Between the investment tree turning into a wreath and the fact that these companies have 0 identifiable moat against cheap Chinese models it’s really only a matter of time.

LLMs are here to stay (and for good reason, they work) but these companies are definitely not.

Re: OpenAI: A Bubble Bigger Than Dotcom

Post by cyanlimetea » Sun, Jul 26, 2026, 8:24 PM UTC

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