Commentary predicts AI narrative downturn will start with Anthropic's IPO

tinyfool · x · 2026-09-01

The post contrasts the monetization of the internet revolution with the AI revolution: the internet got over 60% of the global population to pay for connectivity, while AI struggles to get even 1% to pay for subscriptions. The author predicts that the downturn of the current AI narrative will begin with Anthropic's IPO, where harsh secondary market pricing will expose the industry's vulnerabilities.

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