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The AI Revolution is set to consume itself.
Blain’s Morning Porridge May 7th, 2026 – The AI Revolution is set to consume itself.
“Like Saturn, the Revolution devours its own children.”
Markets can’t wait for the Iran war to end – so they can get back to speculating trillions on the AI revolution. The hyperscalers expect to reap monopoly scale rents from owning AI closed-weight models and the digital infrastructure of datacentres and chips. But what if households can build their own AI capabilities cheaper and more effectively? Pop!
Yesterday the stock market, yet again, hit new record highs on the back of vague mumblings from President…
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