IMF, investors warn AI bubble
3h
The IMF and investors warned that an AI-fueled market surge risked forming a global bubble that could destabilize financial markets and slow growth through 2026.
I can't tell you how many interviews I've done where I've been asked: If Trump's policies are so problematic, why are U.S. stocks rising so rapidly.
A bit of international context illustrates the real issue here.
U.S. stocks have dramatically underperformed other advanced economies.
A bit of international context illustrates the real issue here.
U.S. stocks have dramatically underperformed other advanced economies.
November 10, 2025 at 3:15 PM
I can't tell you how many interviews I've done where I've been asked: If Trump's policies are so problematic, why are U.S. stocks rising so rapidly.
A bit of international context illustrates the real issue here.
U.S. stocks have dramatically underperformed other advanced economies.
A bit of international context illustrates the real issue here.
U.S. stocks have dramatically underperformed other advanced economies.
Yes I know.
But I suspect the intellectual assets- the human capital -will be the one here.
Anyhow, I think we agree on the broad point. Not all spending in a bubble is wasteful
But I suspect the intellectual assets- the human capital -will be the one here.
Anyhow, I think we agree on the broad point. Not all spending in a bubble is wasteful
November 9, 2025 at 7:44 PM
Yes I know.
But I suspect the intellectual assets- the human capital -will be the one here.
Anyhow, I think we agree on the broad point. Not all spending in a bubble is wasteful
But I suspect the intellectual assets- the human capital -will be the one here.
Anyhow, I think we agree on the broad point. Not all spending in a bubble is wasteful
The market’s AI run-up yields two plausible stories:
1) A genuine productivity revolution that lifts living standards;
2) A classic overhype that ends like 2000.
Surely the right stance isn’t certainty; it’s humility, diversification, and an eye on the long run.
1) A genuine productivity revolution that lifts living standards;
2) A classic overhype that ends like 2000.
Surely the right stance isn’t certainty; it’s humility, diversification, and an eye on the long run.
November 9, 2025 at 12:52 PM
The market’s AI run-up yields two plausible stories:
1) A genuine productivity revolution that lifts living standards;
2) A classic overhype that ends like 2000.
Surely the right stance isn’t certainty; it’s humility, diversification, and an eye on the long run.
1) A genuine productivity revolution that lifts living standards;
2) A classic overhype that ends like 2000.
Surely the right stance isn’t certainty; it’s humility, diversification, and an eye on the long run.
I'm confused. The US has a very deep capital market.
Private investors are quite used to waiting for years before a return if they think the idea will win out in the end. This is also a market with a number of good-sized players. If one of them fails, AI doesn't collapse, and we still get ...
Private investors are quite used to waiting for years before a return if they think the idea will win out in the end. This is also a market with a number of good-sized players. If one of them fails, AI doesn't collapse, and we still get ...
November 9, 2025 at 2:00 PM
I'm confused. The US has a very deep capital market.
Private investors are quite used to waiting for years before a return if they think the idea will win out in the end. This is also a market with a number of good-sized players. If one of them fails, AI doesn't collapse, and we still get ...
Private investors are quite used to waiting for years before a return if they think the idea will win out in the end. This is also a market with a number of good-sized players. If one of them fails, AI doesn't collapse, and we still get ...
Interview from last week’s AI in Science summit in Copenhagen ais25.eu
Europe’s Win and Worry with Artificial Intelligence
Launch of RAISE – the Resource for AI Science in Europe.
www.sciencestories.dk
November 10, 2025 at 5:26 PM
Interview from last week’s AI in Science summit in Copenhagen ais25.eu
There’s also tariffs and ICE goons weighing down the economy. If it wasn’t for the AI bubble the size of the Death Star we’d been in recession right now
STEPHANOPOULOS: Are we starting to see a permanent impact on the economy from the shutdown?
BESSENT: It's getting worse and worse. We had a fantastic economy under Trump the last 2 Qs, and now there are estimates that growth this Q could be cut by as much as half. We could end up with shortages.
