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Trump's economy is being held up by a massive AI bubble. A recent study found that of 300 companies that owned generative AI tools, 95% reported zero return on their investments. We will not entertain a bailout of these companies should this bubble pop.

Rep. Alexandria Ocasio-Cortez

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1,317,544 views • 7 months ago •via X (Twitter)

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BREAKING: AOC just said that there is a massive economic bubble from AI stocks. She said that Congress should not entertain a bailout.

BREAKING: AOC just said that there is a massive economic bubble from AI stocks. She said that Congress should not entertain a bailout.

Quiver Quantitative

57,226 views • 7 months ago

AOC: Trump has been saying the economy is booming, but it’s really only seven tech companies. They’re driving this growth in just one sector: AI. So the entire economic growth can be tracked down to seven companies and their AI expansion. Forty percent of economic growth is attributed to these companies alone, and 80% of stock gains this year came from AI companies. People are justifying these levels of investment because of the promises CEOs make — that there will be a return on that investment. For a company like OpenAI, their valuation is based on the expectation that they’re going to figure out how to make a profit off this, and they haven’t. Generating this increased human dependency that can be mined — people’s deepest fears, emotional content — can all be mined for this empty promise that we’re getting from these companies in the pursuit of profit. The reason I bring all of this up is that the exposure to this industry and this investment, I fear, has reached broad levels of the American economy. We’re talking about 40% of growth being attributed to that sector alone, and it has not turned a profit. We’re talking about a massive economic bubble. Depending on the exposure of that bubble, we could be facing 2008-style threats to economic stability.

AOC: Trump has been saying the economy is booming, but it’s really only seven tech companies. They’re driving this growth in just one sector: AI. So the entire economic growth can be tracked down to seven companies and their AI expansion. Forty percent of economic growth is attributed to these companies alone, and 80% of stock gains this year came from AI companies. People are justifying these levels of investment because of the promises CEOs make — that there will be a return on that investment. For a company like OpenAI, their valuation is based on the expectation that they’re going to figure out how to make a profit off this, and they haven’t. Generating this increased human dependency that can be mined — people’s deepest fears, emotional content — can all be mined for this empty promise that we’re getting from these companies in the pursuit of profit. The reason I bring all of this up is that the exposure to this industry and this investment, I fear, has reached broad levels of the American economy. We’re talking about 40% of growth being attributed to that sector alone, and it has not turned a profit. We’re talking about a massive economic bubble. Depending on the exposure of that bubble, we could be facing 2008-style threats to economic stability.

Acyn

1,057,749 views • 7 months ago

AI is not a bubble, but companies need patience as they wait to see return on investment, says Visionaries Club general partner Judith Dada

AI is not a bubble, but companies need patience as they wait to see return on investment, says Visionaries Club general partner Judith Dada

Bloomberg

13,568 views • 23 days ago

I can't find a sector of the economy that isn't using AI now. Every single sector, including all the small companies I invest in, is using an AI app and is spending more on AI applications than they did 18 months ago. It's a productivity tool and a margin enhancer. So this idea that it's a bubble in the sense that all these companies don't have earnings yet, it's a race to see who's gonna deliver the prize and I bet on all of them.

I can't find a sector of the economy that isn't using AI now. Every single sector, including all the small companies I invest in, is using an AI app and is spending more on AI applications than they did 18 months ago. It's a productivity tool and a margin enhancer. So this idea that it's a bubble in the sense that all these companies don't have earnings yet, it's a race to see who's gonna deliver the prize and I bet on all of them.

Kevin O'Leary aka Mr. Wonderful

13,596 views • 8 months ago

This is why AI is not a bubble. Even a small drop in global labor costs is worth trillions. Capital is going into infrastructure that companies will depend on for decades. Bubbles bet on revenue that might show up later while this buildout is betting on expenses coming down.

This is why AI is not a bubble. Even a small drop in global labor costs is worth trillions. Capital is going into infrastructure that companies will depend on for decades. Bubbles bet on revenue that might show up later while this buildout is betting on expenses coming down.

Shay Boloor

234,701 views • 8 months ago

🚨 THE AI COST BUBBLE IS GETTING WORSE. Companies pushed employees to “tokenmaxx” and aggressively use AI tools to boost productivity scores, but agentic AI can consume up to 1,000x more tokens than normal AI queries. Now the same companies that hyped AI cost savings are discovering that heavy AI usage is actually exploding operating costs instead of reducing them.

