this post was submitted on 10 Oct 2025
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I think the whole thing is a bubble, but it is a bubble of the whole US economy that is manifesting as a bubble in AI because that's the hype new industry.
Also, the bubble won't "pop" in exactly the way that people think it will. It's a complex system with many powerful vested interests involved. Even the GFC from 2007-2009 involved many interlinked crises that played out over years.
We might already be living in what future historians will call "the fuckening of 2025" or something.