1. GPT-4.5 launch. "AI crash is gonna lead to decade long winter." https://news.ycombinator.com/item?id=43206226

2. Claude Code limits tightened. A commenter expects the bubble to pop, while arguing AI will succeed long term. https://news.ycombinator.com/item?id=44599297

3. GPT-5 disappoints. "Teetering on the edge of a huge bubble pop." https://news.ycombinator.com/item?id=44966583

4. DeepSeek releases a cheaper model. A commenter expects excess data-centre capacity when the bubble bursts. https://news.ycombinator.com/item?id=45413548

5. AMD signs an OpenAI chip deal. A commenter predicts a bubble pop and a flood of cheap GPUs. https://news.ycombinator.com/item?id=45491514

6. Discussion of AI-assisted open-source contributions. A commenter says models must improve soon or the bubble will pop. https://news.ycombinator.com/item?id=45745326

7. Discussion of Opus 4.5 coding. A commenter advises using cheap AI tools before the bubble bursts. https://news.ycombinator.com/item?id=46521192

8. GitHub Copilot moves to usage-based billing. "The bubble has burst." https://news.ycombinator.com/item?id=47929404

9. DeepSeek runs on one AMD accelerator. A commenter predicts a bubble pop will flood the hardware market. https://news.ycombinator.com/item?id=49166790

10. Same DeepSeek thread. "AI is overvalued, so it WILL pop." https://news.ycombinator.com/item?id=49167787

Edit: more examples

1. AI on an old CPU: coding gains don’t justify investment; bubble will burst. https://news.ycombinator.com/item?id=48938412

2. Nvidia–OpenAI deal stalls: GPU bubble, inflated demand. https://news.ycombinator.com/item?id=46834749

3. Lisp machines retrospective: AI bankruptcies and another bubble. https://news.ycombinator.com/item?id=45990309

4. Nvidia customer concentration: AI bubble will pop despite useful technology. https://news.ycombinator.com/item?id=41411258

5. DeepSeek open-source announcement: inflated AI valuations will collapse. https://news.ycombinator.com/item?id=43126535 https://news.ycombinator.com/item?id=43126619

6. OpenAI–AWS deal: spending commitments could bring everything crashing down. https://news.ycombinator.com/item?id=45802550

7. Anthropic funding: final big push before the bubble bursts. https://news.ycombinator.com/item?id=45105333

8. Enterprise AI adoption: disappointing returns will pop the bubble within two years. https://news.ycombinator.com/item?id=48025025

9. OpenAI cash burn: railroad-style bubble and massive investment downturn. https://news.ycombinator.com/item?id=46439964

OOC did you have this list prepared? You posted it very quickly as a response

Maybe it’s their day job… they seem to be the kind of commenter that doesn’t have any interest outside of LLMs.

Like I said, brigading botlike behavior.

At this point AI company valuations only make sense if each of them captures most of the value of the entire IT sector. Soon. If that doesn’t happen, it’s a matter of time before reality catches up, but how much time? Who knows. It could be years still.

Or AI could in the next few years generate more value than the whole IT sector a few times over. That would be cool.

I think this is incorrect logic. OpenAI’s valuation doesn’t come from the sum of other tech company’s valuation.

You do know that all valuations can go up together right? It’s not zero sum. OpenAI can create trillions in value not by taking it from somewhere but by creating it from nothing.

You kind of proved his point about brigading with this giant link dump.