steve hsu(@hsu_steve):AI boom or bubble? ~$trillion capex, but only ~tens of $billions in organic revenue. Financial bubble, unless revenue doubles every year for next ~4 years.

2026.09.17 11:04

AI boom or bubble? ~$trillion capex, but only ~tens of $billions in organic revenue. Financial bubble, unless revenue doubles every year for next ~4 years.

Wais@momans

2026.09.17 03:18

@hsu_steve explaining why rapid recursive self-improvement means nothing for AI valuations until real-economy businesses -- not VC-backed startups -- start organically spending trillions on the tech.