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Arthur de Miranda Neto

Public reference bibliography and cataloged PDF materials authored or published by Arthur de Miranda Neto.

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Substitution, Not Speculation: Why the Artificial Intelligence Investment Cycle Need Not Be a Bubble, and Why Its Robustness Accelerates the Commoditization of the Build

Year: 2026 • Source: hal.science • Listed PDF

The 2025–2026 debate over an “AI bubble” has generated abundant heat and comparatively little classificatory clarity. This paper does not argue that valuations are modest, that froth is absent, or that no capital will be...