I'd buy some stock if I had money... Seems oversold. Software sector seems oversold. Would you buy from a vibe coded Amazon without any infrastructure and support? Most of them will bounce back ... Some won't
> Investors that had piled into the sector’s biggest names over the past week — betting the advent of OpenClaw-style AI agents would galvanize the industry — reversed course after disappointing results, with no clear path to monetization in sight.
Again, chasing nonsensical hype. We will see more of this as local models get better. Of course; Anthropic, OpenAI need to heavily subsidize their token pricing for growth and are still losing billions doing that.
At some point they are going to either raise prices on their APIs and / or go after compoevery other "AI business" to justify their valuations. Expect Anthropic to cut off some of their long-term customers from using Claude.
Right now everyone (except Google) building AI bot infrastructure that doesn't make money on top of the debt that was borrowed to fund it will cause an unpleasant crash.
I'd buy some stock if I had money... Seems oversold. Software sector seems oversold. Would you buy from a vibe coded Amazon without any infrastructure and support? Most of them will bounce back ... Some won't
> Investors that had piled into the sector’s biggest names over the past week — betting the advent of OpenClaw-style AI agents would galvanize the industry — reversed course after disappointing results, with no clear path to monetization in sight.
Again, chasing nonsensical hype. We will see more of this as local models get better. Of course; Anthropic, OpenAI need to heavily subsidize their token pricing for growth and are still losing billions doing that.
At some point they are going to either raise prices on their APIs and / or go after compoevery other "AI business" to justify their valuations. Expect Anthropic to cut off some of their long-term customers from using Claude.
Right now everyone (except Google) building AI bot infrastructure that doesn't make money on top of the debt that was borrowed to fund it will cause an unpleasant crash.