A practical framework to analyze whether AI is in a bubble. Monitor five key gauges measuring economic strain, industry strain, revenue growth, valuation heat, and funding quality.
Recent Stories
How Anthropic is winning the AI wars by fulfilling OpenAI’s original mission
Daniela and Dario Amodei left OpenAI five years ago to form Anthropic. Since then, the Claude creator's revenue has grown 10x annually for three straight years, with 85% coming from business customers — the inverse of OpenAI's consumer-heavy model. Daniela Amodei, the company's president and co-founder, has emerged as the operational counterweight to her brother Dario's technical vision. CNBC's MacKenzie Sigalos breaks down how Anthropic quietly rose to the top of the AI race.
Jan 10, 2026Can the Zeus GPU Really Outshine Nvidia’s RTX 5090?
At CES, Bolt Graphics makes grandiose claims about its long-awaited GPU. If sounds too good to be true, but with the major players focused on AI data center, we'll take what we can get.
Jan 10, 2026I’ve tested Gemini, ChatGPT, Copilot, and others – Lenovo might have all AI assistants beat
Meet Qira, a personal ambient intelligence system that works across your devices.