alt Hacker NewsI had a conversation with chatgpt about that very thing, whether it was a bubble or not and how the big players could absorb the cost and where it would all land and the interesting thing was if China gets its foothold and grabs enough share because the prices are too high even being subsidized, that could cause real trouble. But the point was its not a bubble in the conventional sense. Have your own conversation about that with an AI.
I'd rather just have the conversation here. I don't need some hallucinated random seed response to tell me what China can and cannot do.
Of course an AI is going to tell you AI isn't a bubble.