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Comment on 70% of AI revenue comes from OpenAI and Anthropic [video]parent

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So the core of your comment is...."the bubble has not burst yet, therefore there is no unsustainable bubble" ?

Core of my comment is 1/ being wrong on timing is being wrong 2/ There is no clear definition of bubble burst. Public markets were down 10% in July and many stocks like SNDK fell 50% -- is this a bubble burst?

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