｢ Last week, Microsoft reported that it had sold 15 million Microsoft 365 Copilot “seats.” Its Microsoft 365 business has a base of 450 million-plus paid seats overall. The company late last year said it had more than 150 million monthly active Copilot users across its first-party platforms. Google’s Gemini has more than 650 million monthly users, while ChatGPT has about 900 million weekly active users ｣

#copilot #ai #bubble

｢ Last week, Microsoft reported that it had sold 15 million Microsoft 365 Copilot “seats.” Its Microsoft 365 business has a base of 450 million-plus paid seats overall. The company late last year said it had more than 150 million monthly active Copilot users across its first-party platforms. Google’s Gemini has more than 650 million monthly users, while ChatGPT has about 900 million weekly active users ｣

#copilot #ai #bubble

#oracle #nvidia #openAI #bubble #recirculate

It reads as if my child comes sprinting upstairs while I’m still happily asleep in bed, and then starts holding forth about how there’s “really nothing going on downstairs, honestly…”

That didn't age well…
#oracle
#nvidia
#openAI

#bubble
#recirculate

Sep ‘25 - Jan ‘26

https://www.businessinsider.com/sam-altman-said-openai-plan-dramatically-slow-down-hiring-ai-2026-1

#openai #ai #bubble

Looking for a good summary of the circular deals in the #AI sector. Doesn't have to be comprehensive, but at least covering the major ones?
Where to look? #bubble

Looking for a good summary of the circular deals in the #AI sector. Doesn't have to be comprehensive, but at least covering the major ones?
Where to look? #bubble

This take on the #AI #Bubble makes a lot of sense. https://www.youtube.com/watch?v=XEPClBBEmXg

🫠 Microsoft CEO warns that we must 'do something useful' with AI or they'll lose 'social permission' to burn electricity on it

｢ "People need to say, 'Oh, I pick up this AI skill, and now I'm a better provider of some product or service in the real economy," said Nadella. ｣

#ai #bubble #genai https://www.pcgamer.com/software/ai/microsoft-ceo-warns-that-we-must-do-something-useful-with-ai-or-theyll-lose-social-permission-to-burn-electricity-on-it/

Burn, baby burn. ... #AI #Bubble #Burst is coming. Brace yourself.
(€)
https://www.theinformation.com/articles/openai-says-business-will-burn-115-billion-2029
"OpenAI projected its cash burn this year through 2029 will rise even higher than previously thought, to a total of $115B. That’s about $80B higher than previously expected."
"The company projected a steady increase in AI training costs through 2030, which suggests this type of expense could grow even after then."
"2$/a/freeuser income, 15$ until 2030, but less and less from #API and #agents"

"Thinking Machines lagged OpenAI and other rivals in releasing products, and was struggling to raise new funding at an eye-popping $50 billion valuation. The men had urged Ms. Murati to strike a deal — Meta, the owner of Facebook and Instagram, had discussed buying Thinking Machines, and Ms. Murati had developed closer ties with the chief executive of Anthropic, a leading A.I. company — but no transaction had resulted"

https://www.nytimes.com/2026/01/22/technology/thinking-machines-ai-startup-openai.html

#ai #bubble #aihype

"Thinking Machines lagged OpenAI and other rivals in releasing products, and was struggling to raise new funding at an eye-popping $50 billion valuation. The men had urged Ms. Murati to strike a deal — Meta, the owner of Facebook and Instagram, had discussed buying Thinking Machines, and Ms. Murati had developed closer ties with the chief executive of Anthropic, a leading A.I. company — but no transaction had resulted"

https://www.nytimes.com/2026/01/22/technology/thinking-machines-ai-startup-openai.html

#ai #bubble #aihype

🗳️ Why Trump is worried datacenters might cost his party an election

｢ At the same time that AI is increasing the demand for electricity, the administration is blocking renewable energy projects Trump calls a “scam” and a “con job” but were set to provide electricity for millions of US homes, instead pushing the expansion of drilling for gas and oil ｣

https://www.theguardian.com/technology/2026/jan/22/trump-datacenters-republicans

#ai #energycrisis #bubble #economy

🗳️ Why Trump is worried datacenters might cost his party an election

｢ At the same time that AI is increasing the demand for electricity, the administration is blocking renewable energy projects Trump calls a “scam” and a “con job” but were set to provide electricity for millions of US homes, instead pushing the expansion of drilling for gas and oil ｣

https://www.theguardian.com/technology/2026/jan/22/trump-datacenters-republicans

#ai #energycrisis #bubble #economy

👀 CEOs Say AI Is Making Work More Efficient. Employees Tell a Different Story. - WSJ

｢ A new report from the business-software company Workday goes so far as to call frustrations with the technology an “AI tax” on productivity. Though 85% of the roughly 1,600 employees it surveyed reported saving one to seven hours a week by using AI, much of the time was offset by having to correct errors and rework AI-generated content ｣

#ai #genai #bubble https://www.wsj.com/lifestyle/workplace/ceos-say-ai-is-making-work-more-efficient-employees-tell-a-different-story-6613ce9d

🫠 Microsoft CEO warns that we must 'do something useful' with AI or they'll lose 'social permission' to burn electricity on it

｢ "People need to say, 'Oh, I pick up this AI skill, and now I'm a better provider of some product or service in the real economy," said Nadella. ｣

#ai #bubble #genai https://www.pcgamer.com/software/ai/microsoft-ceo-warns-that-we-must-do-something-useful-with-ai-or-theyll-lose-social-permission-to-burn-electricity-on-it/

💸 Big tech is taking on more debt than ever before to fund its AI aspirations - The Washington Post

｢ Technology companies issued a record $108.7 billion in bonds in the fourth quarter, a proliferation that some analysts say puts the broader economy at risk ｣

#ai #bubble #economy
https://www.washingtonpost.com/business/2026/01/23/ai-corporate-debt-record/

Heads up!

@pluralistic is sharing his thoughts on the #AI #LLM #GenAI #bubble in the Guardian, and it's very good.

https://www.theguardian.com/us-news/ng-interactive/2026/jan/18/tech-ai-bubble-burst-reverse-centaur

And yes, it's time to think of the post-bubble #economics. Start with predicting where there will be wreckage to pillage! 😺

Heads up!

@pluralistic is sharing his thoughts on the #AI #LLM #GenAI #bubble in the Guardian, and it's very good.

https://www.theguardian.com/us-news/ng-interactive/2026/jan/18/tech-ai-bubble-burst-reverse-centaur

And yes, it's time to think of the post-bubble #economics. Start with predicting where there will be wreckage to pillage! 😺