this post was submitted on 24 Jun 2026
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Can't wait to see how negotiations go once the AI bubble pops
AI is not a bubble and will not pop.
It's interesting seeing how AI companies are now changing their pricing models, altering feature sets or amounts of tokens available. Looks to me like the realities of the cost to provide AI to the end user is catching up with them. Once they paywall the free features, I can certainly see it becoming a more niche product that fewer will pay to use for a specific task rather than just a Google replacement.
Once the growth projections get revised, look out below! That these companies are desperate to IPO rather than private equity sitting on an ever increasing asset seems like a red flag to me also.
Are you sure about that?
They'll just continue with artificial scarcity until they get sued or fined or something but won't be enough to offset the profits
Their dilemma is whether to build more RAM factories, which would reduce prices, or not. Knowing when demand slows down would surely help them.