Agents Over Bubbles – Stratechery by Ben Thompson
Agents are fundamentally changing the shape of demand for compute, both in terms of how they work and in terms of who will use them. They’re so compelling that I no longer believe we’re…
Agents Over Bubbles – Stratechery by Ben Thompson Skip to content Agents Over Bubbles Monday, March 16, 2026 Listen to Podcast Watch on YouTube Listen to this post : Log in to listen There is a weird paradox in terms of AI prognostication: on one hand, you don’t want to be the one to completely dismiss the most terrifying doomsday scenarios; who wants to be found out to be foolishly optimistic? At the same time, there is also pressure to give credence to the possibility that we are in a bubble, and all of this hype and spending is going to go belly up. While I have argued against t
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