Re:I'm Not Convinced the AI Bubble Exists
by diffeomorphism on Monday November 09, 2026 @03:00AM
(#50422496)
The bubble is not about whether AI is profitable or whether profits can grow.
The question is how much?
If they grow 5x, then these companies are very profitable, changed entire industries,... etc.
Yet, the bubble still pops because investors assumed 10x at least.
The question is how much? If they grow 5x, then these companies are very profitable, changed entire industries,... etc. Yet, the bubble still pops because investors assumed 10x at least.