Don’t Buy the AI Hype Before Listening to This.

The AI bubble is showing signs of a rapid collapse that investors are ignoring. We break down why the market is primed for a crash. Three major developments are signaling that the current AI craze is reaching a breaking point much faster than Wall Street anticipates. From structural risks in China to the accumulation of off-balance-sheet obligations, these warnings are being drowned out by the noise of election cycles and quarterly earnings reports. This analysis examines how major IPOs in the sector are masking underlying instability. By looking past the current hype, we identify the systemic vulnerabilities that suggest an economic correction is already underway for those willing to look at the data. Resources SEC: Anthropic S1 Reuters: In China, the AI bubble has already burst The New York Times: Musk Pledges SpaceX Stock for ‘Every Kid in America’ as Billionaires Push Direct Donations The Telegraph: China’s AI boom turns to bust: Stocks suffer $480 billion wipeout as ‘now we see the bubble bursting’ Fortune: Alphabet’s Google Cloud revenue doubles to $31 billion as cash flow stays deep red CNBC: Alphabet sinks 10% as it holds 2026 capex unchanged, expects significant increase in 2027 Bloomberg: Microsoft’s Surging Cloud Sales Show AI Spending Paying Off The Wall Street Journal: Why Big Tech’s AI Spending Is $3 Trillion Higher Than It Seems InvestingLive: Big Tech’s AI spending is $3 trillion bigger than balance sheets show The Noble Update: The credit market just cut off the weakest companies in America SEC: SpaceX Prospectus UNFTR Resources Video: Don’t Buy the AI Hype Before Watching This Essay: Don’t Buy the AI Hype Before Reading This -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility Intro music by Tom McGovern. Support the show: https://www.unftr.com/memberships See omnystudio.com/listener for privacy information.