#bubble

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peksor 🔸 @peksor@dizl.de · Jul 22, 2026
@frameworkcomputer@fosstodon.org geht der Arbeitsspeicher aus: Den meisten Vorbestellungen des neuen Framework Laptop 13 Pro wurde der RAM halbiert. Zur Ankündigung (englisch): https://community.frame.work/t/navigating-the-volatile-silicon-market-updates-on-memory-and-storage-pricing/78800 #framework #ai #ki #bubble #lpcamm #lpcamm2 #ram #RAMKrise #it #computer #tech #linux
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Wokebloke for Democracy @dougiec3@libretooth.gr · Aug 06, 2026
" The Bank for International Settlements has warned that an AI bust could hit credit markets as hard as 2008, precisely because so much of the buildout runs through debt and circular deals. Those interlocking arrangements are what unsettle regulators. When chipmakers, cloud providers and model developers invest in one another, a stumble at any one node can ripple outward, and the exposure is harder to see from the outside." https://thenextweb.com/news/a-fed-official-is-asking-whether-ai-is-becoming-too-big-to-fail #AI #Economics #Bubble #TooBigToFail #Banks
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Markus Feilner @mfeilner@mastodon.social · Aug 04, 2026
Wenn Euch mal wieder jemand erzählt, ein #KI #AI #Rechenzentrum sei #digitalsouverän und in Euerer Nähe notwendig, lasst Euch nicht von den Lügen blenden. hier mein Ergebnis einer Recherche für den Standort Regensburg/Wenzenbach. Lügen, Gerüchte, Falschaussagen, Milliarden und eine Kleinstadt / Gemeinde, die mit Konzernen, PR-Agenturen und reichen Investoren kämpfen muss. Bis hin zum Astroturfing auf Petitionsplattformen. #Regensburg #scam #ponzi #bubble #crash https://www.regensburg-digital.de/ein-ki-rechenzentrum-und-milliardeninvestitionen-fuer-wenzenbach/04082026/
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Post Tenebras Lire 📚 @ptl@tooting.ch · Aug 04, 2026
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DB 🌱💦 @dbattistella@mstdn.ca · Aug 03, 2026
Good visual explanation of stock market bubbles. #StockMarket #Bubble #Investing
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Jack William Bell @jackwilliambell@rustedneuron.com · Aug 02, 2026
Replying to @jackwilliambell@rustedneuron.com

#bubblewatch update:

This is one of the signals I've been watching for!

A Prominent AI Investor Is Now Crumbling, in What Could Be a Sign of Things to Come. https://futurism.com/artificial-intelligence/situational-awareness-ai-investor-crumbling

Situational Awareness, a much-hyped AI hedge-fund … basically imploded over this month amid a mass tech sell-off … it’s now down 67 percent … forcing Aschenbrenner to desperately seek clients to buy its shares on the cheap to cover its losses.

See also:

https://en.wikipedia.org/wiki/Ponzi_scheme#Unraveling

#AI #bubble #PonziScheme

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Erik Jonker @ErikJonker@mastodon.social · Aug 03, 2026
I like Cory Doctorow's blogs and also this one, https://pluralistic.net/2026/07/24/supplemental-income/ But he is wrong in one of the first sentences in my view. "As a technology, AI isn't exceptional. It's not exceptionally wicked. It's not exceptionally good. ". The reason why the impact of GenAI is big is because it is "exceptionally good" in some (!) fields/aspects. If that was not the case there would be no hype, no nobel price etc. At the same time his remarks about the bubble good to read and think about. #AI #bubble
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David J. Atkinson @meltedcheese@c.im · Jul 31, 2026
Replying to @cora@hachyderm.io
@cora@hachyderm.io @redshiftdrift@universeodon.com @Em0nM4stodon@infosec.exchange I agree. I think the #AI #bubble will be a cascade of multiple interdependent streams of stresses, faults and failures; in aggregate, a bubble. My question is what do you think sets it off? Will there be a single precipitating event or multiple? When I think back to the “Expert Systems” boom of the late 1980’s to 90’s it was the broad realization by companies that maintaining the knowledge base of an expert system could be more difficult and costly than assumed, and with more uncertainty of success: things got harder, not easier. All it took was a few prominent horror stories and the rush for the exits began. This could be a possibility with LLMs as well. (“Model drift” may be a similar situation.) I foresee major problems ahead due to the growing mismatch of general expectations about today’s LLMs and what they can actually deliver due to the technology itself. For example, LLMs are fundamentally about mimicking human-like behaviors and like any mimicry, it can be hilarious or cringe-worthy. My fear is that some idiot will put the tech in the control loop of a life-critical system and the result will be a mass casualty event. It may not even be a problem that generalizes across many applications — dramatic failures affect everyone because the perception of risk is more important than the actual risk. Today, risk assessment and decisions about using massive economic resources for AI-ish systems are not well justified and will not survive a reality check. The result will be another rush for the exits.
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Dave Rahardja @drahardja@sfba.social · Jul 31, 2026
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Markus Feilner @mfeilner@mastodon.social · Jul 30, 2026
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Erik Jonker @ErikJonker@mastodon.social · Jul 30, 2026
Not surprising but worrying, it increases the chance of a hard financial crash of the AI bubble. Which will not only hurt tech companies. https://futurism.com/artificial-intelligence/ai-companies-hide-debt-off-balance-sheet #AI #bubble #financial #debt
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Jack William Bell @jackwilliambell@rustedneuron.com · Jul 29, 2026
Replying to @jackwilliambell@rustedneuron.com

