alt Hacker Newslow demand? Got a source for that? Anthropic is paying crazy sums to direct competitors to meet demand, so it seems that demand is quite high. Could be wrong, though.
> What bubble is left? Really. Just people with OpenAI or Anthropic exposure? Not that high.
The stock prices of 9/10 of the top S&P 500 stocks have significant AI exposure. A drop in valuation of them will be widely felt.
I agree there's no low demand.
> The stock prices of 9/10 of the top S&P 500 stocks have significant AI exposure
not true.. only ~2-3% exposure at model layer. rest are at hardware layer..