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The AI bubble
4 chapters
76 assets
by marc · 17 jun 2026
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Chapter 1
The great 2026 cash burn
1
The massive global AI infrastructure bill
2
The high cost of AI agents
3
The quest for enterprise returns
4
The massive global power grid bottleneck
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Chapter 2
Echoes of the dot-com crash
1
The fiber-optic frenzy of 1999
2
The S-curve of technology adoption
3
The hardware vs software divide
4
The mysterious economic productivity paradox
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Chapter 3
The circular money loop
1
The controversial round-tripping of capital
2
The illusion of revenue growth
3
Regulatory eyes on Silicon Valley
4
The independent venture capital squeeze
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Chapter 4
The race to go public
1
The hunt for public market cash
2
The low-cost open-weights challenger shock
3
The digital prediction market verdict
4
The global sovereign AI alternative
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YOUR GOAL
Master of The AI bubble
