Can we see some actual numbers, projections, models instead of vibes?
replyDebt is at $3 trillion right now: https://fortune.com/2026/07/31/ai-debt-hypescalers-capex-cap...
replyInterest alone, at assumed 5%, amounts to about $150 billions per year. That's probably higher than the combined AI revenue of the top 3 providers.
That's what you should ask the companies spending massive amounts of money on AI though?
reply1. AI replaces a non-trivial fraction of human employees.
replyI mean, it's pretty clear that's going to happen. How could it not?
The only question is whether resources are optimally allocated at the moment to prepare for this. That seems unlikely at best. So yes, there is probably a bubble, and if so, then yes, it will pop, and then life will go on, with resources better allocated. Just like when the dot-com bubble popped.