Blain's Morning Porridge

AI isn’t a bubble, it’s Tech evolution evolving


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Blain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving

 “The new, new thing will always be superseded by the next new, new thing…”

Michael Burry is not out. His Stuffed Turkey comments sound like a prophesy. AI is evolving fast and not necessarily in the direction the current market understands. Bewareno-see-ums. What if the current tech is a dead end, and the financials collapse? A big shift may become clear in coming months… and where to invest next!And let’s talk about bit-flips!

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Blain's Morning PorridgeBy Bill Blain