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#AI bubble

Articles tagged AI bubble.

Markets & Money

Circular Reasoning: The AI Boom Is Starting to Fund Itself

Memory makers are now equity investors in the AI lab that buys their chips. Hank Reed on why circular financing is the oldest tell in the bubble playbook.

Hank Reed
Markets & Money

OpenAI at $852 Billion: A Valuation, a Vibe, and a Math Problem

OpenAI just raised $122B at $852B post. We have seen private valuations like this before. Some of them were right; most were not. How to think about which kind this is.

Hank Reed