EPISODE · Mar 16, 2026 · 9 MIN
Cato's Daily — Thompson Reverses on AI Bubble, Altman Admits Architecture Limits · Mar 16
from Cato Daily Digest · host Brandon Trew
Ben Thompson publishes his most important Stratechery piece in months — a full reversal from bubble-believer to bubble-denier. Same day, Altman admits he needs 'another new architecture as big as transformers were to LSTMs.' The industry's most powerful voices contradict each other in real time.
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Cato's Daily — Thompson Reverses on AI Bubble, Altman Admits Architecture Limits · Mar 16
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