Dr Jeffrey Funk, the world-leading expert on tech bubbles, returns to analyse the financial reality behind Anthropic's latest leaked financials and the potential IPO disaster.
We also examine how the tech sector uses the concept of Total Addressable Market (TAM) to justify massive capital injections into companies like Anthropic and OpenAI, despite a lack of significant ROI.
Investors are being pushed to bet heavily on an out-of-this-world, lucrative AI future. Still, we need to look past the marketing to assess whether these models can generate sustainable revenue.
The current AI investment landscape is fraught with risks, particularly for pension funds and university endowments now being asked to back these firms. Not to mention Trump's latest antics, including renaming AI as "Super Intelligence" and floating the idea of public ownership of OpenAI and Anthropic.
Join the conversation and tell us whether you think the AI bubble has now entered the Ponzi scheme territory and whether it should be seen as a scam.
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