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AI Bubble: The Calls Are Coming from Inside the House

roddubitsky.substack.com

4 points by toomuchtodo 7 hours ago

toomuchtodo 7 hours ago

Original title “AI Bubble: The Calls are Coming From Inside the House: Apollo and Ares Research Torches AI Debt Hype” compressed to fit within title limits.

Reports cited:

https://www.ares.com/content/dam/aresmgmt/Documents/In-the-G...

https://www.apollo.com/wealth/insights-news/insights/daily-s...