Wednesday, August 13, 2025

The AI Boom is Starting to Morph into the AI Bubble

Are we in an AI bubble that’s getting ready to pop?
www.washingtonpost.com/opinions/2025/08/17/ai-bubble-productivity-workers/

An MIT report that 95% of AI pilots fail spooked investors. But it’s the reason why those pilots failed that should make the C-suite anxious
https://finance.yahoo.com/news/mit-report-95-ai-pilots-165754716.html


Companies Are Pouring Billions into A.I. It Has Yet to Pay Off.
https://www.nytimes.com/2025/08/13/business/ai-business-payoff-lags.html
Corporate spending on artificial intelligence is surging as executives bank on major efficiency gains. So far, they report little effect to the bottom line.

Is the AI bubble about to burst? 
https://unherd.com/2025/08/is-the-ai-bubble-about-to-burst/
Investors are losing patience.

 
What If A.I. Doesn’t Get Much Better Than This?
https://www.newyorker.com/culture/open-questions/what-if-ai-doesnt-get-much-better-than-this
GPT-5, a new release from OpenAI, is the latest product to suggest that progress on large language models has stalled. 

Is the A.I. Boom Turning into an A.I. Bubble?
https://www.newyorker.com/news/the-financial-page/is-the-ai-boom-turning-into-an-ai-bubble
As the stock prices of Big Tech companies continue to rise and eye-popping I.P.O.s reemerge, echoes of the dot-com era are getting louder.


Competition from the Rest of the World:
China’s Lead in Open-Source AI Jolts Washington and Silicon Valley
https://www.wsj.com/tech/ai/chinas-lead-in-open-source-ai-jolts-washington-and-silicon-valley-ffdec83b
Free-to-use models from DeepSeek, Alibaba and others gain users worldwide.
 
The UAE is giving away its advanced AI
https://restofworld.org/2025/chatgpt-alternative-uae-falcon-ai/
The Gulf nation offers advanced software without fees or restrictions, positioning itself as a neutral tech power between the U.S. and China.