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Re:I'm Not Convinced the AI Bubble Exists by philipwhiuk on Monday November 09, 2026 @05:49AM (#50423846)
The competition is also a problem tho. Both of them are betting the house pretty much on winner takes all. If competition reduces growth, that's a problem.
Re:I'm Not Convinced the AI Bubble Exists by panzi on Monday November 09, 2026 @06:01AM (#50423941)
Sounds to me like the market isn't big enough for both of them. So how much growth is left?
Re:I'm Not Convinced the AI Bubble Exists by aurareturn on Monday November 09, 2026 @06:19AM (#50424067)
For the AI bubble, competition is good because it would mean better cheaper services and products.