Re:I'm Not Convinced the AI Bubble Exists
by maxnevermind on Monday November 09, 2026 @01:45AM
(#50421933)
> Profits Can Grow, By A Lot
Profits are mentioned but then only revenue is discussed, Revenue != Profit. Revenue can grow yeah but experimentation/token-maxing stage is ending and price wars have started, so I'm not sure about rising profits, AI Labs won't necessary be able to capture the margin(>>China<<), it might be companies/consumers who will capture most of it, if so there is a bubble - it is in AI labs with their trillion $ valuations and they might end up in a race to the bottom, BigTech is not in a bubble for the most part, they will endure a correction and fall back on their existing business.
Profits are mentioned but then only revenue is discussed, Revenue != Profit. Revenue can grow yeah but experimentation/token-maxing stage is ending and price wars have started, so I'm not sure about rising profits, AI Labs won't necessary be able to capture the margin(>>China<<), it might be companies/consumers who will capture most of it, if so there is a bubble - it is in AI labs with their trillion $ valuations and they might end up in a race to the bottom, BigTech is not in a bubble for the most part, they will endure a correction and fall back on their existing business.