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Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace.
Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace.
“Unprecedented market shocks occur with monotonous regularity.”
Is the AI bubble bursting? Who will be the survivorsand losers? Or is it more fundamental – US AI firms talk of spending billions, but what is China is doing AI better and cheaper? If China wins the AI race, then it will confirm more than just the waning of the American century. It willfundamentally shift valuations.
That clashing klaxon of noise is the rising perception the AIBubble is about to pop. Suddenly, everyone is negative - creating immediate “guilt by…
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