Source link : https://tech365.info/cease-calling-it-the-ai-bubble-its-really-a-number-of-bubbles-every-with-a-unique-expiration-date/
It’s the query on everybody’s minds and lips: Are we in an AI bubble?
It’s the flawed query. The true query is: Which AI bubble are we in, and when will every one burst?
The controversy over whether or not AI represents a transformative expertise or an financial time bomb has reached a fever pitch. Even tech leaders like Meta CEO Mark Zuckerberg have acknowledged proof of an unstable monetary bubble forming round AI. OpenAI CEO Sam Altman and Microsoft co-founder Invoice Gates see clear bubble dynamics: overexcited traders, frothy valuations and loads of doomed tasks — however they nonetheless consider AI will finally rework the economic system.
However treating “AI” as a single monolithic entity destined for a uniform collapse is basically misguided. The AI ecosystem is definitely three distinct layers, every with completely different economics, defensibility and danger profiles. Understanding these layers is crucial, as a result of they received’t all pop without delay.
Layer 3: The wrapper corporations (first to fall)
Probably the most susceptible phase isn’t constructing AI — it’s repackaging it.
These are the businesses that take OpenAI’s API, add a slick interface and a few immediate engineering, then cost $49/month for what quantities to a glorified ChatGPT wrapper. Some have achieved fast preliminary success, like Jasper.ai, which reached roughly $42 million in annual recurring income (ARR) in its first yr by wrapping GPT fashions in a user-friendly…
—-
Author : tech365
Publish date : 2026-01-18 21:27:00
Copyright for syndicated content belongs to the linked Source.
—-
1 – 2 – 3 – 4 – 5 – 6 – 7 – 8