Medium impact
The AI Business Model Just Collapsed
What happened
In late 2025 and early 2026, the author warned of a looming AI bubble, predicting sharp declines for companies like Meta, Oracle, and data‑center stocks. Those warnings proved accurate as Meta fell 22%, Oracle dropped 56%, and data‑center initiatives faced a voter backlash, with stocks such as Coreweave plunging from $138 to $42.
Why it matters
The collapse highlights how growing public and political opposition to AI can quickly translate into severe market losses for tech firms tied to AI infrastructure.
Is this a big deal?
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