Rogé Karma is a staff writer at The Atlantic who covers economics and technology. He writes the magazine's "Work in Progress" newsletter, and was previously senior editor of The Ezra Klein Show at The New York Times (Source: theatlantic.com; citylab.bloomberg.org).
AI-bubble coverage
Karma has returned to the AI-bubble question across two pieces. His September 2025 Atlantic article on the debate is updated by the long-form feature "So, About That AI Bubble" (May 1, 2026), which argues that the burden of proof has shifted: where the bull case once rested on speculation, by 2026 it rests on revenue and observable productivity gains, while the bear case rests on the claim that those gains will not generalize beyond software. The full treatment is at So, About That AI Bubble — Rogé Karma (The Atlantic, May 2026).
That framing sits alongside the "good bubble" ideology documented by his Atlantic colleague Lila Shroff in Even Silicon Valley Says That AI Is a Bubble — Lila Shroff (The Atlantic, March 2026). The two approach AI Bubble Debate from complementary directions — Shroff on how the industry justifies bubble dynamics, Karma on what evidentiary standard the bull and bear cases now have to meet.
Relationships
- supports: AI Bubble Debate — argues the evidentiary burden has moved from speculation to measured revenue and productivity
- related: So, About That AI Bubble — Rogé Karma (The Atlantic, May 2026) — his May 2026 feature
- related: Lila Shroff — Atlantic colleague; complementary bubble-debate framing
- related: Matteo Wong — Atlantic colleague covering AI infrastructure