HeyJaredJ. Manuel González
- Indexed articles, last 90 days
- 1
- Latest publication
- Sep 8, 2026
- Outlet visibility, for Philstar
- Top 50K sites
- Earliest in this view
- Sep 8, 2026
Latest articles
The arithmetic inside the AI bubble (opens the original)
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Everyone in the stock market is wondering “Is AI a bubble?” To simplify, there are three sub-sectors in US AI: microchip manufacturers (Nvidia et.al.), tech giants (Google, Amazon, et.al.) which commission data centers, and software developers (OpenAI, Anthropic, etc., which need data centers to run their general-intelligence software. Some companies do all three, and many of them now invest, lend or lease to each other. A simple example: A sells B a rock on credit for $1,000. B sells it to C fo
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Top 50K sites
For Philstar, the outlet · Measured Aug 1, 2026
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