CoreWeave the Canary in the AI Credit Coal Mine?

“Deep Dive: Is the AI Buildout Creating a Private Credit Bubble?” by Chamath Palihapitiya:

https://research.socialcapital.com/p/private-credit

“CoreWeave the Canary in the AI Credit Coal Mine?” by Nat Wilson Turner:

https://www.nakedcapitalism.com/2026/10/coreweave-stock-price-credit-market-nvidia-ai.html

“How a Scrappy Cryptominer Transformed Into the Multibillion-Dollar Backbone of the AI Boom” by Paresh Dave:

Michael Hudson: The Coming AI Recession Will Be Worse Than 2008

“Michael Hudson: The Coming AI Recession Will Be Worse Than 2008” by Radhika Desai - Geopolitical Economist:

https://www.youtube.com/watch?v=qBR9duB35eQ

homepage of Radhika Desai

https://radhikadesai.com/

blog

https://substack.com/@radicaldesai

video of the talk @ youtube:

AI Investments Lack Returns – Whatever They Do Is Hard To Measure

“AI Investments Lack Returns – Whatever They Do Is Hard To Measure” by b:

https://www.moonofalabama.org/2026/10/ai-investments-lack-returns-whatever-they-do-is-hard-to-measure.html

“Will America Spend 9% of Its GDP on AI? The Industry Is Counting on It” by Greg Ip:

Asimovs 'I, Robot': Warum ein 75 Jahre altes Buch die KI-Krise erklärt

Drei Robotergesetze sollten alles regeln. Asimov zeigte schon 1950, warum das scheitert – und trifft damit den Kern heutiger KI-Debatten.

“Asimovs ‘I, Robot’: Warum ein 75 Jahre altes Buch die KI-Krise erklärt” by Raúl Rojas:

Keynote NDC Copenhagen 2026: After the AI Hype – What’s Real, and What’s Next - Richard Campbell

NDC { Copenhagen }:

https://ndccopenhagen.com/

{ } NDC Conferences:

https://ndcconferences.com/

“Keynote NDC Copenhagen 2026: After the AI Hype – What’s Real, and What’s Next - Richard Campbell” by :

Whoever wins AI wins

Warum Trumps Wettrennen in die Katastrophe führen kann

“Whoever wins AI wins” by Klaus Moegling, Axel Fersen:

https://www.telepolis.de/article/Whoever-wins-AI-wins-Warum-Trumps-Wettrennen-in-die-Katastrophe-fuehren-kann-11460156.html

“Trump downplays the need to check AI development and says he doesn’t want to cede edge to China” by Darlene Superville, Didi Tang: