Is AI a bubble? An essay on why AI is both the most transformative technology of our lifetime AND a historic bubble — tokenmaxxing, the $500M Claude accident, OpenAI's losses, and the circular hyperscaler money.
Evidence-gated, Burry-style forensics on the AI / data-center financing boom — live 3D contagion explorer with hourly market overlay
Read-only scorecard tracking 15 macro and AI-cycle risk indicators over time. Hand-maintained, generates a markdown snapshot for analysis.
Moved to deep-research/12-le-pari-lecun
Why the $725 Billion AI Boom Is a Fixed-Asset Capital Trap
The thesis that China is popping the U.S. AI bubble centers on the rapid emergence of high-performance, ultra-low-cost Chinese AI models (such as DeepSeek and GLM).
BREAK_NOT_BUILD: The Strategic Extraction Matrix and the Dual Crisis Convergence
A Toy AI-generated formally-verified analysis of the AI capital loop + a transparent, server-less coordination poll.
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