I'm not convinced the AI bubble exists(matteoraso.github.io)
520 points by matteoraso | 885 comments
A personal blog post arguing the AI industry may not be a bubble, citing Anthropic's S-1 figures, compute margins, revenue growth, and P/E ratios.
#valuations on Hacker News
2 stories tagged valuations, newest first.
![Screenshot of youtube.com: Fiber lasts decades, GPUs last three years: the AI boom isn't the dot-com boom [video]](https://hn.urlbox.com/shots/renders/2026/10/30/f896e10b-d540-4eba-952f-a0627375e081.jpg)
Fiber lasts decades, GPUs last three years: the AI boom isn't the dot-com boom [video](youtube.com)
34 points by frag | 32 comments
A Data Science at Home podcast episode on YouTube arguing the AI investment boom differs from the dot-com fiber boom because GPUs depreciate within a few years.