AI Bubbles
Week 28 Cartoon
Background
This week, I think I must have read (or listened to) about 5 well-researched, convincing articles and podcasts talking about the irrational valuations in AI and infrastructure companies. Having lived through property bubbles, web 1.0 bubbles, telco infrastructure build-out bubbles, bank bailouts, etc etc…you can’t help but think we’re in an AI bubble right now. And if so, when does it pop? I imagined a mischievous, AI-personified Pandora (of ancient myth (opens in a new tab)) having a thoroughly good time. Are her gifts good or bad? Bubble or not?
(This is my original thinking, developed and produced with AI support from Claude Sonnet 4.6 and Google Nano Banana 2)