Former White House Economists Say AI Bubble Is ‘Still Inflating’ – How Anthropic, OpenAI Could Fuel It
Economists Jared Bernstein and Ryan Cummings said the gap between valuations and heavy spending by AI firms and actual profits has continued to widen.
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theconversation.com·29d agoDan Loeb says AI is not in a valuation bubble, citing strong Big Tech earnings and Anthropic's progress
Dan Loeb said he doesn't see a "valuation bubble" in AI, and pointed to Anthropic's rapid progress and Big Tech's earnings and cash generati

Sam Altman Admits AI Industry Is in a Bubble
OpenAI CEO Sam Altman has admitted to thinking AI is in a bubble. During an interview with reporters, Altman said investors are “overexcited
Why the Economics of AI Don't Add Up: A Critical Analysis of the AI Bubble
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Ed Zitron's Where's Your Ed At·2mo agoDeconstructing AI Inference Costs: Why OpenAI and Anthropic May Be More Profitable Than Claimed
Deconstructing the real costs of running AI inference at scale. My napkin math suggests the economics might be far more profitable than comm

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