🚨 THE AI COST BUBBLE IS GETTING WORSE. Companies pushed employees to “tokenmaxx” and aggressively use AI tools to boost productivity scores, but agentic AI can consume up to 1,000x more tokens than normal AI queries. Now the same companies that hyped AI cost savings are discovering that heavy AI usage is actually exploding operating costs instead of reducing them.

Crypto Rover

69,155 views • 1 month ago

Stepping outside my Stanford/Google/Waymo research bubble and sitting with real American companies made me realize why the bulk of the economy was not automatable by software or AI. We needed something new that is neither strictly code or AI, something that can flex but deliver reliable and affordable results to the biggest companies in the world. TBPN Poetic

Stepping outside my Stanford/Google/Waymo research bubble and sitting with real American companies made me realize why the bulk of the economy was not automatable by software or AI. We needed something new that is neither strictly code or AI, something that can flex but deliver reliable and affordable results to the biggest companies in the world. TBPN Poetic

Markie Wagner

949,668 views • 19 days ago

Bill Gates was asked live on air whether AI is a bubble. he didn't soften his answer. the man who built Microsoft and lived through every tech wave of the last 50 years. "it's a bubble only in the sense that not all of these valuations will go up, some will fall. but behind it stands a deeply profound technology that will reshape the world. there's not the slightest doubt about that" he added that the competition will be brutal and a share of the overvalued companies won't be worth that much, but the technology itself is nothing anyone should doubt. bookmark it and watch the full interview ↓

Bill Gates was asked live on air whether AI is a bubble. he didn't soften his answer. the man who built Microsoft and lived through every tech wave of the last 50 years. "it's a bubble only in the sense that not all of these valuations will go up, some will fall. but behind it stands a deeply profound technology that will reshape the world. there's not the slightest doubt about that" he added that the competition will be brutal and a share of the overvalued companies won't be worth that much, but the technology itself is nothing anyone should doubt. bookmark it and watch the full interview ↓

damir akaza

212,872 views • 23 days ago

Will AI save the economy? Or is it a bubble waiting to pop? I asked Derek Thompson, co-author of the bestseller "Abundance."

Will AI save the economy? Or is it a bubble waiting to pop? I asked Derek Thompson, co-author of the bestseller "Abundance."

Fareed Zakaria

31,937 views • 10 months ago

"It is remarkable what AI will enable as long as we make sure it is diffused properly...as long as the mindset of companies is not just on labor displacement, but on labor enhancing." Economist Mohamed A. El-Erian on the inevitability of why the AI bubble is rational and inevitable

"It is remarkable what AI will enable as long as we make sure it is diffused properly...as long as the mindset of companies is not just on labor displacement, but on labor enhancing." Economist Mohamed A. El-Erian on the inevitability of why the AI bubble is rational and inevitable

Quest Means Business

52,002 views • 7 months ago

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Beth Kindig

67,388 views • 7 months ago

David Sacks: NO Federal Bailout for AI – “Build out, not bailout” “My entire feed was full of comments saying that we can't allow OpenAI to have a federal bailout.” “Look, there's not gonna be a federal bailout for AI, not gonna happen.” “We have five major frontier model companies right now, and there are new companies being formed all the time.” “And if one of them fails, hey, it's gonna go out of business and the other ones are gonna replace it.” “So nobody is talking about a bailout.” “I do think that we want to make it easier to build infrastructure in this country.” “And that means making permitting easier, making power generation easier. That's all about regulatory reform.” “And I think that the goal here is to enable a rapid infrastructure build out without increasing residential rates for electricity, that's the thing we have to combat.” “But the way that you solve that problem is by making it easier for these AI companies to stand up their own power generation behind the meter, and that requires regulatory reform. That's what the president has called for.” “So no one's talking about a bailout. We are talking about making permitting easier, and making it easier to do build outs.” “So ‘Build out, not bailout’ should be our motto here.”

David Sacks: NO Federal Bailout for AI – “Build out, not bailout” “My entire feed was full of comments saying that we can't allow OpenAI to have a federal bailout.” “Look, there's not gonna be a federal bailout for AI, not gonna happen.” “We have five major frontier model companies right now, and there are new companies being formed all the time.” “And if one of them fails, hey, it's gonna go out of business and the other ones are gonna replace it.” “So nobody is talking about a bailout.” “I do think that we want to make it easier to build infrastructure in this country.” “And that means making permitting easier, making power generation easier. That's all about regulatory reform.” “And I think that the goal here is to enable a rapid infrastructure build out without increasing residential rates for electricity, that's the thing we have to combat.” “But the way that you solve that problem is by making it easier for these AI companies to stand up their own power generation behind the meter, and that requires regulatory reform. That's what the president has called for.” “So no one's talking about a bailout. We are talking about making permitting easier, and making it easier to do build outs.” “So ‘Build out, not bailout’ should be our motto here.”

