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The content of all these comments has a smell similar to 2023 when NVDA had a spectacular run and HN was absolutely sure that AI is a bubble. It's also similar
by ai-x 4mo ago
The content of all these comments has a smell similar to 2023 when NVDA had a spectacular run and HN was absolutely sure that AI is a bubble.
It's also similar to 2024 when HN was sure that AI is a bubble.
Similar to 2025 when HN commentators were sure that AI is a bubble.
1000% gains later, HN will continue to identify patterns of 2000/2008 and are absolutely convinced it is a bubble
Note: If a company gains 1000% and loses 50%, you can't claim you were right.
Both OpenAI and Anthropic have already gained 1000% since 2023 (In Anthropic's case almost 10,000%)
- awwaiid 4mo agoYes, many companies going out of business altogether, some of them large, is what a bubble pop would look like. As opposed to a uh.... Correction.
- ai-x 4mo agoThe ARR of OpenAI + Anthropic > $85B greater than McDonalds, Netflix, Starbucks, Google Cloud, CocaCola, and 1000 other iconic firms around the world. If I wanted blind pattern matching comments of dot-com bubble, I can just ask LLMs of 2023 like ChatGPT 3.5
- siren2026 4mo agoDepending on how much that bubble will pop, all of those above might still be very right. We could very well go back to the 2021 valuations.
- ai-x 4mo agoIf it doesn't, at what point will the 'bears' admit they were horribly and confidently wrong?