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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.
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Why AI looks a bit bubbly
https://www.economist.com/business/2025/07/31/who-will-pay-for-the-trillion-dollar-ai-boom
https://www.ft.com/content/c7b9453e-f528-4fc3-9bbd-3dbd369041be?mc_cid=6c51aaf3e5&mc_eid=5917efd771
https://paulkedrosky.com/weekend-reading-plus-spvs-meta-and-fiber-buildout-2-0/
https://www.bloomberg.com/news/articles/2025-10-04/why-ai-bubble-concerns-loom-as-openai-microsoft-meta-ramp-up-spending
https://www.ft.com/content/da16e2b1-4fc2-4868-8a37-17030b8c5498
Bull case
https://www.derekthompson.org/p/why-ai-is-not-a-bubble
https://hbr.org/2025/10/is-ai-a-boom-or-a-bubble
US economic dependence on AI
https://x.com/JosephPolitano/status/1975351961898918049/photo/1
https://www.noahpinion.blog/p/americas-future-could-hinge-on-whether?utm_source=substack&utm_campaign=post_embed&utm_medium=web
https://seekingalpha.com/news/4464647-deeper-dive-the-wealthiest-10-of-americans-own-90-of-the-stock-market
https://www.bloomberg.com/news/articles/2025-09-16/top-10-of-earners-drive-a-growing-share-of-us-consumer-spending
https://www.bbc.co.uk/news/articles/cjedze7e95lo
https://www.economist.com/finance-and-economics/2025/08/18/how-americas-ai-boom-is-squeezing-the-rest-of-the-economy
https://www.ft.com/content/e9be3e3f-2efe-42f7-b2d2-8ab3efea27a8
https://mronline.org/2025/10/17/the-ai-bubble-and-the-u-s-economy/
Global economic dependence
https://www.economist.com/finance-and-economics/2025/09/07/what-if-the-ai-stockmarket-blows-up
https://www.apolloacademy.com/record-high-foreign-ownership-of-the-us-equity-market/
