I also speculate that OpenAI and Anthropic will crater, but I also expect that the market will remain irrational much longer then anyone shorting it today will remain solvent.

So yes, I believe it's going to leave a smoking hole in the ground, but I won't be betting money on it.

If you run a traditional short (borrow and sell the shares), you need to be right on the direction and the timing to make any money. One random surge in the price can kill your short even if said surge is short-lived.