Opinion | This Boom Looks a Lot Like the Housing Bubble (Gift Article)

Yup yup yuppers

perilous private credit circle jerk "private creditors like Apollo are funding the debt boom by tapping money sitting in companies like Athene, the $470B insurer Apollo controls. Should A.I. boom go bad+ Athene go under, Apollo knows taxpayers will be on the hook." www.nytimes.com/2026/10/25/o...

Nice one from Jen Harris. "the US economy is fully hostage to an AI build-out laden with increasingly worrying financial engineering, all riding on a wager" between hoped-for increases in AI demand, potential customers, and industry infrastructure investment www.nytimes.com/2026/10/25/o...

"A Wall Street Journal analysis in August concluded that the nine largest tech companies, Nvidia and Meta included, have managed to accrue $3 trillion of debt, or roughly 10 percent of the entire U.S. economy, off their balance sheets." Ain't nothing magnificent about that shit.

"The [SEC] has made it easier for data center owners and their lenders to slice and repackage this debt, which is exactly what banks did to subprime mortgage debts in the housing bubble. The S.E.C. is also proposing rules that allow newly public companies to disclose even less"

Meanwhile the administration wants to let retirement savings flow into risky schemes, the opposite of what this moment demands. This deserves bipartisan attention now, before a correction becomes a crisis. www.nytimes.com/2026/10/25/o...

‘Artificial intelligence is fast becoming the largest investment in U.S. history. As the money pours in, the companies involved are resurrecting bad old habits eerily reminiscent of the shenanigans deployed in the run-up to the financial crisis.’ www.nytimes.com/2026/10/25/o...

Next time, no such thing as Too Big to Fail, or we have learned nothing.

“A Wall Street Journal analysis in August concluded that the nine largest tech firms, Nvidia and Meta included, have managed to accrue $3 trillion of debt, or roughly 10 percent of the entire U.S. economy, off their balance sheets.” #AIBubble www.nytimes.com/2026/10/25/o...

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Explore this gift article from The New York Times. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

"This Boom Looks a Lot Like the Housing Bubble"

Rewatching The Big Short to prepare myself mentally for what's coming. 💀 www.nytimes.com/2026/10/25/o...

‘the US economy is fully hostage to an AI build-out laden with increasingly worrying financial engineering, all riding on a wager — that demand for AI will keep growing, that customers will…be willing to pay what the tech…costs to produce and…firms will…build the infrastructure…to supply it.’

See this clear warning from Jen Harris about the #AI financing bubble. It is delivered in PlainLanguage, with compact walk-throughs of historic contexts and current red flags. Keyword up top: “Shenanigans.” Via @nytopinion.nytimes.com www.nytimes.com/2026/10/25/o...

——————————————————————- ”AI is fast becoming the largest investment in U.S. history. As the money pours in, the companies involved are resurrecting bad old habits…There are already signs that much of this investment may go bad. If it does, the consequences could rival what happened in 2008.”

This Boom Looks a Lot Like the Housing Bubble shuffling the debts off its balance sheet www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

“Analysis by the asset manager Sona found at least 176 circular financing deals in the A.I. ecosystem that were worth $3.6 trillion over the past three and a half years.”

'Artificial intelligence is fast becoming the largest investment in U.S. history. As the money pours in, the companies involved are resurrecting bad old habits eerily reminiscent of the shenanigans deployed in the run-up to the financial crisis.' www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

Can't wait for this bubble to burst!! www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o... #banking, #finance

Warning signs are flashing about the wild promises of A.I. and hidden debt by many of the companies involved. Read up on the potential fallout. Gift article from NYT: www.nytimes.com/2026/10/25/o... #hypecycle #retirement #401K @tghilarducci.bsky.social

🎁🔗: This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

It looks as if AI doesn't kill us directly, investment in AI might very well: www.nytimes.com/2026/10/25/o...

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they don't want Claude to die

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What's that old saying about the past being prologue? www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble By: Jen Harris for NYTs NYTs Gift Article www.nytimes.com/2026/10/25/o...

Next step? Get ready for these AI companies to sell your data, jack up prices, and sell ads on their UI. This AI agent is brought to you by DraftKings! www.nytimes.com/2026/10/25/o...

"...With more U.S. funds in A.I.-heavy stocks than in homes, a crash could destroy more wealth than the 2008 financial crisis did. And the Trump administration... is making changes that inject new opacity and more risk into the situation." www.nytimes.com/2026/10/25/o...

Well this isn’t worrisome at all . . . Explore this gift article from The New York Times. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

www.nytimes.com/2026/10/25/o... Piece makes strong case for there not just being an AI bubble but a bubble very similar to 2008 housing crisis, in terms of the nature of exposure, debt being pushed off balance sheets, and complicated financial arrangements between major players.

