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We remember the internet bubble. This mania looks and feels the same.

crazystupidtech.com

The AI revolution is three years old Nov. 30. In just 36 months AI has gone from great-new-toy, to global phenomenon, to where we are today - debating whether we are in one of the biggest technology bubbles or booms in modern times. To us there is no debate. There is too much spending, too much leverage, too many crazy deals, and too much competition from China for us not to see big bumps ahead.

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Ten Blue Links, “Pop goes the bubble” edition

1. Being a Luddite is cool, actually For years, calling someone a “Luddite” was the ultimate insult in Silicon Valley—a shorthand for being backwards, anti-progress, and probably afraid of your own toaster. But as Brian Merchant points out in this excellent piece in the New Yorker, we’ve got

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