Consider this….
U.S. GDP would be flat without AI and AI adjacent investment
See How does the End Begin?
Extreme market concentration in a few tech giants makes for a very fragile economy
The US is currently an all-in bet on AI. When the collapse comes, it will be catastrophic.
See How does the End Begin?
AI and AI adjacent debt loads are obscene
See Credit Braces for Fallen Angels as $100 Billion Trades Like Junkand
Banks get creative and look further afield as AI-fueled debt soars
Circular, incestuous deals pumping up the bubble (dot com vibes)
See chart from Oct 2025 below. (More deals have been struck since.)
Off-books liabilities are tremendous
See AI's Debt Problem is worse than you think explainer video below)
Failure to deliver ROI: A vast majority of organizations deploying AI report zero or negative measurable financial return
See MIT Study finds that 95% of AI initiatives at companies fail to turn a profit and
81% of Enterprise Technology Leaders Report Production Failures from AI-Generated Code, New Research Shows
Assumptions underlying growth forecasts are absurd.
See AI: Wheels Coming Off video below
No clear business model: AI enterprises burn billions annually with no clear path to consumer revenue.
See AI: Wheels coming off video below
Extreme leverage on AI investments are prompting margin calls on AI trades and AI funds
See AI investor Leopold Aschenbrenner forced to unwind all public stock positions after steep losses, sources say and The market’s big AI doubts are exposing the riskiest players
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Mainecat ·
