The short version

Anthony Ha predicted on May 4, 2026: “A delayed response to a @caseynewton.bsky.social segment from Hard Fork last week: Casey’s right, I think, that the AI bubble is more like railroads than crypto. But we should also be thinking about broadband in ‘00 and housing in ‘08. davekarpf.beehiiv.com/p/what-sort-...” Verdict: Too early to tell. The author compares the AI bubble to…

Prediction by

Anthony Ha

On May 4, 2026

“A delayed response to a @caseynewton.bsky.social segment from Hard Fork last week: Casey’s right, I think, that the AI bubble is more like railroads than crypto. But we should also be thinking about broadband in ‘00 and housing in ‘08. davekarpf.beehiiv.com/p/what-sort-...”

Follow-up

The author compares the AI bubble to historical economic events like the railroad bubble, the dot-com broadband boom, and the 2008 housing crisis, suggesting it's a more fundamental economic development than a speculative bubble.

From the High Caliber AI network — see the AI for PR module in the course.