The AI Bubble and the Us Economy

Posted3 months agoActive3 months ago

pongogogo

2 points

3 comments

mronline.orgOtherstory

calmnegative

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20/100

AIUs EconomyEconomic BubbleTechnology Investment

Key topics

Us Economy

Economic Bubble

Technology Investment

The article discusses the potential AI bubble and its implications on the US economy, with commenters weighing in on the likelihood and potential consequences of such a bubble bursting.

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Key moments

01Story posted
Oct 19, 2025 at 2:55 AM EDT
3 months ago
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02First comment
Oct 19, 2025 at 2:59 AM EDT
4m after posting
Step 02
03Peak activity
2 comments in 0-1h
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Step 03
04Latest activity
Oct 19, 2025 at 5:35 AM EDT
3 months ago
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Discussion (3 comments)

Showing 3 comments

davydm

3 months ago

1 reply

It's gonna be a hard fall when it comes, with the only silver lining I can foresee being cheap GPUs once the demand crashes.

pongogogoAuthor

3 months ago

1 reply

It's hard to tell from the data, it's so concentrated within a handful of companies who are all buying from eachother, so it feels like the contagion risk is low. At the same time it feels very clearly overvalued and the size of the inflows are huge.

specproc

3 months ago

The contagion risk is huge. As the article points out in several ways, the AI bubble is the only part of the US economy where number go up.

Every single bank, fund and retail investor is heavily, if not existentialy, exposed to this house of cards. Absurd promises are being made with national economy-sized volumes of cash.

This is going to take everyone down when it blows.

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ID: 45632473Type: storyLast synced: 11/17/2025, 9:05:00 AM

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