So, About That AI Bubble

It’s hard to argue there’s an AI bubble when Anthropic, at $30B ARR from $10M in 2022, is growing revenue at the fastest rate in the history of capitalism. While I still think there’s an OpenAI bubble, it’s hard to argue that this is a broader phenomenon given the massive demand for AI agents.

I was quoted a couple times in this Atlantic article, but that isn’t (the only) reason I think it is good. It lays out the reasons why we whipsawed from “AI is a bubble” to “there are not enough data centers” in less than six months. Spoiler: its agents. www.theatlantic.com/economy/2026...

Anda que como LosListos™ se hayan equivocado a ver qué hacemos.

Este periodista escribió hace unos meses un artículo vaticinando la explosión de la burbuja de la IA. Ahora ha cambiado de opinión. ¿La causa? La cada vez mayor implementación de los agentes de IA, sobre todo las IAs orientadas a programación como Claude Code. www.theatlantic.com/economy/2026...

Este es el primer artículo convincente sobre la IA no siendo una burbuja, pero algo real y tangible. https://www.theatlantic.com/economy/2026/05/ai-bubble-revenue-anthropic/687022/?gift=o-e8juEBCX4tGJT-NRa1duq_OTiMSd88JZab6cIz7e4&utm_source=copy-link&utm_medium=social&utm_campaign=share

These stats on Anthropic’s rate of growth are wild. www.theatlantic.com/economy/2026...

Maybe AI Isn't a Bubble After All www.theatlantic.com/economy/2026...

The AI bubble narrative has flipped. Six months ago, massive infrastructure spending with no clear revenue path looked like classic speculative overreach. Today, driven largely by Claude Code and similar agentic coding tools, actual enterprise adoption and revenue are catching up to the hype fast.

This is very smart, by Rogé Karma: www.theatlantic.com/economy/2026...

we’re in such a weird place where the tech industry is breathlessly piling into coding tools and yet all their products are getting far worse, so a genuine question i have is, what the heck are they endlessly building? www.theatlantic.com/economy/2026...

Today's parallel: https://www.theatlantic.com/economy/2026/05/ai-bubble-revenue-anthropic/687022/

So, About That AI Bubble - The Atlantic www.theatlantic.com/economy/2026...

Maybe AI Isn't a Bubble After All - The Atlantic

🎁 "Leading AI models were able to successfully complete X percent of white-collar tasks that would take a human three to four hours to complete." - mid-2024, X = 50% - 2025, X = 65% - 2029 (estimated) X = 80-95%

www.theatlantic.com/economy/2026...

Agent-based AI is driving real productivity gains. I see it firsthand. But automating coding doesn’t mean all knowledge work follows. Execution scales. Judgment, context, and trust don’t. www.theatlantic.com/economy/2026...

https://www.theatlantic.com/economy/2026/05/ai-bubble-revenue-anthropic/687022/

Artificial Intelligence: Bubble or No Bubble? www.theatlantic.com/economy/2026... The massive borrowing being done to fund massive data centers has been strongly questioned. Will it pay off or not? #AI #ArtificialIntelligence #GenAI #GenerativeAI #tech #technology #DataCenters #stocks #money

So, About That AI Bubble

www.theatlantic.com/economy/2026... #ai #tech #economy

www.theatlantic.com/economy/2026...

📰 The Atlantic So, About That AI Bubble ⟶ The Atlantic | headline in context