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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

751,879 subscribers

1,318,173 просмотров • 9 месяцев назад •via X (Twitter)

Новости и политика Финансы

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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.

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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.

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

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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.

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A recent Forrester study found that 55% of companies regret laying off human workers in favor of AI. ABC News' Mike Muse breaks down where companies may have miscalculated and which industries he expects will face the greatest disruption as AI continues to reshape the workforce.

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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.

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🚨 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.

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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

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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 ↓

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Is the danger of AI that it's a bubble? Or that its very tangible benefits will accrue to only the largest, richest companies? I discussed with Larry Fink, CEO of BlackRock, the largest asset manager in the world:

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