Missing context from my comment: I think the triple IPOs of SpaceX, OpenAI, and Anthropic, are going to be the thing that pops the AI bubble. They IPO for X, the stocks fall by some large double-digit percentage on future news (some model training didnt go well, or maybe China releases another DeepSeek model that tanks Nvidia stock like prior, etc), and the whole tech industry public market goes south. And since, from what I understand, most of the gains in the last few years on the stock market have been driven by AI-inflated valuations on a few large players, that crashes the whole market, and then we're _really_ in pain.
I don't know if this is realistic. But I look at these numbers and its like something does not add up here. The numbers are _way_ too high. As Altman said, "someone is going to lose a phenomenal amount of money". I don't want to bet on a specific player, because I don't know who, but I want to bet in general that someone is going to lose their shirt.
I don't know if this is realistic. But I look at these numbers and its like something does not add up here. The numbers are _way_ too high. As Altman said, "someone is going to lose a phenomenal amount of money". I don't want to bet on a specific player, because I don't know who, but I want to bet in general that someone is going to lose their shirt.