Premium: The Silicon Valley Bubble (Part 1)
An OpenAI IPO sounds like a simple milestone story until you put the financing next to the spending. Then it stops looking like a normal growth company and starts looking like a test of how much strain the market will absorb for AI.
OpenAI and public-market pressure
Anthropic's financing structure
Recursive self-improvement as an explanation
The AI bubble and the Rot-Com theory
Why venture capital changed
What actually holds up
Source:
Ed Zitron's Where's Your Ed At — Premium: The Silicon Valley Bubble (Part 1)
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The skinny
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