@poppastring@dotnet.social2025-11-08 05:29:50
Just published 🚀: Private AI Investment is on a GDP-Scale
#musings
@poppastring@dotnet.social2025-11-08 05:29:50
@markhburton@mstdn.social2025-10-15 08:08:30
"The AI investment ‘bubble’ (as measured as the stock price relative to the 'book value' of a company) is 17 times the size of the dot-com frenzy of 2000 — and four times the subprime mortgage bubble of 2007. The ratio of the US stock market’s value to GDP (aka the “Buffett Indicator") has moved up to a new record high at 217%, more than 2 standard deviations above the long-term trendline." [ the very definition of abnormal - MB ]
