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AI Bubble & Hype

Is AI overhyped or undervalued? Bubble warnings, valuations, spending and the economics of AI.

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OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On
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OpenAI vs. Anthropic: The Race to IPO Before the AI Hype Peaks Is On

Two of artificial intelligence's most valuable startups are quietly accelerating their paths to going public, driven by a calculation as old as Silicon Valley itself: the fear that the current investor euphoria around AI could evaporate before they can capitalize on it. OpenAI and Anthropic, which together represent the cutting edge of generative AI technology, are now racing against not just each other but against the market's own fickleness, with insiders suggesting that a public offering window of just 18 to 24 months may be closing. The stakes are enormous—whoever reaches the public markets first with a proven business model could define the trillion-dollar future of artificial intelligence for the next decade.

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Media

What Actually Happens When You Press Enter in ChatGPT?

GenAI Monday | AI Beyond the Hype Continue reading on Medium »

Medium · Tola Bavery faviconMedium · Tola Bavery·
Media

AI Bubble Burst: Tech Operating Cash Flows Could Be Massively Inflated (NYSEARCA:SPY)

Seeking Alpha faviconSeeking Alpha·
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Is the AI bubble about to burst?

Crypto Briefing faviconCrypto Briefing·
I Asked AI to Be Brutally Honest About My Business Idea
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I Asked AI to Be Brutally Honest About My Business Idea

by Hamza Aziz — One prompt turned my AI from a hype machine into the harshest advisor I’ve ever had. It stung. It also saved me weeks.

Medium faviconMedium·
Media

Got $10,000? Broadcom vs Marvell: Only One Will Match The AI Hype

24/7 Wall St. favicon24/7 Wall St.·
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2026 VIS – Whitney Tilson Calls the Top of the AI Bubble; SpaceX Most Overvalued Large Cap Ever

Hedge Fund Alpha faviconHedge Fund Alpha·
Is AI a Bubble? What Does the Math Say
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Is AI a Bubble? What Does the Math Say

by Rohit Kumar Thakur — Demand is growing three times faster than any tech wave in history. The depreciation bill is growing right behind it.

Medium faviconMedium·
Media

Chip stocks decline: Why Nvidia, AMD, Micron and SK Hynix shares are falling

Chip stocks declined as AI spending concerns, SK Hynix's sharp fall and profit booking hit Nvidia, AMD, Micron and other semiconductor shares.

Hindustan Times on MSN faviconHindustan Times on MSN·
Media

The AI Race: Boom, Bubble and Beyond

Apple recently increased the prices of its products in the middle of a product year, something it has never really done before and the… Continue reading on Medium »

Medium · SANJAY SARAVANAN faviconMedium · SANJAY SARAVANAN·
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Arthur Hayes Predicts $1M For Bitcoin And Warns AI Bubble Is 'Bigger Than Subprime'
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Arthur Hayes Predicts $1M For Bitcoin And Warns AI Bubble Is 'Bigger Than Subprime'

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C3.ai (AI) Stock Looks Overvalued On Cash Flow And Sales

Yahoo Finance faviconYahoo Finance·
The 3 holy cows of anti-AI hype are now all dead
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The 3 holy cows of anti-AI hype are now all dead

by Paul Pallaghy, PhD — Two of them this week.

Medium faviconMedium·
Discussions

Even banks and hyperscalers are now sounding the alarm about the AI bubble - Oracle's down more than 40% this month, the BIS thinks AI could destroy the economy, and we've got the Kettle on for a chat about the whole mess

to r/antiai

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‘Portfolios are becoming much riskier’: How to make defensive investments before the AI bubble pops
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‘Portfolios are becoming much riskier’: How to make defensive investments before the AI bubble pops

Yahoo Finance faviconYahoo Finance·

3 sources

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Q2 Earnings: The 'AI Bubble' Will Accelerate As We Enter Definite Optimism

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Arthur Hayes Predicts $1 Million Bitcoin, Says AI Bubble Collapse Will Be ‘Bigger Than Subprime’

TradingView faviconTradingView·
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AI stocks face bubble fears as investors look elsewhere

Fox Business faviconFox Business·
Has SpaceX Popped The AI Bubble?
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Has SpaceX Popped The AI Bubble?

by Will Lockett — Not yet, but it might.

Medium faviconMedium·

3 sources

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