Do it. You should go all-in on AI today then. Buy all the OpenAI and Anthropic-linked stock you can. Right now. That would be the inverse Zitron move.

But you won’t, will you - because the thing that Ed has repeatedly said will occur soon, is occurring now: the bubble is popping. Google lost 14% of its value in 1 day, $500 bil. The worst day they’ve ever had, last week. ~340 billion has been wiped from the Chinese LLM market in the last couple of months - it would be a lot more, but China’s authorities halted further trades. OpenAI’s latest funding round got half the funds they were hoping for. Major investing firms have labelled Anthropic’s pending IPO ‘junk grade’.

The house of cards is toppling, and this seems like the dumbest time one could choose to say ‘wow, Ed is wrong so often’.