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Anthropic is nearing superhuman performance in computer use, with AI controlling computers for everyday tasks, marking a takeoff point in AI capabilities.

Analysts are warning about AI bubble fueled by companies pouring money into each other's coffers. It's a ticking time bomb!

The current AI investment is staggering, with projections indicating spending equivalent to an Apollo program every 10 months. This includes $400 billion by major tech companies this year alone.

Investors often make the mistake of pattern matching past breakthroughs, but the next big company will likely build on existing breakthroughs like OpenAI's near free AGI.

OpenAI is likely going to be the next multi-trillion dollar hyperscale company, similar to Meta and Google.

AI is progressing rapidly, with studios feeding 150,000 of the best scripts into AI models, challenging the belief that AI can't replicate human creativity.

Nathan Labenz reflects on the AI timeline predictions, noting that while AI reaching significant milestones by 2027 seems less likely, the likelihood of achieving them by 2030 remains unchanged. This shift is due to the resolution of some uncertainties and the absence of unexpected breakthroughs.

Over 80% of the stock market gains in 2025 are from a few AI-related companies. This is not a sustainable economic model, as these companies are essentially trading among themselves.

In the AI industry, if frontier models become interchangeable, companies like OpenAI and Anthropic may struggle to charge premiums, as competitors offer similar quality at lower costs.

OpenAI is likely to become the next multi-trillion dollar hyperscale company, similar to Meta and Google.