I had wondered before what would happen if the AI bubble bursts, or if the current AI-obsessive moment passes. In my mind, I assumed that companies like OpenAI and Anthropic would be in particular trouble compared to their rivals because they have nothing to fall back on. Pixy Misa at Ambient Irony, who is certainly more qualified to weigh in, suggests that OpenAI would be in the most trouble due to its being “100% bubble” and its pprolific spending, while Anthropic and xAI “will likely do fine on a smaller scale than they had hoped.” Interesting take. I leave it here for your consideration.
“What if the [AI] bubble bursts?”
That would be bad for OpenAI which is 100% bubble and good for Apple which is close to 0% bubble. As for Google, Microsoft, Amazon, and Meta, they'll survive either way, and Anthropic and xAI will likely do fine on a smaller scale than they had hoped.