The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.
The chipmaker, now the most valuable public company in the world, said strong demand for its chips should continue this quarter.
I think there is an AI bubble, but the aftermath will be like the dot com bubble: the internet didn’t go away, but a bunch of businesses that were only ever valuable because they were on the internet did.
OpenAI won’t go away, but a bunch of companies whose products are pretty much wrappers for ChatGPT will.
Yeah, once the rents go up for access to ChatGPT, et al, (as they inevitably will) a lot of those companies are in for a rude awaking.