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Re:I'm Not Convinced the AI Bubble Exists by gamblor956 on Sunday November 08, 2026 @09:36PM (#50420311)
It's damning that out of the only two companies in the world that absolutely must dogfood Anthropic's products, one of them, the investment bank behind Anthropic's IPO (Goldman Sachs), didn't find enough of a use case for to justify its continued use by most of the bank. Now LLM use is heavily restricted to specific departments and even in those departments spend must be approved. They've also repeatedly dropped the IPO target by almost half in just 4 weeks. That's WeWork levels of adjustment right there.

It's almost as if they know something about the finances that the rest of us don't...

Re:I'm Not Convinced the AI Bubble Exists by krupan on Sunday November 08, 2026 @09:54PM (#50420445)
This should be a top level comment
Re:I'm Not Convinced the AI Bubble Exists by Refreeze5224 on Sunday November 08, 2026 @09:58PM (#50420470)
Or it's like no one wanted to believe Ed Zitron, who has been telling everyone everything they need to know about this real-life, actual AI bubble....
Re:I'm Not Convinced the AI Bubble Exists by CamperBob2 on Monday November 09, 2026 @12:39AM (#50421480)
Along with the previous 34 AI bubbles.
Re:I'm Not Convinced the AI Bubble Exists by yosame on Monday November 09, 2026 @04:56AM (#50423430)
I mean it's all the same bubble
Re:I'm Not Convinced the AI Bubble Exists by CamperBob2 on Monday November 09, 2026 @11:09AM (#50427469)
Being right at the wrong time is usually worse than being wrong.
Re:I'm Not Convinced the AI Bubble Exists by xvector on Monday November 09, 2026 @07:44AM (#50424828)
You assume these companies telegraph their motives, they could just as easily be feeding this narrative so they can buy more of the company at a lower price.