Author argues AI bubble does not exist
The author contends AI spending is one-time infrastructure cost while citing Anthropic S-1 revenue growth to 16.3 billion in 2026.
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Stories tagged #ai-bubble
Character.ai Bankruptcy Is First AI Bubble Domino to Fall
404 Media reports Character.ai's bankruptcy as an early AI-boom casualty.
Two-thirds of IT leaders report AI results, but few would interrupt the CEO's vacation over them
Azeem Azhar found two-thirds of IT leaders report measurable AI results, but almost none would interrupt a CEO's vacation.