RECEIPT #BEN-TH
AUG 19, 2026
PREDICTION BY
Ben Thompson“the second LLM inflection point was the release of OpenAI’s o1 model in September 2024… I think the rise of agents means we are not in a bubble.”
FOLLOW-UP
The prediction that the AI market is 'not in a bubble' is made from the perspective of August 2026. Evaluating this verdict requires more time to observe market cycles and investment trends beyond 2026.
ORIGINAL SOURCE
stratechery.com