Ben Bajarin: Bubble or Not, the Current AI Wave is Massive
BenBajarin · x · 2026-07-06
Tech analyst Ben Bajarin points out that the "bubble bears" clearly misunderstand the actual aftermath of historical bubble bursts. He advises them to study the tech industry's "boom-bust-build" cycle. His conclusion: regardless of whether the current AI hype is a bubble, its sheer scale is undeniable.
More from Venture
- Claim: Anthropic hid $108B in expenses via IPO-redeemable convertible notes — GaryMarcus · 2026-10-27
- 4 Hours of LLM Startup Research Produced a Convincing but Nonsense Product Thesis — annetgriffin · 2026-10-27
- YC Winter '27 Applications Close Nov 2: $500K Funding Plus $12M in Tokens and Credits — ycombinator · 2026-10-27
- Job reqs reveal B2B budget shifts: $100k data bounties and $250k GTM engineer roles — VibeMarketer_ · 2026-10-27
- Runpod grew monthly new paying customers 300% in 90 days with an AEO system — jia_seed · 2026-10-27
- This X account gets 5M monthly impressions with an AI agent that finds posts to quote-tweet — leveragedupside · 2026-10-27