I killed the js to remove the pop up blocking the article but Im not sure if this is the entire article:
The AI bubble is 17 times the size of the dot-com frenzy — and four times the subprime bubble, analyst says
Artificially low interest rates have stimulated investment into AI that has hit scaling limits, says research firm
Last Updated: Oct. 3, 2025 at 11:06 a.m. ET
First Published: Oct. 3, 2025 at 6:53 a.m. ET
It’s not just a bubble but an epically sized one, an analyst argues. Photo: Getty Images
For good reason, it feels that the only major discussion in markets is whether AI is in a bubble or whether it’s actually the early innings of a revolutionary phrase.
So here’s another one, decidedly from the pessimistic camp. It’s a take from independent research firm the MacroStrategy Partnership, which advises 220 institutional clients, in a note written by analysts including Julien Garran, who previously led UBS’s commodities strategy team.
Am I missing the real article or is this the entirety of it?
I killed the js to remove the pop up blocking the article but Im not sure if this is the entire article:
Am I missing the real article or is this the entirety of it?
There is much more. Like 20x that.
ಠ_ಠ
I can’t tell is this is a joke playing off the Ai bubble being “17 times” larger or if you’re serious.
https://archive.md/mVUfw
The article is behind a paywall.