AI pricing is a big market delusion: each company’s implied revenues look plausible alone, but added together they exceed any market that could exist.

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Our reading — they may agree, disagree or merely touch the same thing. Closest first: a shared subject counts for most, then how near the wording is.

• The revenue growth and margins needed to justify Nvidia’s and OpenAI’s late-2025 pricing are improbable. ADAswath Damodaran3 Dec 2025similar wording
• When the subsidies behind AI pricing run out, the companies that embraced AI programming will cut back on it. NENeetCode24 Jun 2026similar wording
• Even the most advanced AI cannot be followed blindly in investing, where value added is zero-sum and what is widely known is therefore worth little. RDRay Dalio10 Jun 2026similar wording
• The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. NLNathan Lambert3 Feb 2025similar wording
• Even with human-like learners, competition will split the AI market into specialised niches rather than hand it to one company. ISIlya Sutskever25 Nov 2025similar wording

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