This too shall pass https://pivot-to-ai.com/2026/10/28/the-chinese-ai-crash-is-not-the-end-but-it-is-cheering/ - blog post Patreon: https://www.patreon.com/davidgerard Ko-Fi: https://ko-fi.com/A1529D5 Buy us nice useful things (if not in the UK, set your own delivery postcode to SW1A 0AA): https://www.amazon.co.uk/hz/wishlist/ls/3Q8VZW46J6DM6 Get an extremely cool Pivot to AI shirt or mug: https://pivot-to-ai.redbubble.com Send in your story tips and non-slop sponsorship offers: dgerard@gmail.com Social media: https://circumstances.run/@davidgerard https://bsky.app/profile/davidgerard.circumstances.run.ap.brid.gy Sources: In China, the AI bubble has already burst https://www.reuters.com/world/china/china-ai-bubble-has-already-burst-2026-10-26/ Chinese Stocks Turn Biggest Losers as Global AI Trade Stumbles https://www.bloomberg.com/news/articles/2026-10-17/chinese-stocks-turn-biggest-losers-as-global-ai-trade-stumbles Moonshot Said to Eye Early 2027 IPO After Value Hits $50 Billion https://www.bloomberg.com/news/articles/2026-10-06/moonshot-said-to-eye-early-2027-ipo-after-value-hits-50-billion China Moves to Prop Up Stocks With Selling Curbs, Buybacks https://www.bloomberg.com/news/articles/2026-10-16/china-moves-to-prop-up-stock-market-with-selling-curbs-buybacks Extras: October supporter read (Patreon) https://www.patreon.com/davidgerard/posts/october-read-get-173439617 Previously on Pivot to AI: China tries to kickstart a bubble in humanoid robots https://pivot-to-ai.com/2026/08/31/china-tries-to-kickstart-a-bubble-in-humanoid-robots/ video: https://www.youtube.com/watch?v=1OL4GiBPHLI&list=UU9rJrMVgcXTfa8xuMnbhAEA Full Pivot to AI playlist: https://www.youtube.com/playlist?list=UU9rJrMVgcXTfa8xuMnbhAEA Rss Apple Podcaster →
