This week I tackled the big question of the moment: Is there an AI bubble?My message tried to offer a more nuanced, long-term view:

𝘽𝙮 𝙪𝙨𝙞𝙣𝙜 𝙩𝙝𝙚 𝙡𝙚𝙣𝙨 𝙤𝙛 𝙙𝙞𝙨𝙘𝙤𝙣𝙩𝙞𝙣𝙪𝙞𝙩𝙮, 𝙬𝙚 𝙘𝙖𝙣 𝙖𝙫𝙤𝙞𝙙 𝙛𝙤𝙘𝙪𝙨𝙞𝙣𝙜 𝙨𝙤𝙡𝙚𝙡𝙮 𝙤𝙣 𝙩𝙝𝙚 𝙨𝙝𝙤𝙧𝙩-𝙩𝙚𝙧𝙢 𝙗𝙪𝙗𝙗𝙡𝙚 𝙣𝙖𝙧𝙧𝙖𝙩𝙞𝙫𝙚, 𝙬𝙝𝙞𝙘𝙝 𝙢𝙞𝙨𝙨𝙚𝙨 𝙩𝙝𝙚 𝙡𝙖𝙧𝙜𝙚𝙧 𝙩𝙧𝙪𝙩𝙝: 𝙬𝙚'𝙧𝙚 𝙬𝙞𝙩𝙣𝙚𝙨𝙨𝙞𝙣𝙜 𝙩𝙝𝙚 𝙚𝙖𝙧𝙡𝙮 𝙨𝙩𝙖𝙜𝙚𝙨 𝙤𝙛 𝙖 𝙜𝙚𝙣𝙚𝙧𝙖𝙡-𝙥𝙪𝙧𝙥𝙤𝙨𝙚 𝙩𝙚𝙘𝙝𝙣𝙤𝙡𝙤𝙜𝙮 𝙙𝙚𝙥𝙡𝙤𝙮𝙢𝙚𝙣𝙩 𝙤𝙣 𝙥𝙖𝙧 𝙬𝙞𝙩𝙝 𝙚𝙡𝙚𝙘𝙩𝙧𝙞𝙘𝙞𝙩𝙮 𝙤𝙧 𝙩𝙝𝙚 𝙞𝙣𝙩𝙚𝙧𝙣𝙚𝙩. 𝙏𝙝𝙚 𝙦𝙪𝙚𝙨𝙩𝙞𝙤𝙣 𝙞𝙨𝙣'𝙩 𝙬𝙝𝙚𝙩𝙝𝙚𝙧 𝘼𝙄 𝙬𝙞𝙡𝙡 𝙩𝙧𝙖𝙣𝙨𝙛𝙤𝙧𝙢 𝙩𝙝𝙚 𝙚𝙘𝙤𝙣𝙤𝙢𝙮. 𝙄𝙩'𝙨 𝙬𝙝𝙞𝙘𝙝 𝙘𝙤𝙢𝙥𝙖𝙣𝙞𝙚𝙨 𝙬𝙞𝙡𝙡 𝙘𝙖𝙥𝙩𝙪𝙧𝙚 𝙩𝙝𝙚 𝙫𝙖𝙡𝙪𝙚. 𝘼𝙣𝙙 𝙬𝙝𝙚𝙣.

Find it here:

lnkd.in/ejRUDzDC researching the article, I read a wide range of thoughtful pieces dissecting the arguments for and against the AI bubble label, many here on substack.

Several I cited directly, but not all. So I want to share a Bubblology Bibliography here.

All are excellent thinkers, even if our viewpoints and analysis diverge. I'm constantly learning from their work. 🙏