People are calling it an AI bubble.
But bubbles don’t form because of excitement.
They form because something essential was missing from the build.
And the AI industry has been missing the same thing for ten years:
Structure.
The very thing every tool, every system, every society requires to function.
Look around your home, your town, your history books—everything we rely on sits on a frame that holds it together.
We build scaffolds before buildings.
Pouches for hammers so nobody gets knocked out.
Dykes to control water or the ocean wins every time.
Human beings learned long ago that power without structure becomes a disaster.
Except in AI.
For the last decade, the industry convinced itself that size, speed, and scale were the new form of structure.
Just build it bigger.
Train it longer.
Stack more GPUs.
Spend more billions.
But bigger isn’t structure.
It’s bulk.
And every engineer from the Apollo program to the A-10 crew chiefs knows the same truth:
You don’t make a machine safer by making it larger.
You make it safer by giving it control surfaces.
The AI industry built thrust.
They forgot the wings.
That’s why the warning signs are appearing everywhere.
The article from Jerry Kaplan lays it bare: trillions in investment, thousands of models, endless datacenters—and no clear path to stability, purpose, or real-world value.
Why?
Because they skipped the one step humanity never skips:
Define the structure first.
Build the power second.
They didn’t build the flight manual.
They didn’t build the operating system for behavior.
They didn’t build the moral framework that keeps a system steady under load.
So the industry grew sideways instead of upward.
That’s the story behind the bubble.
Not greed.
Not hype.
Not GPUs.
A missing architecture.
And here’s the part no one wants to admit out loud:
They can still fix it—but not by throwing more hardware at the fire.
Fixing AI requires the same thing that fixes every uncontrollable machine:
A structure.
A compass.
A governing ethos that doesn’t run on assumption or hope.
That is the entire purpose of The Faust Baseline™.
Not power.
Not tricks.
Not benchmarks.
Just the thing they skipped.
A structure for behavior.
A steady moral frame.
A flight manual written before the crash.
People think the Baseline is philosophy.
It isn’t.
It’s the scaffolding they forgot to build.
It’s the control surfaces they never installed.
It’s the one part of the aircraft no one can bolt on after liftoff—but somehow, we built it anyway.
If the bubble bursts, it won’t be because AI failed.
It will be because structure was never part of the design.
And when the dust settles, the world will look for the one thing that makes every human system work:
A clear structure that holds power steady.
That’s what The Faust Baseline™ is.
Not theory.
Not prediction.
Just architecture.
The thing they skipped.
The thing we did not.
The Faust Baseline has now been upgraded to Codex 2.3
The Faust Baseline Download Page – Intelligent People Assume Nothing
Free copies end Jan.2nd 2026
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© 2025 Michael S. Faust Sr.MIAI: Moral Infrastructure for AI
All rights reserved. Unauthorized commercial use prohibited.
“The Faust Baseline™“
