r/investing Mar 13, 05:30 PM
The cracks in the AI bubble are deepening Context: I'm very active within the AI sphere, I follow all the news, try all the models, i'm an AI-slop boi.
Ok, so why is the annoying AI-boi making a post here? Why won't he just fuck off?
I'll tell you why I'm worth listening to.
So recently Google nerfed the living shit out of its AI subscription plans for Antigravity users and they also started to add banners in Gemini app to prompt Pro users into getting Ultra subscription for many hundred buckarinos.
And the backlash... is insane. It's backfiring massively. People aren't willing to pay anymore than they already have. And this is a huge problem because Google isn't making enough money right now off AI to justify their current investments and shareholders have already slowly started to question what the hell these guys are doing because they want money but all they see is this huge black hole called AI.
Anthropic is also looking at ways to weasel more money out of its users. Anthropic's flagship offering Claude Code is doing what Google is doing (nerfing value) but they're taking it a lot slower, because they know if they move to quickly, people will run away.
Long story short, AI companies are starting to feel the pressure. They NEED users to pay more, but these products are already too expensive.
So am i bullish or bearish? I am bullish long term, but bearish short term, I think there's good reason to be cautious right now. Cracks were already forming long ago, but these cracks are starting to become more apparent.
No, I did not write this using AI, an AI wouldn't write as shitty as I do.
submitted by /u/SomeOrdinaryKangaroo
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