Translated from Japanese: By Seki Obata, Professor of Keio University Business School The collapse of the IT bubble and the AI bubble will follow the same pattern The bursting of the bubble does not mean that every company will go bankrupt. One of the core AI companies—Anthropic or OpenAI—will certainly disappear (and it’s highly likely that both will, with a new third-party rival emerging, just as Anthropic rose to prominence), and SpaceX (SPCX) will likely be reduced to space dust, but the sh
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