Howard's Substack
Howard RubinMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 44 | Founded | 2 months ago | Last Issue | 2 days ago |
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howardarubin.substack.comLatest Issues
AI, the Bubble, and the Technology Affordability Wall
by
Dr. Howard A. Rubin
Professor Emeritus City University of New York
Founder, www.techeconomists.com rubinworldwide.0
June 2026
Let’s start with Enterprise.
My view is that The AI bubble is unlikely to “burst” all at once. It is more...
The New Economics of AI: The Double Bubble Problem
by
Dr. Howard A. Rubin
Professor Emeritus City University of New York
Founder, www.techeconomists.com rubinworldwide.0
June 2026
For the past three decades, technology economics has focused almost exclusively on enterprises. We measure...
Workload Placement in the Age of AI: A Technology Economics Perspective
by
Dr. Howard A. Rubin
Professor Emeritus City University of New York
Founder, www.techeconomists.com rubinworldwide.0
June 2026
Abstract
The future is not cloud-first, mainframe-first, or even AI-first. It is economics-first. The mos...
AI Success – What Does That Mean for GenAI and Agentic
By
Dr. Howard Rubin
Professor Emeritus of the City University of New York
Founder, www.techeconomists.com www.rubinworldwide.com
June 17, 2026
Authors note: This document was created in part by using ChatGPT to summarize my own researc...
The Rubin AI-Risk Factor
By Dr. Howard A. Rubin
Professor Emeritus City University of New York
Founder, www.techeconomists.com www.rubinworldwide.om
June 2026
Introduction: Earnings per Share as a Basis for the Analysis of AI Ri...
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