There have been a lot of stories circulating for the past few months about whether 'AI is a bubble'.
One example often cited is the circular trading between OpenAI and Nvidia.
The first time I saw related content was at the end of November, it was content made by CBC in Canada.
These days, YouTube uses AI to translate English subtitles into Korean, and its performance is amazing. (It's ironic that this comes up when discussing the AI bubble story.)
https://youtu.be/WwMSnpu-Fp0?si=5A7y_-LlCWfHFBbl
And at the end of December, content about Sam Altman and OpenAI further increased the credibility of these stories.
https://youtu.be/l0K4XPu3Qhg?si=EHPcgaqsNDwJGoz_
When it comes to CEO risk, wasn't WeWork the most famous unicorn company?
Even if Sam Altman says it's not that bad, whether OpenAI can survive the AI competition with companies like Google and META is still unknown. However, it is expected that not only OpenAI but also companies like Anthropic's Claude will go public in 2026.
I think the results of the AI bubble debate will depend on what trends these AI model companies show after going public.
Personally, I think it might be a good idea to clear out related stocks before they go public.
