Apple is mentioned in the context of its upcoming AI-based Siri, which will be powered by Google.
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Is the AI Bubble Bursting? Anthropic's $65B ARR vs. OpenAI's Slowing Growth
Aug 20, 2026
The creator discusses the possibility of an AI bubble bursting, citing rapid growth in AI spend and company valuations. While acknowledging impressive growth from companies like Anthropic, they express concern over OpenAI's slower-than-expected revenue growth and lack of profitability. The creator prefers investing in companies with more reasonable valuations and current profitability, rather than those with extremely high valuations based on future growth expectations.
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Nvidia is making capital accessible for AI data centers, and their upcoming earnings report will provide a glimpse into the AI sector's reality.
Amazon's revenue is growing due to AI integration, with potential for cloud spend growth to be impacted by AI spend slowdowns.
Palantir is mentioned as an example of a company with a very high valuation (100 times revenues) that the creator finds too rich.
Microsoft is capturing AI revenue within its products, contributing to data center spend.
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