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The AI Bubble’s Shaky Math
Carl Benedikt Frey thinks the productivity gains are more muted, and the macro risks more pronounced, than in the dot-com bubble.
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fortune.com
Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact…
"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the underlying innovations were real."
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project-syndicate.org
The AI Bubble’s Shaky Math
Carl Benedikt Frey thinks the productivity gains are more muted, and the macro risks more pronounced, than in the dot-com bubble.
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forbes.com
The AI Bubble That Isn’t There
The AI bubble doesn’t reflect reality. However, energy, economics and new infrastructure, not hype, are reshaping the cost and machinery of intelligence.
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Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.