AI Bubble Debate: Will It Burst?
Silicon Valley is buzzing, but Wall Street is wary. As AI investment soars, concerns about a potential market collapse grow. Who’s right? It’s time to analyze the data:
- Evan O’Donnell, a VC, highlights an insightful model comparing inference token usage growth to infrastructure investments.
- Current token consumption is growing at ~13% monthly, down from earlier peaks of 30-40%.
- Big tech’s reporting delays mean we might not see the latest data until Q1, making it vital to track numbers closely.
O’Donnell’s dashboard and insights offer a pivotal view. Despite growth stabilizing, a decline could signal trouble.
As AI enthusiasts, we must stay vigilant over the next quarter—data will guide us through the noise.
Stay informed, share your thoughts on AI trends, and let’s shape the future together!
