The Most Concerning AI Bubble Signals

◉The AI Daily Brief

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AI bubble fears are getting louder as Anthropic’s IPO approaches.

From GPUs sitting in warehouses to shaky data center debt and revenue concentrated among venture-backed startups, NLW examines which warning signs deserve attention and what would turn today’s market jitters into something much more serious.Learn More about the AI Champions Program: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.besuper.ai/champions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Brought to you by:KPMG – New KPMG and UT Austin research shows what separates “AI Amplifiers” from everyone else. Learn more at ⁠⁠⁠kpmg.com/us/AIamplifiers⁠⁠⁠Granola - The AI notepad for people in back-to-back meetings. Try it free ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠granola.ai/brief⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ CData - The gateway that makes AI more accurate, for less - ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://cdata.ai/⁠⁠⁠⁠⁠Harbor - Invest in the AI ecosystem.

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Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens

Techmeme · för 1 tim sedan

Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount

Techmeme · för 3 tim sedan

A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math

Techmeme · för 5 tim sedan

Block’s new voice model sounds eerily human

TechCrunch AI · för 7 tim sedan