Ask HN: What Are the Chances of the AI Bubble Bursting Next Year?

The anticipated launch of GPT-5 and DeepSeek R2 is seen as a critical turning point in the AI landscape. If these models fail to demonstrate significant advancements over existing top-tier models, investor interest may wane, affecting funding in the sector. The current high valuations for AI companies are viewed as unsustainable, suggesting we may be reaching a peak in market enthusiasm. There is skepticism about how long this trend can continue, with a sense that a correction might be imminent if upcoming innovations do not meet expectations. Overall, the future funding and valuation dynamics hinge significantly on the performance of the next-generation AI models.

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