Agents Over Bubbles 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 in a bubble. https://t.co/LdPu3L37Vl
— Stratechery (@stratechery) Mar 16, 2026
from Twitter https://twitter.com/stratechery
March 16, 2026 at 03:01AM
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