OpenAI: A Bubble Bigger Than Dotcom
cable2600
11 points
2 comments
July 26, 2026
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Discussion Highlights (1 comments)
ofjcihen
Our best bet at this point I think is a soft and slow let down. Between the investment tree turning into a wreath and the fact that these companies have 0 identifiable moat against cheap Chinese models it’s really only a matter of time. LLMs are here to stay (and for good reason, they work) but these companies are definitely not.