The bubble-pop signal is in!
ed has been on a full on media offensive for like a month now, he’s been on chapo, majority report and seems like any financial/economics podcast he could get into. somebody has put him on political compass type quiz thing last week. before that, he built up enough street cred to get publicly undisclosed openai audit and he’s been on bloomberg right after. financial press got some permission to talk about bubble existence after uber ceo said that they didn’t see return on investment in ai, which was some two months ago. the peak signal is there, yeah; the signal is that i hear that from top 10 fedi ai booster
I’m a subscriber to his newsletter - it’s a great read. Bit of a contrast between his written text, which is a bit prolix as he himself admits, and what a good and convincing speaker he is. All the facts at his fingertips, all the time.
Bring on the bubble burst - have had enough of it.
Oh this should be fun to watch.
EDIT: He was remarkably well-behaved. Way to maintain self control, Ed.
He was also on Adam Conover’s YouTube channel recently doing impressions (surprisingly well). Ed was fun to see that way. Much lighter than his newsletter
Now this is a recession indicator.
CNBC ran this article earlier this week, too:
Employers who laid off workers citing AI are already starting to regret it
If CNBC of all places is running stories like this, that represents a huge vibe shift.
Is that channel really his?
Couldn’t (quickly) find a reference to it.
He posted it on his bsky
