Animal Spirits: Never walk all over the cell
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Why AI is still under and not a bubble yet
Here’s how AI is not a bubble today. I’ve sifted through data points and ideas from my previous columns and coverage. If you prefer facts and the truth of evidence based on vibes and collective narratives, enjoy!
-Big Tech Measurement is…
– Tae Kim (@firstadopter) On October 25, 2025
This graph has been full almost every few months, arguing that the top 10% of income earners account for 50% of consumption.
Anyone familiar with economic statistics should feel logical that they should not be correct.
So I dig into it a little bit, and sure enough, it’s (very) not.
– Antoine Levy (@Levyantoine) November 2, 2025
Yes. We’re set, tbh pic.twitter.com/beocalc02c
– del (@thecartel) October 31, 2025
People walking over corporate structures often forget the sheer size and churn of the US labor market.
7.5 million jobs were destroyed in Q4 2024 alone! (But until more were created.) pic.twitter.com/J0i8cwyln
— John Lettieri (@EletiEriDC) On October 29, 2025
Neo is a home robot
Order today pic.twitter.com/ftqtchb4uw– 1x (@ 1x_Tech) On October 28, 2025
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