People calling an AI adoption top is premature, Shay Boloor argues

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24.10.2026

People calling an AI adoption top is premature, Shay Boloor argues — Anthropic valuation and AI adoption debate

Shay Boloor argued that concerns about an AI bubble based on Anthropic's potential $2 trillion valuation overlook its projected approximately $100 billion annual recurring revenue, which is just 0.3% of an estimated $30 trillion in labor spending that AI could impact.

Boloor described it as surprising how quickly people are calling the top of an AI adoption cycle that he believes has barely begun.

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Earlier this year, Shay Boloor highlighted ServiceNow's launch of Flow, an AI-driven service desk for Slack and Teams. He has also reported on high demand for hardware, noting that Apple's foldable iPhone Duo sold out in minutes after preorders opened. Boloor frequently covers major technology launches and the rapid adoption of new AI products.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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