The Benefits of Bubbles

What if bubbles build infrastructure we all use? In this piece I argue the AI bubble, with OpenAI making $1.4 trillion of deals versus about $13 billion in revenue, has real benefits. I lean on Carlota Perez and Boom to explain inflection bubbles, infrastructure buildout, capex trends and what comes after the pop.

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Rolly's Take

For the curious mind that thrives on the edges of economic theory and technological evolution. This blog invites you to reconsider the value of speculation, illustrating how the chaos of bubbles can foster the very infrastructure on which progress stands. Engaging with it is like dancing with paradox — finding meaning in the tension between risk and potential.