In 2026, markets are repricing within hours of a leaked draft of a model that isn't available, and major labs are shipping every day, collapsing the cycle time between new capability and market pricing.

A common narrative in 2026 is that the current situation is not an AI bubble because there are no "dark GPUs."

Anthropic is creating entire features in days, not weeks, in early 2026.

AI is closing arbitrage gaps not slowly over decades, but on the time scale of model releases, in months or weeks.