Long Essay Argues the AI Bubble Doesn't Exist, Sparks HN Debate
matteoraso · hn · 2026-11-09
A widely discussed long-form essay on Hacker News pushes back against the prevailing "AI bubble" narrative. The author systematically argues that comparing the current AI capex boom to the dot-com bubble doesn't hold up, examining the sustainability of AI capital expenditure and the technology's return cycle.
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