AI Is Slowing Down
Hacker News (AI keywords)6 days agoCommentaryThe article argues generative AI must keep accelerating to justify massive data center, cloud, and GPU commitments. Zitron says OpenAI, Anthropic, hyperscalers, and NVIDIA depend on AI services reaching extraordinary revenue levels by 2029-2030. He points to token-based billing, weak ROI visibility, enterprise spending caps, and customer pushback as signs that demand may be cooling before the infrastructure bet can pay off.
Michael Burry says neither SpaceX nor Anthropic is worth $1T
Hacker News (AI keywords)12 days agoBusinessBased only on the headline, Michael Burry argues that neither SpaceX nor Anthropic is worth $1 trillion. The item appears to sit at the intersection of private-market valuations, AI enthusiasm, and skepticism toward highly priced technology companies. Without the article text, the specific reasoning, valuation framework, or any detailed comments about Claude or an AI bubble cannot be verified.