Ars Live recap: Is the AI bubble about to pop? Ed Zitron weighs in.

“Nvidia’s growth is why the bubble is inflated,” Zitron said. “If their growth goes down, the bubble will burst.”

He also warned of broader consequences: “I think there’s a depression coming. I think once the markets work out that tech doesn’t grow forever, they’re gonna flush the toilet aggressively on Silicon Valley.” This connects to his larger thesis: that the tech industry has run out of genuine hyper-growth opportunities and is trying to manufacture one…