20260324_ai_bubble_8gb_en

What the Bubble Doomsayers Are Actually Looking At Q1 2026, and AI bubble collapse discourse is back with a vengeance. VC pullback headlines, startup consolidation reports, pundits drawing dot-com parallels on every platform. The takes are everywhere. Their arguments boil down to three things: AI stock valuations are detached from reality — NVIDIA's P/E ratio peaked above 60. If revenue growth stalls, correction is inevitable Monetization isn't keeping up — Is GPT-4o's $20/month subscript...