AI bubble debate: Anthropic's positive cash flow vs. dot-com-era lessons and Asia's $500B surpluses
PAstynome · x · 2026-10-27
The AI bubble debate continues: citing Anthropic being cash-flow positive, some argue bubble talk should end. Counterpoint: Microsoft and Intel were incredibly profitable during the dot-com bubble and it still burst — real, profitable companies do form during bubbles.
A deeper macro concern: whether a $500B annual current account surplus for Korea or Taiwan is sustainable — the savings pool funding much of AI's compute capex.
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