>Do you believe that we're in an AI bubble?

I'd prefer to concretely define the term before answering this. It's loaded. I think "bubble" is generally thrown around way too liberally anytime something is goes up a lot.

It's possible that valuations will crash. I think it would be temporary though. I think something like the internet tech stock crash of the early 2000s is possible although I think the fundamentals are much better here. I would wager it wont crash anything like that. I mean, would you liken Anthropic to Pets.com? And keep in mind even with that crash the internet is more ubiquitous now than ever, and the major players then are not necessarily the major ones now. Anthropic and OpenAI can go under.

> What happens if Anthropic and OpenAI go under?

What would the implication of that be though? The AI models arent going away. The tech is still there.