#speculative bubble
18 related articles
AI: Bubble or Revolution? A Deep Dive …
·3 min
AI: Bubble or Revolution? A Deep Dive into Speculative Growth
Is the AI boom a speculative bubble or a real revolution? This analysis examines speculative growth economics, compares optimist and pessimist views, and draws lessons from railway and dot-com history.
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·2 min
The AI Bubble Debate: Staying Clear-Headed Amid the Hype
Analyzing the AI bubble debate through a classic English pun. Exploring whether generative AI valuations are overheated and how tech professionals can stay rational amid the hype.
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·3 min
Governments Betting Big on AI: A Dangerous National-Level Gamble
Governments worldwide are pouring billions into AI infrastructure and chip subsidies, treating it as a decisive national competitiveness factor. But is this national-level gamble repeating the dot-com bubble?
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·3 min
Deep Dive into Microsoft's AI Strategy: From Copilot to Autonomous Agents
Deep analysis of Microsoft's AI strategy: from OpenAI investment and Copilot ecosystem to autonomous agents, examining how Microsoft builds full-stack advantages in the tech giant AI race.
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·2 min
When Collectibles Lose Their Playfulness: The Concerns of Adult-Oriented Collecting and the Financialization of Everything
Exploring the adult turn in collectibles: toys shifting from childhood joy to investment assets, how scarcity marketing reshapes collecting culture, and the deep impact of financializing everything.
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·4 min
AI Bubble or Revolution? Investment Warnings from Tulip Mania to Tokens
From 1637 Dutch Tulip Mania to today's AI investment boom: analyzing shared traits of tech bubbles, key differences, and a rational framework for investors.
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·3 min
AI-Themed Fund Plunges 67% in One Month: Bubble Burst or Short-Term Volatility?
An AI fund called Situational Awareness crashed 67% in July. We analyze the leverage, concentration, and valuation factors behind the plunge and what it means for AI investing.
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·3 min
Distributed AI Systems in Practice: A Complete Guide to Training, Inference, and Production Deployment
A deep dive into Distributed AI Systems: a new book distilling 10 years of AI engineering experience covering distributed training, inference optimization, and production model serving.
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·5 min
GPT-5.6 Comes to Codex, Voice Models Iterate: A Flurry of AI Product Updates
OpenAI announces GPT-5.6 Sol Ultra coming to Codex and its most powerful real-time voice model yet, GPT Realtime 2.1; Tencent's Toast lands on iOS; Anthropic finds brain-like structures in Claude.
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·7 min
Sakana Fugu vs GLM 5.2 Hands-On Test: Who Can Truly Challenge Top-Tier AI Models?
A head-to-head hands-on test of Sakana Fugu vs GLM 5.2 based on real Hermes agent workflows. Covering tool calling, frontend generation, and code improvement to reveal each model's true performance, speed, and value.
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·5 min
U.S. Treasury Warns of AI Bubble Risk: Systemic Concerns and Investment Rationality
The U.S. Treasury has issued a rare internal warning that the AI investment boom may be forming an asset bubble, with valuations detached from fundamentals and systemic risks mounting.
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·7 min
Single-Responsibility Component Design: Learning Abstraction and Reuse from message-scroller
Through the practical case of the message-scroller component, this article delves into applying the Single Responsibility Principle in front-end component design—how to abstract scrolling logic independently and balance cost with long-term returns.
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·6 min
AI Bubble Alarm: Why Banks and Cloud Giants Are Sounding Warnings Together
As cloud giants like AWS and Azure and major banks issue AI bubble warnings, how should markets read this signal? A deep analysis of valuation risks, capex concerns, and the dialectic between tech value and bubble risk.
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·3 min
What Happens to Developer Jobs When AI Writes 80% of the Code? A Deep Dive into Anthropic's Landmark Report
Anthropic's latest report reveals over 80% of its codebase is AI-written and engineer output has grown 8x. A deep analysis of AI's impact on software development, the taste moat, AI bubble stages, and loop engineering.
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·3 min
vLLM Deep Dive: How PagedAttention Enables High-Throughput LLM Inference
Deep dive into vLLM's core technologies for high-throughput LLM inference, including PagedAttention memory management, continuous batching, distributed deployment, and comparisons with TensorRT-LLM.
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Product Reviews·2 min
GPT-5.1 vs Claude Sonnet 4.5 Hands-On Comparison: Coding, Writing, and Creativity Benchmarked
Hands-on comparison of GPT-5.1 vs Claude Sonnet 4.5 across long-form writing, classical poetry, front-end coding, and UI reproduction to help you pick the right AI model.
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Deep Dives·2 min
The "Worse is Better" Philosophy of Large Model Design: Why Simple and Brutal Beats Refined and Complex
Analyzing the "worse is better" philosophy in large model architecture: why DeepSeek V4 dropped N-gram, why Transformer dominates AI, and three iron laws of simple, efficient model design.
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Industry Insights·2 min
AMD MI355X Beats B200: Full-Stack Optimization Breakdown for 5% Lower TCO on DeepSeek-R1 Inference
AMD Instinct MI355X achieves 5% lower TCO than NVIDIA B200 on DeepSeek-R1 disaggregated inference via SGLang+MoRI full-stack optimization with 1.25x per-GPU throughput.
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