#bubblewatch update:

Is the bubble already popping in Asia? Or is this just a preview?

South Korean Authorities Scrambling to Save Stock Market From #AI #Bubble. https://futurism.com/future-society/south-korea-stock-panic-kopsi-kosdaq-circuit-breaker

Across July 28 and 29, Seoul Economic Daily reports widespread panic triggered not just one but two “circuit breakers” on the Korea Exchange, a sort of automated kill switch that halts regular trading for 30 minutes so panic-stricken traders can gather their thoughts.

#markets

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Adrian Fellhauer @adrian_fellhauer@sueden.social · Jul 25, 2026
I did in the end achieve a small improvement regarding the accuracy of the model: https://www.youtube.com/watch?v=G7sbqZZIXFk #AI I'm confident that now that the #bubble is bursting, I shall soon have the hardware that will enable me to test the hypothesis further. #aibubble #crash #neuralNetworks
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jbz @jbz@indieweb.social · Jul 28, 2026
「 They set the LLMs prompting themselves in a semi-plausible loop in case someone inspects the token consumption and then they watch Netflix. Not a single one has been caught, even when their own assessment of the output is that it isn’t suitable for deployment 」 https://ludic.mataroa.blog/blog/ai-mania-is-eviscerating-global-decision-making/ #ai #bubble #llms
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☮ ♥ ♬ 🧑‍💻 @peterrenshaw@ioc.exchange · Jul 27, 2026
Replying to @peterrenshaw@ioc.exchange
“What’s the road block? The promised #productivity gains promised are not being realised.” — Internet Of Bugs #AI / #GenerativeAI / #bubble / #AIBubble vs #DotComBubble
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Jack William Bell @jackwilliambell@rustedneuron.com · Jul 26, 2026
Replying to @jackwilliambell@rustedneuron.com

#bubblewatch update:

Analysis of current outstanding investment MBS (Mortgage Backed Securities) debt showing huge losses (in the hundreds of billions) from 2022 to present.

US might be sitting on a TIME BOMB!! https://albygetho.substack.com/p/us-might-be-sitting-on-a-time-bomb

The greatest financial risk from the current #AI investment cycle is unlikely to come from a single company defaulting. Instead, it may emerge through a gradual deterioration in the credit chain that has developed around AI infrastructure.

#bubble #economy

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Jack William Bell @jackwilliambell@rustedneuron.com · Jul 24, 2026
Replying to on rustedneuron.com

🚨 🚨 #bubblewatch Red Alert! 🚨 🚨

Investors Laying Groundwork to Profit Massively When #Economy Collapses. https://futurism.com/future-society/investors-shorting-economy

Another glowing red indicator just lit up on the control panel steering the US economy: short sellers have placed a nearly unprecedented magnitude of bets against the domestic stock market.

… the fact that a growing number of investors aren’t just exiting positions, but are actively betting against the US stock market is a massive tell.

#markets #AI #bubble

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Cory Doctorow @pluralistic@mamot.fr · Jul 24, 2026
Replying to @pluralistic@mamot.fr
Long thread/19 Hover or focus to reveal Sensitive
Bosses *hate* the fact that they can't translate their plans into action without first having a series of ego-shattering confrontations with workers who actually know how to do things, who insist that those plans are illegal, stupid, impossible or will kill people: https://pluralistic.net/2026/03/12/normal-technology/#bubble-exceptionalism 19/
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ℒӱḏɩę 💾☮∞🎶♲☀🔋 @Lydie@tech.lgbt · Jul 18, 2026
#Oracle downgraded one level above "junk". The #AI #bubble is now hissing really loud.
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