The well-known podcast and research team Exponential View is worth subscribing to and following consistently.

Their latest report, "The State of the AI Economy 2026," allows free subscribers to preview the beginning. Here, I summarize the core viewpoints, which include five data points that collectively undermine bearish perspectives on the AI sector.
A typical pessimistic narrative is that AI is all hype, capital expenditures are unsustainable, there is no real revenue, token prices are crashing, and it will ultimately end in tragedy.
It's easy to get confused by the overwhelming bearish opinions on social media. At times like this, if you're not an industry insider and lack first-hand experience, you need to ensure you're receiving high-quality content that is insightful and aligned with the broader trend. Curating carefully is a craft, but at the very least, we should develop the ability to discern low-quality content.