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Always Tax Payers on the hook even as AI developers USE OUR INFRASTRUCTURE STEAL OUR planets water, generate heat, make neighborhood unbearable, buckle up! 👇 Explore this gift article from The New York Times. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

The A.I. Boom Looks a Lot Like the Housing Bubble

Can we all agree that when the AI bubble bursts, there will be no bailout? (I know there will be, but I just wanted to be on the record opposing it now.) www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o... This analysis is terribly weak and fails to understand the essence of the 2096-08 housing and financial crisis. It ignores asset concentration and horizontal/vertical integration 20 years ago

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———————-—————————-—————- This Boom Looks a Lot Like the Housing Bubble NYT (gift): www.nytimes.com/2026/10/25/o... 👇Thanks for your gift!🎁

This Boom Looks a Lot Like the Housing Bubble.

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

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Any hot takes on why this writer could be wrong?

Explore this gift article from The New York Times. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

www.nytimes.com/2026/10/25/o... Listen up people! It's coming and it will be a doozy.Will make housing bubble look like chump change!

Explore this gift article from The New York Times. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

Another AI financial risk. With ads & marketing core biz model for much of Gen AI, corp debt will unleash more commercial surveillance to sell brands, products, influence. We will be sold off in new & powerful ways, as manipulation goes full AGI. www.nytimes.com/2026/10/25/o... via @NYTOpinion

Well, this is frightening. www.nytimes.com/2026/10/25/o...

None of this is reassuring (gift article) www.nytimes.com/2026/10/25/o...

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"Right now OpenAI expects to lose $280 billion by 2030 even assuming revenues grow *tenfold* over the same period." Nothing to see here, folks. www.nytimes.com/2026/10/25/o...

“With more U.S. funds in A.I.-heavy stocks than in homes, a crash could destroy more wealth than the 2008 financial crisis did...the Trump administration, reportedly eager to prevent a bust, is making changes that inject new opacity and more risk into the situation.” www.nytimes.com/2026/10/25/o...

When an accomplished economist speaks this clearly and cogently about the looming threat AI hyper-exuberance poses to the nation's economy, it's probably good to listen to her. That's all I'm sayin'. www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o... "With more U.S. funds in A.I.-heavy stocks than in homes, a crash could destroy more wealth than the 2008 financial crisis did."

Reading inspires me to come back to BlueSky. How quickly could a blue wave, if we get one, muster with these protections? I'm wondering what the AI expo$ure is here, vulnerability to sentiment surveillance? Gosh, I could ask AI.

This Boom Looks a Lot Like the Housing Bubble. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

2026 bubble. www.nytimes.com/2026/10/25/o...

"Artificial intelligence is becoming the largest investment in U.S. history...companies are resurrecting bad old habits eerily reminiscent of the shenanigans deployed in the run-up to the financial crisis…There are signs that much of this investment may go bad." www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

"There are already signs the nascent A.I. industry may not soon generate the trillions of dollars required to pay off all the huge debts it is incurring." www.nytimes.com/2026/10/25/o...

‘The Securities and Exchange Commission has made it easier for data center owners and their lenders to slice and repackage this debt, which is exactly what banks did to subprime mortgage debts in the housing bubble.’ GIFT LINK 2/3 www.nytimes.com/2026/10/25/o...

Pretty scary article. "The U.S. economy is fully hostage to an A.I. build-out laden with increasingly worrying financial engineering, all riding on a wager — that demand for A.I. will keep growing." www.nytimes.com/2026/10/25/o...

This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

"Artificial intelligence is fast becoming the largest investment in U.S. history. As the money pours in, the companies involved are resurrecting bad old habits eerily reminiscent of the shenanigans deployed in the run-up to the financial crisis." www.nytimes.com/2026/10/25/o...

www.nytimes.com/2026/10/25/o...

Another AI financial risk. With ads & marketing core biz model for much of Gen AI, corp debt will unleash more commercial surveillance to sell brands, products, influence. We will be sold in powerful ways, as digital manipulation goes full AGI. www.nytimes.com/2026/10/25/o... via @NYTOpinion

Explore this gift article from The New York Times. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

Well, here’s more nightmare fuel. www.nytimes.com/2026/10/25/o...

Opinion | The A.I. Boom Looks a Lot Like the Housing Bubble (Gift Article) f the nyt

(GIFT ARTICLE) There are signs the A.I. boom is going bust. If it does, the consequences could rival the 2008 financial crisis. By Jen Harris Ms. Harris was an economic official in the Biden White House. www.nytimes.com/2026/10/25/o...

When the AI bubble bursts we can't say we didn't see it coming www.nytimes.com/2026/10/25/o...

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This Boom Looks a Lot Like the Housing Bubble www.nytimes.com/2026/10/25/o...

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The Ai Boom Looks a Lot Like the Housing Bubble #ai www.nytimes.com/2026/10/25/o...

Explore this gift article from The New York Times. You can read it for free without a subscription. www.nytimes.com/2026/10/25/o...

“…the U.S. economy is fully hostage to an A.I. build-out laden with increasingly worrying financial engineering…” Troubling from whatever perspective you look at it. #AI #economy #investing www.nytimes.com/2026/10/25/o...