Peak Bubble

Posted4 months agoActive4 months ago

FromTheArchives

8 points

1 comments

garymarcus.substack.comOtherstory

calmmixed

Debate

20/100

AI InvestmentGlobalizationMarket Trends

Key topics

AI Investment

Globalization

Market Trends

The article 'Peak Bubble' discusses the current state of investment in AI and its potential for continued growth, with commenters debating whether the current trend is sustainable or a bubble.

Snapshot generated from the HN discussion

Discussion Activity

Light discussion

First comment

25m

Peak period

0-1h

Avg / period

Key moments

01Story posted
Sep 11, 2025 at 1:30 PM EDT
4 months ago
Step 01
02First comment
Sep 11, 2025 at 1:56 PM EDT
25m after posting
Step 02
03Peak activity
1 comments in 0-1h
Hottest window of the conversation
Step 03
04Latest activity
Sep 11, 2025 at 1:56 PM EDT
4 months ago
Step 04

Generating AI Summary...

Analyzing up to 500 comments to identify key contributors and discussion patterns

Discussion (1 comments)

Showing 1 comments

fullshark

4 months ago

There's really no alternative for growth in a world retreating from globalization. All this capital wants to go somewhere and get a return and they see no where to go. The physical world is too difficult to innovate in and LLMs / genAI tools are clearly useful and getting better even if they maybe are plateauing.

This isn't the peak. Who is going to sell these equities and why? Where would the money go instead and why?

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ID: 45214050Type: storyLast synced: 11/17/2025, 6:14:20 PM

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