AI Bubble Potential

[Joe Leote]

This video helped me understand more of what seems to be going on with AI hype, investment spending, and business models:

China Is About To Pop The AI Bubble

Joe

[Joe Leote]

Engineers releasing AI models need to provide "guardrails" for public safety, national security, and/or cybersecurity reasons which can be thwarted by bad actors via "jailbreaks" as discussed in this video and article:

Why U.S. initially restricted Anthropic's advanced AI models - YouTube

Anthropic reactivates Fable, Mythos after securing government approval | Cybersecurity Dive

Joe

[William Meyer]

great vid.  Nice points on cost structure but economics of it may begin to make sense if and when layoffs occur - although tariffs or import bans would be necessary to keep usa ai companies involved - maybe that is why Trump is taking stakes.  Also agree the token price is probably the thing to track.  Doesnt hurt to Also look at super junk high yield spreads at the st louis fed updated daily - which is griding higher but still contained for time being.

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[Joe Leote]

In some leading technology industries China has been highly successful with a "fast follower" strategy. This video explains China's challenges with AI hardware investment:

China's AI Failure: DeepSeek Crashes and an Economic Bubble May Be About to Burst

Joe