this post was submitted on 02 Feb 2026
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I think Microsoft, as they often do, see the writing on the wall—the AI bubble bursting soon, taking AI-only businesses with them. What I see in this is a play to, at best, buy some extra good will with Anthropic so they can be first in line for the acquisition when the latter are tanking, or at worst (and more likely imo), get them dependent on Microsoft for revenue so that they have no other choice to be subsumed by them.
But I’ve been wrong about most economic/political predictions I’ve ever made, so we’ll see!
If there's any company that will survive the bubble, it's Anthropic. They're the only company with a product, a business model, and customers that see long-term value in it.
Their product may be one of the best, but they are more expensive, and they have no hope of making enough revenue to float their business.
MS and Google float their AI with their other profits, so it can work as a business model.
OpenAI is the one doing 800 billion dollar deals and buying all the memory in the world
Lol. They made some "deals" based on hope and a dream. In reality they are still posting net losses.
By the way, I have the very best bridge in the world to sell you. Interested?
I’m sorry if my comment came across as supporting OpenAI. That was definitely not my intention 😆
Point was that they’re spending trillions and crashing the PC parts market and still firmly in the second place
Is there anybody left who thinks that openai is going to survive? I don't think it has 6 months of life left.
It’s a weird money circle where companies spend money they don’t have for products that don’t exist and the money just goes round and round.
At some point someone will come asking about where the money actually is.
This is true. But remember that Microsoft has an incomprehensible amount of money and if the bubble bursts Anthropic may survive but not at the same value.
They are tiiny and losing money by the skip full.
I doubt Google couldn't easily kill Anthropic by expanding their Antigravity project.
Antigravity is only rarely useful in software development.
The same could be repeated verbatim for any other AI agent.
Its almost like everyone building this shit at one point in the past 5 years called themselves a "software developer" and might have a good insight as to what that job entails. Posibly why LLMs are kinda competent at the job of development, they are being built by 1000's of ex software developers.
Probably wont be good at law or chemistry because the people building it have a felon musk level of understanding about those jobs.