AI bubble talk cools, but $3 trillion annual revenue bar still looms
josh_wills · x · 2026-09-27
Derek Thompson notes the "is AI a bubble?" debate cooled in 2026, partly due to agent-era AI revenue growth and partly because discourse shifted to AI safety. Yet the emerging consensus that hyperscaler AI revenue must approach $3 trillion annually by decade's end remains "unbelievably daunting." Reposter jdcmedlock argues bubble and genuinely important technology aren't mutually exclusive — the internet is the better comp, where the bubble popped even as it transformed society forever.
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