nxthompson(@nxthompson):I asked @azeem what the most important indicator is for whether there's an AI bubble. He said revenue. That would seem to indicate the recent price cuts should be a warning sign. He argues they could actually increase demand. We talked through all the variables that determine whether we're in a bubble—and what could make it burst. Watch our whole chat here:

nxthompson

@nxthompson

CEO @theatlantic. Author of “The Running Ground" and host of "The Most Interesting Thing in AI."

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nxthompson@nxthompson

2026.09.28 15:00

I asked @azeem what the most important indicator is for whether there's an AI bubble. He said revenue. That would seem to indicate the recent price cuts should be a warning sign. He argues they could actually increase demand. We talked through all the variables that determine whether we're in a bubble—and what could make it burst. Watch our whole chat here: