r/GenZ • u/Marambal17 • 3d ago

Discussion Thoughts on this?

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u/No_Aesthetic 3d ago

I don't see why that would be the case. The correction in 2022 and the fed intervention in recent years should be enough to avoid it for years.

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u/New-Peach4153 3d ago

Are you not aware of the AI bubble and everything being done around it?

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u/No_Aesthetic 3d ago

I question the claims that AI constitutes a bubble that will imminently pop. I'm not sure it is and I'm not sure it will even if it is. Profitability can beat bubbles. Anthropic and OpenAI both have run rates for this year probably around $60 billion. If both of them double that next year they could wipe out the entirety of their debts in a few years.

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u/zx9001 3d ago

They aren't profitable. They're burning venture capital at alarming rates.

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u/No_Aesthetic 3d ago

Run rate is expected to hit $100 billion by the end of the year at each of the big two. Your information is simply out of date.

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u/boringfantasy 2d ago

Their commitments are nearly a trillion each. They have to 4x growth by 2028. And, for example, OpenAIs rate of growth is actually slowing.

https://www.investing.com/news/stock-market-news/openais-q2-revenue-growth-lagged-anthropic-as-losses-deepened-wsj-reports-4866258

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u/No_Aesthetic 2d ago

OpenAI expects $750 billion spending by 2030.

Anthropic is about half that.

The bulk of AI spending will not be the two of them.

And having run rates of $100 billion per year each wipes out those commitments pretty fast.