AI2026-08-25 00:37:1720VC’s Paul Bonnet Says AI Tokens Could Drop 99% and Still Drive a Bigger Market20VC investor Paul Bonnet argues that a successful AI boom may not end in a bubble burst. Instead, token prices could keep falling while the overall market expands dramatically. He points to aluminum as a historical example: a collapse in cost did not kill the industry, but helped create entirely new markets. Bonnet also draws parallels with past overbuild cycles in fiber and rail, while noting that AI agents and reasoning models may loosen the current human-time constraint on demand.1400
Policy Regula2026-08-19 17:45:46Market Reports Say U.S. Plans to Halve Tariffs on Canadian Steel and AluminumChainCatcher reported market chatter that the United States plans to cut tariffs on Canadian steel and aluminum by half in a trade agreement. No additional details were provided in the item, including the text of the deal, a timeline, or any further comments from the parties involved.1150
