AI Bubble Faces Three Threats, Warns BitMEX Co-Founder Arthur Hayes

TLDR: AI Bubble risk grows as oil prices threaten to raise computation costs. US restrictions on Anthropic’s models expose foreign users to sudden access loss. Chinese open-source AI models cost far less than premium US alternatives. Cheaper alternatives threaten the high-margin pricing US AI firms depend on. The AI bubble could face a sharp correction, [...]

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