#predictions

Wiki 5

• AI Bubble Pale Horses Checklist of warning signs that the AI bubble is deflating, tracking which have fired
• 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
• 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 Subprime AI Crisis Is Here Zitron's case that AI demand is subsidy-driven, with a predicted collapse sequence and warning signs