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**Hugh** · Today, 12:48

As it appears AI (or as I heard it described, Large Language Models with Chatbot front-ends with delusions of grandeur) is making it's way into everyday life, I thought it might be worth having thread on it.

https://www.bbc.co.uk/news/articles/cwy7vrd8k4eo

Quote:

Every company would be affected if the AI bubble were to burst, the head of Google's parent firm Alphabet has told the BBC.

Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an "extraordinary moment", there was some "irrationality" in the current AI boom.

It comes amid fears in Silicon Valley and beyond of a bubble as the value of AI tech companies has soared in recent months and companies spend big on the burgeoning industry.

Asked whether Google would be immune to the impact of the AI bubble bursting, Mr Pichai said the tech giant could weather that potential storm, but also issued a warning.

"I think no company is going to be immune, including us," he said.

In related news...

https://www.tipranks.com/news/nvda-t...i-bubble-fears

Quote:

Billionaire investor Peter Thiel has sold his entire stake in chipmaker Nvidia NVDA -1.88% ▼ and trimmed his Tesla TSLA +1.13% ▲ holdings amid growing fears of an overinflated “AI Bubble.” Thiel’s hedge fund, Thiel Macro LLC, reported in its latest 13F filing for the September quarter that it reduced its portfolio size from $212 million at the end of Q2 to $74.4 million as of September 30, 2025.

According to the filing, Thiel also dumped the fund’s entire holdings in Vistra Corp. VST +0.18% ▲ , an integrated U.S. electricity generation company with assets across natural gas, solar, nuclear, and battery energy storage. Meanwhile, Thiel increased positions in Microsoft MSFT -0.53% ▼ and Apple AAPL -1.82% ▼ . Following these moves, the fund now holds only three major tech names: Microsoft, Apple, and Tesla. Thiel appears to prefer Microsoft and Apple because these tech giants have diversified revenue streams across cloud services, devices, and software, not just AI chips.

During Q3, Thiel sold 537,742 NVDA shares, which had previously accounted for about 40% of Thiel Macro’s portfolio, a reduction of nearly two-thirds. He first began buying Nvidia stock in the fourth quarter of 2024. The fund also sold all 208,747 Vistra shares, which made up about 19% of total holdings.

In the meantime, Thiel Macro sold 207,613 TSLA shares, cutting its Tesla position by roughly 76%. The fund now holds 65,000 Tesla shares, which remain its largest investment, valued at $28.91 million and representing 38.83% of the portfolio.