Re:I'm Not Convinced the AI Bubble Exists
by JumpCrisscross on Monday November 09, 2026 @02:20AM
(#50422172)
> entire premise on whether it is a bubble depends on if LLMs can be more than a next token prediction machine or not
I don't think current valuations need AGI to work. They just need enterprise and personal spending on AI to keep rising exponentially for a while.
We could absolutely wind up in a case where these companies are fairly close to a trillion dollars each, but not multiple trillions, at a reasonable multiple, all without AGI.
I don't think current valuations need AGI to work. They just need enterprise and personal spending on AI to keep rising exponentially for a while.
We could absolutely wind up in a case where these companies are fairly close to a trillion dollars each, but not multiple trillions, at a reasonable multiple, all without AGI.