CZ Suggests Many AI Companies May Disappear Along the Way

Changpeng Zhao warned that most AI companies will eventually fail, sharpening concerns about an AI bubble.

The warning comes as Nvidia H200 GPU rental prices have reportedly fallen about 40%, suggesting AI infrastructure is becoming less scarce and more competitive.

Lower GPU costs could reduce one major barrier for startups, but they may also expose weak business models under tighter investor scrutiny.

The piece frames this as a potential shakeout: AI adoption may keep growing, while only firms with durable products and economics survive.