[testfrequency]

The elephant in the room is that the US AI firms should not be as valuable as they are. They should not require the sort of capital they are seeking, the amount of employees, the amount of offices and resources..but they are so steeped in investor interests - why stop being fed?

Many Americans want AI to fail. The US gov wants to control AI. The AI companies are running out of things to do, and are shipping product after product after product to keep the perceived productivity narrative alive.

At this rate I would not be surprised to see an OAI/Anthropic merger just to throw everything AI the US has to offer to the global markets.

[FinnLobsien]

Whether they’re over-valued and over-resourced is a big question. I think that will be answered when eventual price hikes happen and people shift which AI they use and/or what they use it for.

We’re still in the “5$ airport Ubers thanks to VC money” era of AI