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Right? If we’ve already reached ‘good enough’ then there’s rough waters ahead.


I have a sneaking suspicion that someone at Google may be making the same bet, looking at the faster and faster Flash models which provide acceptable results to a lot of people (outside of coding).


For Anthropic. But not for the AI industry at large.

Cheaper, more powerful AI will continue to expand the bubble. Projects will get more ambitious. Everyone will build out their own custom little software. Code diversity expands and requires even more AI.


most of the bubble right now is fueled from circular financing of Anthropic and OpenAI


It’s not “circular financing”, it’s cooperation between companies.




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