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Tuesday, April 7, 2026

"They" Said AI Was A Bubble -- April 7, 2026

Locator: 50457AI.

Related: the current issue of The New Yorker, link here -- "Moment of Truth: Sam Altman may control our future. Can he be trusted?" Ronan Farrow and Andrew Marantz, The New Yorker, April 13, 2026, p. 32. Twenty pages including a full page photo. Ronan Farrow is the son of Mia Farrow and Woody Allen.

And, more name-dropping: Antonia Hitches also has an article in the current edition of The New Yorker, immediately following the article on Sam Altman (see above), p. 53: "No Enemies to the Right: How the internet fringe infiltrated Republican politics." Antonia is the daughter of Christopher Hitchens, the famous author and essayist, and his second wife, Carol Blue.

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The Bubble -- Not! At Least Not Yet 

Maybe the "Fourth Industrial Revolution" is a "bubble" but so far no indications of such. And folks sitting on the sidelines are leaving a lot of cash on the table.

Now, this headline

Eightfold jump in quarterly profit. Eightfold.

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Anthropic

Fascinating if true. 

Anthropic says it won't be releasing Claude 4.6 because it's too powerful. It appears Claude escaped "containment."  

Link here.  

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Disclaimer
Briefly

Briefly

  • I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken.
  • I am inappropriately exuberant about the US economy and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • See disclaimer. This is not an investment site. 
  • Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything.
  • If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. 
  • Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market.
  • I am also inappropriately exuberant about all things Apple. 
  • And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. 
  • I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon.
  • Longer version here.