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// Hacker Noon · 22 May 2026

What Stratchery Gets Wrong About The AI Bubble

This is a direct response to Ben Thompson's Agents Over Bubbles, published a few weeks ago. Thompson is right about a lot of this: agents are powerful, enterprise deployment is real. The capability story is largely correct. His argument breaks where every late-cycle bull case breaks; it reads deploy...

Hacker Noon
@hacker-noon · Elhadj_C
hackernoon.com
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Hacker Noon@hacker-noon

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