Finance bubble, not tech bubble: why an AI capital crash would only delay the inevitable
auto_grad_ · x · 2026-11-12
Arguing against the "AI bubble" claim, the author separates AI market froth (capex running years ahead of revenue, valuations poised to reprice) from the technology itself. Like the dot-com era, a capital crash would only delay adoption: LLMs already deliver real value in software, research and daily life, and the compounding bottleneck lies in compute, energy and wetlab verification rather than the models. Bubbles live in the financials, never in the technology.
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