The AI Bubble Is Not What You Think

kuber.studio

1. They can squeeze a lot from current models.

2. Google can afford to push the frontier as long as it brings more money. They’ve been investing in AI way before others.

1. Are they? I jumped ship to Opus from Gemini 3 Pro in less than a week - even worse with GPT-5

2. I don't think any AI Lab is net profitable at the moment