Memory prices have doubled, Macs and iPads have gone up, and iPhones are expected to follow. Ed Zitron – who writes the Where's Your Ed At newsletter, hosts the Better Offline podcast, and has been described by Politico as the AI boom's most "acerbic gadfly" – has spent years arguing the buildout driving those costs will never pay for itself. We asked him what happens to Apple if he's right. You've been calling AI a bubble since before it was fashionable.
It won’t ALL burn and they’ll be able to buy up what they want.
This bubble will burst. Will the burst be a loud boom or a soft whoosh? That’s the part that people are trying to figure out.