We can only hope.

Only if issued stock is met with very low demand. Otherwise, we need to wait for OpenAI IPO or Oracle/CoreWeave going under.

Plausibly part of the chain of events, unlikely to be a cause in itself. Nothing pops because of an underperforming IPO.

Though Anthropic's IPO flopping might affect the valuation of OpenAI, which further inhibits their ability to raise additional funds (which they're already been struggling with). Given the incestuous financing in AI any major actor in the AI space defaulting could bring a lot of companies with it.

With Anthropic's IPO (and I was looking forward for OpenAI as well) there should be some hope for some rationality to come back into the sector.

If the bubble bursts, better now than much later. The industry stance that's been ongoing "AI, at all costs" has been such a market and economic pressure on the everyday worker that even a small value deflation I deem necessary.

I would guess Jensen's affairs are a huge boon to the IPO price. Money freed up to move from Nvidia to Anthropic. Also Anthropic loses one of it's main idealogical opponents

Seems carefully orchestrated with just the right timing; it cannot be a coincidence that the IPO is scheduled the day of Jensen's hearing.

Oh come on. Jensen affair = AI bubble pops? New Ed Zitron larp..

Here's an older compilation of some of the bubble theories in HN https://news.ycombinator.com/item?id=50313358

Yeah, I bought NVDA calls today because they're almost certainly going to crush earnings estimates in Q4

At this point it is obvious there is some level of astroturfing going on with the level of noise being generated around Jensen's affair. Most Nvidia employees don't want him to leave and there is nothing concrete anyone can point to except some GPUs being sold to China. Incredibly overblown and will eventually be a story running on fumes.