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If AI as a technology is not a bubble, why would the by-far-far-far most popular consumer technology leveraging that technology be a bubble?
by blairbeckwith 1y ago
If AI as a technology is not a bubble, why would the by-far-far-far most popular consumer technology leveraging that technology be a bubble?
- l1tany11 1y agoBecause people think the progress shown with gpt5 is unimpressive. Meanwhile Claude is very successful, Grok has come out of nowhere and according to some benchmarks matches or exceeds gpt5 slightly. Meaning openai might not be THE horse to bet on. Doesn’t mean there isn’t a race going on with the potential for a big prize at the end, even at current valuations. Only time will tell! As per usual!
- blairbeckwith 1y agoBut that's just ... Not what a bubble is. A market leader having viable competitors doesn't make them any less of a market leader, and doesn't make them "a bubble".