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Why AI is Underhyped and Isn’t a Bubble Yet
Here’s why AI isn’t a bubble today. I’ve distilled the data points and ideas from my previous columns and coverage. If you prefer facts and evidence-based reality over vibes and conflated narratives, enjoy!
-Big Tech valuations are…
— tae kim (@firstadopter) October 25, 2025
This graph has been floating around every couple months, arguing that the top 10% of earners account for 50% of consumption.
Anyone familiar with economic statistics should intuitively feel it must not be right.
So I dug into it a bit, and indeed, it’s (mostly) not. https://t.co/wnYpZJ3fcY
— Antoine Levy (@LevyAntoine) November 2, 2025
Yeah. We’re fucked, tbh pic.twitter.com/beoCaLC02c
— Del (@TheCartelDel) October 31, 2025
People freaking out over corporate layoffs tend to forget the enormous size and churn of the U.S. labor market.
7.5 million private sector jobs were destroyed in Q4 2024 alone! (But even more were created.) https://t.co/tu2B28qvrR pic.twitter.com/J0i8CWylSN
— John Lettieri (@LettieriDC) October 29, 2025
NEO The Home Robot
Order Today pic.twitter.com/fTQtCHB4UW— 1X (@1x_tech) October 28, 2025
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