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RT Derek Thompson: New newsletter: THE FOUR HORSEMEN OF THE AI BUBBLE APOCALYPSE I am neither anti-AI nor certain that AI is a bubble. But the last fo…
RT Derek ThompsonNew newsletter: THE FOUR HORSEMEN OF THE AI BUBBLE APOCALYPSEI am neither anti-AI nor certain that AI is a bubble. But the last four weeks have made clear that the AI buildout now faces a very clear quadruple-headed risk hydra.1. A spending risk, as the hyperscalers run low on cash and take on $170b in