Sta Hungry Stay Foolish

Stay Hungry. Stay Foolish.

A blog by Leon Oudejans
Tag:

Bubbles

Just How Bad Would an AI Bubble Be? (The Atlantic)

Intro LO: In my view, we are (indeed) in an AI bubble. This highly interesting Atlantic article (below) explores its three bubble-related scenarios in paragraphs 19 to 21: "An AI crash could lead broadly to less spending, fewer jobs, and slower growth, potentially dragging the economy into a recession." (#19); "the silver lining would be that fears of sudden...

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Artificial Intelligence, an updated SWOT analysis

Artificial Intelligence, an updated SWOT analysis

On 12 June 2023, I published my blog Artificial Intelligence, a SWOT analysis. I still like its perspective but it lacks focus. Today, I publish my update on the key ingredients in my SWOT analysis, being Technology (Strength), Energy (Weakness), Health (Opportunity), and Beliefs (Threat). Source: my 2023 blog Artificial Intelligence, a SWOT analysis Source: my 2025...

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The flatness problem

A recent Quanta Magazine article mentions the “flatness problem”. That remark caught my immediate attention and the 2025 Quanta article reminds me of my 2022 blog: The Universe is flat? Back then, my view was: In my view, a flat Universe defies human logic. It’s like the (disproven) flat Earth hypothesis, and – to some extent – even feels like a...

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Can AI live up to the hype?

Recently, economist Daron Acemoglu and Professor of Economics at the Massachusetts Institute of Technology claimed that Artificial Intelligence (AI) can only do 5% of jobs. Bloomberg: “You’re not going to get an economic revolution”. Hence, he fears a “massive crash” in a bubble. I agree. Before his prediction, we had several doomsday predictions by the IMF...

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AI’s missing revenues

A mid July 2024 Axios Markets article (see below) suggests that we are getting closer to the burst of the Artificial Intelligence (AI) bubble. That burst will be similar to the burst of the dot.com bubble in early 2000. Also see my related 2023 blog Dot.com bubble vs AI hype. The burst of the “imminent” AI bubble will cause a parting between B2B and B2C companies....

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Dot.com bubble vs AI hype

Recently, Belgian newspaper De Standaard asked an intriguing question: Is a bubble scenario looming for artificial intelligence? Their question came as a surprise. Probably, because AI and robotics already play an important role in automotive. The dot.com bubble felt (very) different. Source: my June 12 blog Please see my SWOT analysis on artificial intelligence, as...

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