The All-In Podcast

115,786 views • 7 months ago

China’s AI Bubble Is Worse Than You Think — DeepSeek EXPOSED. In this video, we expose the truth behind China's so-called AI revolution. We break down why DeepSeek isn’t the breakthrough it’s claimed to be, how Chinese companies are fueling a dangerous AI bubble, and what this means for investors, the tech world, and the global economy.

China’s AI Bubble Is Worse Than You Think — DeepSeek EXPOSED. In this video, we expose the truth behind China's so-called AI revolution. We break down why DeepSeek isn’t the breakthrough it’s claimed to be, how Chinese companies are fueling a dangerous AI bubble, and what this means for investors, the tech world, and the global economy.

Ken Cao-The China Crash Chronicle

17,642 views • 2 months ago

Imagine thinking AI is a bubble and this doesn’t justify all the investments.

Imagine thinking AI is a bubble and this doesn’t justify all the investments.

Richard Hanania

93,937 views • 7 months ago

We all know AI is the future of technology. But almost nobody will OWN the technology shaping that future. The AI race is already underway. Billions are being invested. Companies are moving fast. AI is already reshaping entire industries. But when all this value gets created…Who actually benefits? Right now, mostly a handful of billionaires and Big Tech companies. We don’t think that’s fair. If AI is being built on the data, behavior, and contributions of ordinary people… Then ordinary people should share in the value it creates. That’s exactly what we’re building at Action Model: A future where AI is owned by the people, not just the few at the top.

We all know AI is the future of technology. But almost nobody will OWN the technology shaping that future. The AI race is already underway. Billions are being invested. Companies are moving fast. AI is already reshaping entire industries. But when all this value gets created…Who actually benefits? Right now, mostly a handful of billionaires and Big Tech companies. We don’t think that’s fair. If AI is being built on the data, behavior, and contributions of ordinary people… Then ordinary people should share in the value it creates. That’s exactly what we’re building at Action Model: A future where AI is owned by the people, not just the few at the top.

Action Model

20,807 views • 1 month ago

Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.

Gavin Baker built a massive position in $ALAB around the AI infrastructure theme, and the stock has now crossed $300. He thinks AI is different and that we are NOT in a bubble. He expresses this thesis behind many of his top holdings, including $NVDA, $MU, and $AMZN.

Sam Badawi

444,470 views • 1 month ago

.Mohamed A. El-Erian believes we are in a "rational" AI bubble: "The good news is that it's a construct that will make us more innovative, more competitive. The bad news is there will be tears, there will be losses because elements of it are elements of a bubble."

.Mohamed A. El-Erian believes we are in a "rational" AI bubble: "The good news is that it's a construct that will make us more innovative, more competitive. The bad news is there will be tears, there will be losses because elements of it are elements of a bubble."

Yahoo Finance

87,055 views • 7 months ago

The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

Podcast Alpha

16,010 views • 1 month ago

🚨This is how you turn a crash into a great depression. This is a public bailout of the worst bubble in history. “It’s a concept out there that’s so much money and it’s so big… where the American public essentially becomes a partner with the companies… the American people can benefit from the success of AI and by doing that they’re going to like it better…”

🚨This is how you turn a crash into a great depression. This is a public bailout of the worst bubble in history. “It’s a concept out there that’s so much money and it’s so big… where the American public essentially becomes a partner with the companies… the American people can benefit from the success of AI and by doing that they’re going to like it better…”

Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸

114,830 views • 24 days ago

"For it to NOT be a bubble... requires that the AI companies make hundreds of billions of dollars a year, in the next 24 months. That would be the fastest growing business in history." —Derek Thompson on why "there's no off-ramp" for the impact of artificial intelligence

"For it to NOT be a bubble... requires that the AI companies make hundreds of billions of dollars a year, in the next 24 months. That would be the fastest growing business in history." —Derek Thompson on why "there's no off-ramp" for the impact of artificial intelligence

Pablo Torre Finds Out

73,775 views • 3 months ago