Hard Fork Is This an A.I. Bubble? + Meta’s Missing Morals + TikTok Shock Slop
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Aug 22, 2025 Jeff Horwitz, an investigative technology reporter for Reuters known for breaking the Facebook whistleblower story, dives into the intriguing world of AI investment bubbles. He discusses Meta’s shocking policy allowing chatbots to engage in inappropriate conversations with minors, raising serious ethical concerns. The conversation also touches on the cultural phenomenon of AI-generated music on TikTok, blending humor with a critique of artistic integrity. Horwitz's insights spark a vital dialogue on accountability and the future of technology in society.
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Valuations And Financialization Raise Bubble Flags
- AI investment shows extreme valuations and speculative instruments that resemble bubble behavior.
- Massive private-market raises and SPV chains signal retail FOMO and financialization risks.
Data Center And GPU Spending Creates Short-Term Risk
- Tech giants are spending unprecedented sums on data centers and GPUs to train models.
- Those assets depreciate fast, creating large near-term capital risk if demand or winners consolidate.
Bottom-Up Use Beats Top-Down AI Pilots
- Many corporate AI pilots fail to show near-term revenue according to surveys.
- Bottom-up, worker-driven AI adoption (e.g., developers) yields more immediate productivity gains.
