Bindu Reddy pushes back on AI bears: token usage and GPU demand keep exploding

bindureddy · x · 2026-10-31

Angel investor bindureddy responds to AI bears and doomers celebrating a market dip, arguing it's a minor correction that will recover in days. She notes Anthropic and OpenAI are huge even at $1T valuations, token usage and GPU demand continue to explode, and it's 'silly to not be bullish on AI in the long term.'

Related event: Debate Rages Over AI Bubble as Valuations Dip but Token Demand Soars(2 posts)→

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