Buy a copy of Assembly Required and get 10% off using the code ASSEMBLY: https://toolong.news/collections/assembly-required
The AI boom is starting to look increasingly like a bubble as investment outstrips revenue by unprecedented levels and even major tech companies are financing development in sneaky ways. And if the bubble bursts, it could take the US economy down with it.
đź“° Too Long: https://toolong.news/
đź’ˇ Got a Topic Suggestion? – https://forms.gle/mahEFmsW1yGTNEYXA
T
Our mission is to explain news and politics in an impartial, efficient, and accessible way, balancing import and interest while fostering independent thought.
TLDR is a completely independent & privately owned media company that’s not afraid to tackle the issues we think are most important. The channel is run by a small group of young people, with us hoping to pass on our enthusiasm for politics to other young people. We are primarily fan sourced with most of our funding coming from donations and ad revenue. No shady corporations, no one telling us what to say. We can’t wait to grow further and help more people get informed. Help support us by subscribing, engaging and sharing. Thanks!
//////////////////////
Why AI looks a bit bubbly
https://www.economist.com/business/2025/07/31/who-will-pay-for-the-trillion-dollar-ai-boomÂ
https://www.ft.com/content/c7b9453e-f528-4fc3-9bbd-3dbd369041be?mc_cid=6c51aaf3e5&mc_eid=5917efd771Â
https://paulkedrosky.com/weekend-reading-plus-spvs-meta-and-fiber-buildout-2-0/Â
https://www.bloomberg.com/news/articles/2025-10-04/why-ai-bubble-concerns-loom-as-openai-microsoft-meta-ramp-up-spendingÂ
https://www.ft.com/content/da16e2b1-4fc2-4868-8a37-17030b8c5498Â
Bull case
https://www.derekthompson.org/p/why-ai-is-not-a-bubbleÂ
https://hbr.org/2025/10/is-ai-a-boom-or-a-bubbleÂ
US economic dependence on AI
https://x.com/JosephPolitano/status/1975351961898918049/photo/1Â
https://www.noahpinion.blog/p/americas-future-could-hinge-on-whether?utm_source=substack&utm_campaign=post_embed&utm_medium=webÂ
https://seekingalpha.com/news/4464647-deeper-dive-the-wealthiest-10-of-americans-own-90-of-the-stock-marketÂ
https://www.bloomberg.com/news/articles/2025-09-16/top-10-of-earners-drive-a-growing-share-of-us-consumer-spendingÂ
https://www.bbc.co.uk/news/articles/cjedze7e95loÂ
https://www.economist.com/finance-and-economics/2025/08/18/how-americas-ai-boom-is-squeezing-the-rest-of-the-economyÂ
https://www.ft.com/content/e9be3e3f-2efe-42f7-b2d2-8ab3efea27a8Â
https://mronline.org/2025/10/17/the-ai-bubble-and-the-u-s-economy/Â
Global economic dependence
https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-upÂ
https://www.apolloacademy.com/record-high-foreign-ownership-of-the-us-equity-market/
