Brutkey

Kevin Beaumont
@GossiTheDog@cyberplace.social

There’s an eye opening article in FT quoting Morgan Stanley about the size of the generative AI bubble developing.

https://www.ft.com/content/7052c560-4f31-4f45-bed0-cbc84453b3ce

“Hyperscaler funding of $300bn to $400bn a year compares with annual capex last year for all S&P 500 companies of about $950bn.”

Paywallless: https://archive.ph/2025.07.30-135255/https://www.ft.com/content/7052c560-4f31-4f45-bed0-cbc84453b3ce

Tl;dr - if GenAI doesn’t pay off - as Morgan Stanley point out, it may not meet expectations - it will be 10 times higher than the previous bubble pop. 🥤 🍿

Daniël Franke :panheart:
@ainmosni@social.ainmosni.eu

@GossiTheDog@cyberplace.social Yeah, I'm honestly expecting that bubble popping to radically change the corporate landscape.

Emelia 👸🏻
@thisismissem@hachyderm.io

@ainmosni@social.ainmosni.eu @GossiTheDog@cyberplace.social that and so many hardworking people are going to be caught in the mess when the whole thing implodes

Daniël Franke :panheart:
@ainmosni@social.ainmosni.eu

@thisismissem@hachyderm.io @GossiTheDog@cyberplace.social Yeah, but they already are, as the main goal of the AI rush is to fuck over the hardworking people anyway.

Emelia 👸🏻
@thisismissem@hachyderm.io

@ainmosni@social.ainmosni.eu @GossiTheDog@cyberplace.social true, but I think it'll be far larger a problem

Daniël Franke :panheart:
@ainmosni@social.ainmosni.eu

@thisismissem@hachyderm.io @GossiTheDog@cyberplace.social Short term, yes, but I think the bubble not popping and having the current trends continue would be much more damaging.

Emelia 👸🏻
@thisismissem@hachyderm.io

@ainmosni@social.ainmosni.eu don't get me wrong here, I'm not arguing that the bubble shouldn't collapse, but rather the sheer amount of harm that's going to happen when it does is going to be enormous.

Pseudonymous :antiverified:
@VictimOfSimony@infosec.exchange

@thisismissem@hachyderm.io
@ainmosni@social.ainmosni.eu

The side effect is the goal.