AI Bubble 2027

An MIT study reveals 95% of organizations get zero return from generative AI, while Meta freezes AI hiring and major outlets question if we're in a bubble. The analysis predicts the AI bubble will burst through a series of events over 18 months, including NVIDIA's growth slowing, AI funding drying up, major AI companies collapsing, and Big Tech pulling back from AI investments. Key vulnerabilities include OpenAI and Anthropic burning billions annually, CoreWeave's financial troubles, and AI startups raising at unsustainable valuations. The bubble is driven by vibes rather than returns, making it vulnerable to emotional market reactions when reality sets in.