Elon Musk just told the entire world that the AI bubble has popped… buckle up.
ECONOMY
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Ezn Places Financial Controls Between Agents and Spending
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First we gave agents the terminal.
— KoZman (@SherifKozman) 25 octobre 2026
Then the browser.
Then our credit cards and bank accounts.
But with money comes great responsibility.
"Spending $1,000 on a flight upgrade at 3:14 AM shouldn't be just another tool call."
Introducing Ezn. It sits between your agents and your… pic.twitter.com/7gncm45eFNFirst we gave agents the terminal.
Then the browser.
Then our credit cards and bank accounts. But with money comes great responsibility. "Spending $1,000 on a flight upgrade at 3:14 AM shouldn't be just another tool call." Introducing Ezn. It sits between your agents and your -
An AI Bubble Collapse Could Pose Greater Monetary Policy Challenges
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“a bursting AI bubble would be a much bigger shock to the economy than the bursting IT bubble at the end of the 1990s that brought us to the edge of a liquidity trap. Yet the Fed has much less room to cut rates now than it did then: the current Fed funds rate is only 4 percent.
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Investor Decisions Reflect Doubts About AI Boom Sustainability
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Suddenly, “people who move money around for a living are starting to have serious doubts about how sustainable the AI boom actually is, and we know they are not because they’re just saying so, but because they’re making financial decisions as if they are.” https://
jacobin.com/2026/10/artifi
cial-intelligence-investors-finance-bubble
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CoreWeave Debt Creates Risks Across the AI Industry
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CoreWeave’s debt is becoming the whole #AI industry’s problem
by Elizabeth Lopatto @verge Learn more: https://
bit.ly/4soy6zK #Fintech #Technology #EmergingTech #ArtificialIntelligence -
AI API Spending Controls Need Immediate Enforcement Without Latency Caveats
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agreed, I want spend caps with no caveats, today we have the caveat of 10 minute latency
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Gemini API Spend Caps Differ From Alerts and Have Enforcement Latency
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this person is talking about “budget alerts” not spend caps. the budget alerts are just emails you get, the spend caps in the Gemini API are actual caps they just have a 10 minute latency right now
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Repeated Email Classification Can Favor Specialized Models Over Frontier APIs
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paying frontier prices to classify the same email 500 times does feel ridiculous
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Claude Max Usage Economics Explain Changing Account Limits
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You pay Anthropic $200 a month. SemiAnalysis says you get up to $11,700 of API value back. That gap is why your limits keep moving. This week they compared two Claude Max accounts, same day, same model:
→ One got about 20% more per 5-hour window
→ But about 20% less per week -
Kimi Scene Test Compares Cost and Completion Time With Opus
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Kimi K3.1 acaba de cargarse a Opus 5.5 / Astra
— Nico (@nicos_ai) 24 octobre 2026
Le di a Kimi K3.1 el mismo prompt, y creó esta escena por 5 veces menos tokens que Opus 5.5
Kimi K3.1: $2.15 · 7 mins
Opus 5.5: $10.65 · 28 mins
China acaba de volver a la carrera de la IA https://t.co/0AULHmXCoF pic.twitter.com/pIek58vZiiKimi K3.1 has just taken down Opus 5.5 / Astra I gave Kimi K3.1 the same prompt, and it created this scene with five times fewer tokens than Opus 5.5 Kimi K3.1: $2.15 · 7 min
Opus 5.5: $10.65 · 28 min China has just returned to the AI race [Traduit de ES vers EN]