AI advocates push back on bubble talk: local models mean there is no moat this time
RachelVT42 · x · 2026-11-01
Responding to the new "the AI bubble is bursting" talking point, two developers argue it misses the point:
- cfryant: even if every AI company fails now, it's too late — local models are close enough that anyone could bootstrap more capable models
- The reboot mirrors the cycle from 25 years ago; critics are "between fear and bargaining," unaware the old world is gone and the tinkerer culture of early adopters means millions can keep innovating regardless
- Conclusion: there is no moat this time, not even regulatory capture
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