OpenAI posts $5.7B revenue and $21.3B loss
OpenAI's Q1 figures show explosive revenue growth paired with losses and compute commitments that will define any IPO debate.
AI Bubble News and Analysis
5 verified stories covering AI Bubble, product updates and industry developments.
Damodaran warns an AI crash could beat dot-com pain
The valuation scholar argues that debt-funded AI infrastructure makes this boom more socially exposed than the software bubbles before it.
SoftBank's OpenAI-Backed Loan Stalls at $6B
Banks remain cautious after SoftBank cut a planned OpenAI margin loan from $10 billion to $6 billion, exposing the liquidity gap behind private AI valuations.
AI startups inflate ARR: $50M claimed, $42M real
AI startups are using a metric called CARR to inflate revenue figures, with VCs complicit in the practice.
The AI gold rush is splitting Silicon Valley into haves and have-nots
Menlo Ventures partner Deedy Das argues that AI wealth is concentrating in a tiny group while millions of engineers face skill and job anxiety.