BESSENT: It's getting worse and worse. We had a fantastic economy under Trump the last 2 Qs, and now there are estimates that growth this Q could be cut by as much as half. We could end up with shortages.
November 9, 2025 at 2:32 PM
There’s also tariffs and ICE goons weighing down the economy. If it wasn’t for the AI bubble the size of the Death Star we’d been in recession right now
How it happens. Making 2008 look like a mere preview.
gizmodo.com/im-sure-ther...
gizmodo.com/im-sure-ther...
I'm Sure There's Nothing to Worry About Now That Mortgage-Backed Securities Are Driving AI
“Commercial-mortgage-backed securities” are helping drive the boom in data center build-outs. It has eerie resonance with the 2008 financial crisis.
gizmodo.com
November 10, 2025 at 2:07 PM
How it happens. Making 2008 look like a mere preview.
gizmodo.com/im-sure-ther...
gizmodo.com/im-sure-ther...
Mario Draghi is right to worry about the #AIAct, but wrong about the cure. A pause won’t fix the EU AI Act. The problem isn’t speed; it’s rigidity. www.theregreview.org/2025/11/03/s...
November 10, 2025 at 1:01 PM
Mario Draghi is right to worry about the #AIAct, but wrong about the cure. A pause won’t fix the EU AI Act. The problem isn’t speed; it’s rigidity. www.theregreview.org/2025/11/03/s...
"Geopolitical risk and stock prices" is available at the European Journal of Political Economy: doi.org/10.1016/j.ejpoleco....
November 9, 2025 at 12:30 PM
"Geopolitical risk and stock prices" is available at the European Journal of Political Economy: doi.org/10.1016/j.ejpoleco....
Interesting view on UK perhaps lagging on AI again now?https://www.science.org/doi/10.1126/science.aeb2621
Britain must step up on AI policy
In their Policy Forum, “Advancing science- and evidence-based AI policy” (31 July, 10.1126/science.adu8449), R. Bommasani et al. emphasize the importance of evidence-led policy-making for artificial i...
www.science.org
November 10, 2025 at 2:00 PM
Interesting view on UK perhaps lagging on AI again now?https://www.science.org/doi/10.1126/science.aeb2621
Global factors, increasingly so over time, drive inflation in most countries, with oil price shocks playing a growing role, especially in advanced, trade-linked, and import-dependent economies. www.sciencedirect.com/scien...
November 9, 2025 at 12:15 PM
Global factors, increasingly so over time, drive inflation in most countries, with oil price shocks playing a growing role, especially in advanced, trade-linked, and import-dependent economies. www.sciencedirect.com/scien...
Ne ho scritto nel nuovo post sul mio blog, dove ho ho provato a spiegare perché l’AI rischia di portare a compimento il processo già avviato dai social media, diventando una nuova infrastruttura del potere.
8/8
fabiosabatini.substack.com/p/gli-anti-s...
8/8
fabiosabatini.substack.com/p/gli-anti-s...
Gli anti-social media
Come Internet e i social media, anche l’intelligenza artificiale rischia di indebolire le nostre relazioni e disgregare il tessuto sociale, con effetti funzionali all’autoritarismo.
fabiosabatini.substack.com
November 10, 2025 at 9:09 AM
Ne ho scritto nel nuovo post sul mio blog, dove ho ho provato a spiegare perché l’AI rischia di portare a compimento il processo già avviato dai social media, diventando una nuova infrastruttura del potere.
8/8
fabiosabatini.substack.com/p/gli-anti-s...
8/8
fabiosabatini.substack.com/p/gli-anti-s...
by Kate Jackson
Can't get the government to promise to bail out AI? Well, entangle AI in Wall Street so much that the government will be forced to bail out both to preserve...the financial system itself.
This is insane. This is *literally* doing the same mechanics of the housing crisis and 2008 recession but to create debt to finance construction of AI data centers
www.nytimes.com/2025/11/08/b...
www.nytimes.com/2025/11/08/b...
November 10, 2025 at 5:17 PM
Can't get the government to promise to bail out AI? Well, entangle AI in Wall Street so much that the government will be forced to bail out both to preserve...the financial system itself.