What a Soros theory can tell us about the AI boom
So much of bubble activity is driven by feedback loops, dubbed reflexivity by the well-known investor
Related reading
Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
Open source could pop the AI bubble — and soon
Valuations rest on the incorrect assumption that frontier model creators have built massive, durable moats
The economic question we forget to ask about AI
Forget the singularity and robot takeovers; what matters is who captures the value added
The AI Shift: How to read the news
Questions to keep in mind when you come across splashy AI stories
Economists have caught the AI bug
It’s expanding the scope of research but challenging the profession’s process of weeding out mistakes
Big Tech’s $725bn AI spending spree sends free cash flow to a decade low
Silicon Valley giants have transformed from asset-light cash machines to huge infrastructure investors