I'm not convinced the AI bubble exists

On Hacker News

Points: 12
Comments: 3
Submitted by: matteoraso
Posted: Nov 8, 2026
Site: matteoraso.github.io

Story details from Hacker News ↗ · linked article on matteoraso.github.io.

Trending history

I'm not convinced the AI bubble exists was first seen on Hacker News · Front page on Nov 9, 2026. Since then it has appeared in 10 checks on 1 different day. Its best position was #17 of 30, reached on Nov 9, 05:09 UTC. It is #17 right now, climbing from #24 to #17 over the last 6 checks.

Rank history

Position on Hacker News · Front page at every check (lower is better).

Last 14 days

Best rank per day (UTC).

17

Oct 27today

Metric history

points as reported by Hacker News.

From the discussion

A few top-level comments from Hacker News, shortened. Read the full thread on Hacker News.

I dont know if the valuations make sense, but the usability is all there and so are the potential profits. Over a decade, that's probably all that matters. If the valuations pop or dip (anytime soon), I think that's mostly irrelevant. I get that the press probably doesn't like to hear this boring conclusion. P.S: A…
— pj_mukh · view comment

The only modification I'd make is to amortize the investments over 5-6 years instead of 20 because most of the cost is GPUs not the buildings. This increases the required revenue by 4x.
— wmf · view comment

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Hacker News 1 day, best #18

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Questions

Is I'm not convinced the AI bubble exists trending on Hacker News right now?

Yes. As of Nov 9, 05:24 UTC it is #17, climbing from #24 to #17 over the last 6 checks.

What is the highest rank I'm not convinced the AI bubble exists reached?

#17 on Hacker News · Front page, on Nov 9, 05:09 UTC. Trendoday checks this list every 15 minutes.

How long has I'm not convinced the AI bubble exists been trending?

It was first seen on Nov 9, 2026 and has been on the list on 1 day (10 checks) since.