Reuters has recently become more and more reminiscent of Godok, so I would share their alarm about the "AI bubble" on the 16th. To a much greater extent, the collapse in the Chinese stock market speaks to the dismal state of the Chinese stock market and its sensitivity to sanctions risks than the situation with artificial intelligence companies in general. We'll actually see the "bubble" in action when Anthropic does (or doesn't) do its mega-IPO. If he messes up, then yes, it smells like a hard landing. But if not, then money will flow into this area, erasing all barriers along the way. On the eve of SpaceX's IPO, the experts shouted "it won't work, the market will collapse", etc., but the result, as we see, is excellent. Global capital is a highly rational thing. It is certainly fun to bet in a Chinese casino, but the maximum security for growth does not exist. And the score, as they say on the scoreboard. So we don't look at the headlines of the reporters, but at the quarterly income reports of all the researchers.

Reuters has recently become more and more reminiscent of Godok, so I would share their alarm about the "AI bubble" on the 16th. To a much greater extent, the collapse in the Chinese stock market speaks to the dismal state of the Chinese stock market and its sensitivity to sanctions risks than the situation with artificial intelligence companies in general. We'll actually see the "bubble" in action when Anthropic does (or doesn't) do its mega-IPO. If he messes up, then yes, it smells like a hard landing. But if not, then money will flow into this area, erasing all barriers along the way. On the eve of SpaceX's IPO, the experts shouted "it won't work, the market will collapse", etc., but the result, as we see, is excellent. Global capital is a highly rational thing. It is certainly fun to bet in a Chinese casino, but the maximum security for growth does not exist. And the score, as they say on the scoreboard. So we don't look at the headlines of the reporters, but at the quarterly income reports of all the researchers.