build1 publisher
Thompson credits the harness for the agent jump that retired his bubble call
Ben Thompson now says he does not think AI is a bubble, and the evidence he offers is a capability jump that showed up in Claude Code in December, weeks after Anthropic shipped the Opus 4.5 weights.
Publishers:stratechery.com
Reality
- Evidence38
- Adoption35
- Hype gap+32
- Incentives45
- Confidence40