Somewhat true, the finances might fall apart, might, for some of the biggest companies, but AI is exploding in services industries of all sizes. Also, ai hardware is lasting way longer than 1 year... So a bubble? maybe, too many assumptions yet.

Some highlights:

- The Spend-vs-Revenue Gap: The Number Everyone Cites and Nobody Finishes Reading

- Circular Financing: When the Money Just Circles Among Itself

- Chips Age in a Year. Loans Last Fifteen

- If It Burst: The Three Forms of Contagion