Bindu Reddy: The AI Bubble Won't Burst, It Will Fizzle Out
bindureddy · x · 2026-11-16
Bindu Reddy argues the AI bubble won't burst dramatically but slowly fizzle: neo clouds become low-margin businesses, AI labs die off, inefficient subsidies disappear, high-margin token usage collapses, and private valuations drop 10–100x while public valuations correct. What remains is a more efficient, decentralized, open-source ecosystem that generates real value.
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