Claude Code's virality rebounded AI companies' falling growth rate
AccBalanced · x · 2026-11-04
Engineer account bookwormengr notes that AI companies' growth rate, which had been falling, rebounded at the end of 2025 driven by Claude Code's virality. He asks what the next big application is — personal AI, personalised entertainment, cyber, or AI for Science — expecting heavy token consumption from the first two, but doubting AI for Science & Engineering in the short term.
The quoted post shares a Shanghai field trip: A-shares haven't rebounded since July, many Greater China investors say the AI trade is over, some doubt even 2027 capex will proceed, and bearish sentiment is intense.
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