Assume AI Bubble. What Difference Would It Make?: John Authers

Oct. 1, 2025, 4:13 AM UTC

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Today’s Points:


  • Yes, it’s official, the US government just shut down.
  • Artificial intelligence is in some kind of a bubble.
  • The internet, cars, railroads and canals all started with burst bubbles — so there’s no reason AI couldn’t still be transformative.
  • Meanwhile, spending on data centers will make some people rich.
  • AND: Some more albums that are underrated.

Is AI a Bubble?

It’s an impossible question to ignore, so let’s make another attempt to answer it. September saw the publication of at least two ...

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