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Blain’s Morning Porridge Nov 18th, 2025 – AI is dead! Long Live AI!
“It’s the end of the world all over again…”
Headlines about a deepening stock sell off, the rising fear” gauge, and unsustainable valuations, are dominating the news flow. Relax. End of the world market crashes happen all the time. Sit back and enjoy the show. Get your buying boots ready.
“No company is going to be immune , including us” saidSundar Pichai of Google. Peter Theil has sold out of Nvidia. When one of my chums, a “creative” up in London, asked on Sunday if she should invest in AI, you know it’s way too late. Even the BBC has noticed the AI bubble might be a bust…
But it won’t be…
The skinny
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