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Everyone Knows It’s a Bubble. What Happens Now? – Second Thought
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Citations and Further Reading:
AI Circular Economy
https://graceblakeley.substack.com/p/the-ai-circular-economy
Wall St. Journal graphic on AI circular deals. Did WSJ do it better than Bloomberg?
https://finance.yahoo.com/news/nvidia-100-billion-openai-investment-110000256.html
https://www.cnbc.com/2025/10/15/a-guide-to-1-trillion-worth-of-ai-deals-between-openai-nvidia.html
Layoffs
https://x.com/NewsWire_US/status/1968709100092461156
https://x.com/MorePerfectUS/status/1983921410113143115
https://x.com/MorePerfectUS/status/1986453633030824187
https://www.bloomberg.com/news/articles/2025-11-06/ai-revolution-prompts-most-october-us-layoffs-in-over-20-years
https://www.cbsnews.com/news/layoffs-2025-highest-level-since-2020-labor-market-jobs-report/#:~:text=Job%20cuts%20could%20surpass%20more%20than%201%20million%20in%202025
https://variety.com/2025/digital/news/youtube-ai-reorganization-employees-voluntarily-layoff-packages-1236565178/
https://abcnews.go.com/Business/video/amazons-cutting-14000-jobs-means-economy-126938484
AI growth
https://www.reuters.com/business/nvidia-poised-record-5-trillion-market-valuation-2025-10-29/
https://fortune.com/2025/10/07/data-centers-gdp-growth-zero-first-half-2025-jason-furman-harvard-economist/
https://www.linkedin.com/pulse/nvidia-worth-more-than-entire-big-pharma-combined-top-mesk%C3%B3-md-phd-xpkge
https://www.theatlantic.com/technology/2025/10/data-centers-ai-crash/684765/
https://www.ft.com/content/6cc87bd9-cb2f-4f82-99c5-c38748986a2e
https://www.ft.com/content/7cee5e77-2618-4ed4-b600-aee22238d07a
AI uselessness
http://www.ft.com/content/e93e56df-dd9b-40c1-b77a-dba1ca01e473
https://www.techpolicy.press/dont-be-fooled-by-trumps-plan-to-reskill-workers-to-prepare-for-ai
AI rehiring
https://www.axios.com/2025/11/04/ai-jobs-layoffs-amazon
https://www.bloomberg.com/news/articles/2025-05-08/klarna-turns-from-ai-to-real-person-customer-service
https://jacobin.com/2025/10/artificial-intelligence-big-tech-labor
AI crash
https://www.ft.com/content/4e39d081-ab26-4bc2-9c4c-256d766f28e2
https://www.project-syndicate.org/commentary/ai-bubble-will-it-cause-a-financial-crisis-by-hilary-j-allen-2025-10
https://www.wsj.com/tech/ai/trump-adviser-sacks-says-there-wont-be-a-federal-bailout-for-ai-391f2024
https://www.cnbc.com/2025/10/15/a-guide-to-1-trillion-worth-of-ai-deals-between-openai-nvidia.html
https://www.cnbc.com/2025/10/07/tech-vc-orlando-bravo-ai-bubble.html
https://www.wheresyoured.at/why-everybody-is-losing-money-on-ai/
https://www.economist.com/leaders/2025/09/11/what-if-the-3trn-ai-investment-boom-goes-wrong
https://finance.yahoo.com/news/1-2-trillion-more-high-140538945.html
https://finance.yahoo.com/news/why-wall-street-analysts-not-100000265.html
https://x.com/MorePerfectUS/status/1986493064064671904
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