zitron's case that AI demand is subsidy-driven, with a predicted collapse sequence and warning signs
- Tokenmaxxing NYT-coined term for the status game of consuming the most AI tokens; consumption metrics divorced from output, sometimes formalized in internal leaderboards
- Your CEO is suffering from AI psychosis HandyAI's case that executive AI enthusiasm has decoupled from output — Garry Tan's gstack, "tokenmaxxing" leaderboards, sycophancy research, and platforms that simulate management
Sources 1
- The Subprime AI Crisis Is Here Full article pasted by user. See wiki summary for distilled content.