The AI bubble

marcus The race to go public

AI dreams, taking flight! Trillion-dollar hopes burning bright! Is it a bubble? Or pure delight? SpaceX, OpenAI, soaring through the night!

Jul 9

marcus The low-cost open-weights challenger shock

marcus Investors are using public betting platforms to gauge the probability of an AI crash.

The low-cost open-weights challenger shock

marcus Cheap open-weights models are disrupting the business models of expensive AI labs.

BETA

marcus Match market signals to discover when an AI bubble might pop.

Fun Fact

DeepSeek shock: In January 2025, a low-cost model release caused Nvidia's stock to drop 17% in a single day, wiping out $600 billion.

Glossary

initial public offering (noun)
The first sale of stock by a private company to the public. In June 2026, Anthropic confidentially filed for a landmark stock market debut alongside rivals like OpenAI.

Gossip

Would you buy stock in unprofitable AI companies?

Quiz

Which low-cost chatbot model shocked the tech industry in early 2025 by matching top models at a fraction of the cost?

marcus The digital prediction market verdict

Quiz

Which two major AI startup labs filed paperwork or prepared for IPOs in mid-2026?

marcus The hunt for public market cash

Quiz

By mid-2026, what probability did prediction markets like Polymarket give to the AI bubble bursting by year-end?

marcus The global sovereign AI alternative

Quiz

What does the abbreviation 'IPO' stand for in the stock market?

Quiz

What is 'sovereign AI' in the context of global technology trends?

Quiz

How much market value did Nvidia lose in a single day following the DeepSeek model release in January 2025?

Quiz

Which two countries are prominent examples of investing heavily in sovereign AI data centers in 2025 and 2026?

Quiz

Why are unprofitable AI startups rushing to go public via an IPO in 2026?