b @ MoA has a piece up on AI:
Is The AI Bubble Ready To Pop?
At Naked Capitalism Yves Smith published a paper by Servaas Storm:
The AI Bubble and the U.S. Economy: How Long Do “Hallucinations” Last?
Yves writes:
Is The AI Bubble Ready To Pop?
Our friend Karlos responds:
I’ll assume the energy aspect of AI has been mentioned, and in that vein, I suggest Warwick Powell’s recent essay, “The 100-GW Mirage“, that discusses the impossibility of meeting the demand for that amount of new electricity production being done in 5-years and what that shortfall will mean.
Posted by: karlof1 | Oct 4 2025 4:51 utc | 203
