@dontalksfinance: Everyone says an AI bubble is coming. Almost nobody shows what one looks like. Here's the simplest test I know. Every bubble has three layers: the thing that gets overbuilt, the loan that pays for it, and the belief that demand will show up in time. In 2000 it was fiber, telecom debt, and the belief that internet traffic would keep exploding. In 2008 it was houses, packaged mortgages, and the belief that prices only rise. Now we test AI against the same three layers. That's what Bubble Watch is for. Comment PART 2 if you want the next one, or ask me anything about the bubble. I'm learning this too.

dontalksfinance

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Friday 23 October 2026 14:43:48 GMT