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Why AI is underhyped and not yet a bubble
This is why AI is not a bubble today. I’ve distilled the data points and ideas from my previous columns and reporting. If you prefer facts and evidence-based reality over atmosphere and pieced together stories, enjoy!
-Big Tech valuations are…
— tae kim (@firstadopter) October 25, 2025
This chart circulates every few months, arguing that the top 10% of earners are responsible for 50% of consumption.
Anyone familiar with economic statistics should intuitively feel that this is wrong.
So I looked into it a bit, and sure enough, it isn’t (for the most part). https://t.co/wnYpZJ3fcY
— Antoine Levy (@LevyAntoine) November 2, 2025
Yes. We’re screwed, tbh pic.twitter.com/beoCaLC02c
— Del (@TheCartelDel) October 31, 2025
People who panic about corporate layoffs often forget the sheer size and trajectory of the U.S. labor market.
In the fourth quarter of 2024 alone, 7.5 million private sector jobs were destroyed! (But more were made.) https://t.co/tu2B28qvrR pic.twitter.com/J0i8CWylSN
— John Lettieri (@LettieriDC) October 29, 2025
NEO The home robot
Order today pic.twitter.com/fTQtCHB4UW— 1X (@1x_tech) October 28, 2025
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