Last week the debate was whether the AI industry was about to slow down. Anthropic's Dario Amodei called for the industry to pace itself for safety reasons, semis sold off, the Journal ran a piece on whether an AI slowdown would break the market, and everyone with a microphone weighed in on the data-center bubble. Steve Rosenbush at the WSJ CIO Journal quoted me on the frontier-lag question that same week: "Most of them are not using the end of the frontier. A version from two years ago would be perfectly fine. There are audiences that barely can prompt. So a delay wouldn't make a big difference." I made the broader case in Bubble Talk Is How You Spot Someone Who Missed AI that the US buildout is a business, not a bubble.
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