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Investors reassess AI, reshuffle markets

21h

Investors and researchers reassessed AI bets, reshuffling tech-market standings and warning the boom would separate clear winners from losers while raising ethical and judicial concerns.

Reposted by Lionel Page

12%

by Afl-Cio

14%
aflcio.org
It felt like every Super Bowl ad this year was for some AI company with tons of money and no accountability.

Working people need AI guardrails to protect our jobs, rights and freedoms so we can actually benefit from this tech, not just Big Tech CEOs.
A.I. Blitzes the Big Game
www.nytimes.com
February 9, 2026 at 6:10 PM

by Mohamed A. El‐Erian

43%
elerianm.bsky.social
FYI, a clip from this morning's conversation on CNBC.

www.cnbc.com/video/2026/0...

#economy #markets
Volatility, dispersion and fragmentation are the top investment themes this year: Mohamed El-Erian
Mohamed El-Erian, The Wharton School Rene Kern professor and Allianz chief economic advisor, joins 'Squawk Box' to discuss the latest market trends, bitcoin price volatility, state of the AI boom, 202...
www.cnbc.com
February 9, 2026 at 2:39 PM

by Wojciech Sadurski

3%
La Repubblica
Jewell (BlackRock): “It's not a bubble, but the market will distinguish between winners and losers”

“We prefer the physical side of AI, infrastructure and robots. The demand for data centers will drive the energy sector.”

Jewell (BlackRock): “It's not a bubble, but the market will distinguish between winners and losers”
Reposts 1 1d
Financial Times
A chilly January in the job market

Plus, activism and AI in software

Reposts 0 1d
Neue Zürcher Zeitung
Podcast 'NZZ Akzent' - These three forces drive the AI hype

The boom around artificial intelligence shows no signs of slowing. It is being driven by investors, researchers and women founders, all hoping for big profits.

Podcast 'NZZ Akzent' - These three forces drive the AI hype
Reposts 0 1d

by Rafael Doménech

50%

by Gernot Wagner

28%
gwagner.com
Here's the rest I have so far:

FT front page on how AI researchers are hit by flood of ‘slop’¹

Nature on AI expanding scientists’ impact but contracting science’s focus²

"Lobotomised by AI"³

¹ www.ft.com/content/54e2...
² www.nature.com/articles/s41...
³ www.theaustralian.com.au/weekend-aust...
AI impact slides, plus Anthropic hiring
February 9, 2026 at 3:37 AM

by Brendan Nyhan Reposted by David R. Miller

12%
brendannyhan.bsky.social
the chaos that agents are about to unleash as they are increasingly used by people with diminishing technical competence is going to be incredible. will be car crashes everywhere. this guy is a VC!
dancow.bsky.social Dan Nguyen @dancow.bsky.social · 1d
VC, founder, dumbass
@Nick_Davidov Asked Claude Cowork organize my wife's desktop, it stated doing it, asked for a permission to delete temp office files, I granted it, and then it goes "ooops" Turns out it tried renaming and accidentally deleted a folder with all of the photos my wife made on her camera for the last 15 years. All photos of kids, their illustrations, friends' weddings, travel, everything. It's not in trash, it was done via terminal It's not in iCloud, it already synced the new file structure. She didn't have Time Machine. Disc recovery tools can't see anything. I called Apple and they pointed me to a feature in iCloud allowing to retrieve files that were saved before but are no longer on iCloud Drive (they keep them for 30 days). I'm now watching it load tens of thousands of files. I nearly had a heart attack. Nick Davidov • @Nick_Davidov VC, founder, DVC.ai - backing repeat founders with a community of 200 engineers. e/acc/OSS. Perplexity, Higgsfield, Animation, Etched. Husband to @msdavidova
February 9, 2026 at 3:14 AM

by Robert Black

0%
hurricanexyz.bsky.social
These Super Bowl AI ads are an immensely bearish sign for the industry, right? Like, a few years ago it was all NFTs...

I guess we're on year two (at least?) of all the Super Bowl ads being for AI, so maybe that's something?
February 9, 2026 at 2:56 AM

Reposted by Ignacio Quintero

2%
acollierastro.bsky.social
so is it a common experience that the same dudes who were super into crypto like 7 years ago are the same dudes that are super into ai hype now?

is it just the same group of guys getting scammed over and over while they lecture us normies about how we are missing out because we are stupid?
February 9, 2026 at 2:43 AM

Reposted by Mark Rice, Daniel W. Drezner, Jacob T. Levy

29%
lauren.rotatingsandwiches.com
i worry that a 5-year stretch of nothing but ads for NFTs, bitcoin, and AI is a long enough gap that this nation's once-great advertising industry will forget how to sell a product people actually want
February 9, 2026 at 12:45 AM

by Pepper D. Culpepper

27%
pculpepper.bsky.social
Houston, we have a problem…with out of control capex of highly uncertain value.
wsj.com The Wall Street Journal @wsj.com · 2d
When considered as a percentage of GDP, the 2026 projected AI-driven spending by Amazon, Alphabet, Microsoft and Meta rivals momentous capital efforts in U.S. history, as shown in these charts.
Big Tech’s AI Push Is Costing a Lot More Than the Moon Landing
When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.
on.wsj.com
February 8, 2026 at 8:05 PM

Reposted by Pepper D. Culpepper

9%
wsj.com
When considered as a percentage of GDP, the 2026 projected AI-driven spending by Amazon, Alphabet, Microsoft and Meta rivals momentous capital efforts in U.S. history, as shown in these charts.
Big Tech’s AI Push Is Costing a Lot More Than the Moon Landing
When considered as a percentage of GDP, the projected spending of four tech giants for 2026 rivals the most momentous capital efforts in U.S. history, as shown in these charts.
on.wsj.com
February 8, 2026 at 7:12 PM
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