Well, if no body can say when it will pop, then can we really say it's a bubble and it's overvalued?
I can tell you it will pop in 10 years and when it pops, it will still be 20x bigger than in 2026. Does that even make any sense?
People said AI bubble will pop soon in 2024 and that it was overvalued. Turns out, many AI stocks 10x, 20x since 2024. Actual usage has gone exponential as well. Anthropic revenue went from $100m ARR at start of 2024 to $80b ARR today.
alt Hacker News
Well, if no body can say when it will pop, then can we really say it's a bubble and it's overvalued?
I can tell you it will pop in 10 years and when it pops, it will still be 20x bigger than in 2026. Does that even make any sense?
People said AI bubble will pop soon in 2024 and that it was overvalued. Turns out, many AI stocks 10x, 20x since 2024. Actual usage has gone exponential as well. Anthropic revenue went from $100m ARR at start of 2024 to $80b ARR today.