Reddit essay argues the AI bubble may be an intentional 'Wintermute' bankruptcy play
SongOfKapek · reddit · 2026-10-21
A long Reddit essay frames the AI spending race as an intentional 'Wintermute' play: giants prop each other up for velocity, and a coming collapse (citing Anthropic's $40B+ obligations and IPO timing) would let survivors buy data centers, data, and models 'for pennies on the dollar' — an Enron-style analogy where companies are 'egg shells meant to be cracked'. Speculative opinion, but a widely resonant take on bubble mechanics.
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