AI bubble's key indicator is revenue — price cuts may warn or boost demand
anilkseth · x · 2026-09-29
In a conversation with nxthompson, Azeem Azem said the single most important indicator of an AI bubble is revenue — which makes recent model price cuts a potential warning sign. But Azem argues the cuts could actually increase demand. The two walk through all the variables that determine whether we're in a bubble and what could burst it. Full video available.
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