Bindu Reddy: the AI bubble bursting is a very good thing
bindureddy · x · 2026-11-14
AI founder Bindu Reddy argues the AI bubble is bursting, for good: rising interest rates, Jensen Huang no longer propping up neoclouds and neolabs, private valuations out of whack with public markets, and data centers getting harder to build. She expects funding to dry up for cash-guzzling, negative-margin companies, with the market eventually producing more efficient, value-generating ones.
Related event: Bindu Reddy: The AI Bubble Is Bursting, and That's a Good Thing(2 posts)→
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