The strongest AI bubble case: labs exhausted the data but not the business model
curious_vii · x · 2026-09-04
A sharp bubble thesis: labs have absorbed nearly all digital exhaust, compressing the common knowledge pool to its limit — and the bubble case hinges on whether they can pivot from cost-plus token sales to a proprietary sensor network (OpenAI's path) or a capital-formation machine (Anthropic's path).
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