2026-11-05 17:28 UTC
All the US markets are down today. Gary Marcus is declaring the GenAI bubble burst - I think that’s a little premature but I am smiling seeing Coreweave at -55% of their value at the start of the year.
Replies (4)
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@lagrangeinterpolator@awful.systems 2026-11-05 18:05
I will not say the bubble has burst until OpenAI and Anthropic are dead.
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@lurker@awful.systems 2026-11-05 19:00
I don’t think the bubble has truly burst until OpenAI and/or Anthropic go down, but I do however think that this (and the blue wave at the elections) marks that time is running out for the AI industry
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@Architeuthis@awful.systems 2026-11-05 20:16
Bloomberg: Mystery Seller Seeks to Dump $500 Million of Data Center Loans Via a zitron skeet, finally some news that feel slightly more portentous that tech stocks hitting a slump:
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@Soyweiser@awful.systems 2026-11-06 11:14
Yeah until they seriously start talking about bailouts I don’t think the bubble has burst.