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Ask HN: With AI bubble burst imminent, where do you put your money?

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31–36 of 36 posts

Re: Ask HN: With AI bubble burst imminent, where do you put your money?

#31
I don't think AI is as big of a bubble as you think. The hype is very high, but non tech companies are starting to pay gobs of money in monthly subscriptions to get their employees to be a bit more productive.

If you can get a six figure worker to be 20% more productive for a grand a month, you're going to do that. That's a huge market!

Don't listen to the hype about AGI and world changing tech, think about the new market that might make every white collar worker 20% more productive.

Re: Ask HN: With AI bubble burst imminent, where do you put your money?

#33
I have seen some talks in the recent few months about AI bubble that is comparing to Dot com bubble. I thought this is very strange.

Dot Com was real hype. The usage of internet and PC with Internet as well as user's usage pattern simply wasn't there. AI usage is real and is building on Smartphone platform as well as PC. Even PC, Internet and Smartphone all three in their era didn't get as quickly adopted as AI. Considering Government or business is very slow to adopt to new technology, but CoPilot literally widely deployed from Government to Fortune 500.

I dont believe in AGI or ASI. But I also dont think we are currently in an AI bubble.

Re: Ask HN: With AI bubble burst imminent, where do you put your money?

#35
post #29

The skeptics were talking about an imminent AI bubble burst 10 years ago. You can definitely act on your hunch by simply shorting FAANG stocks, but you would be in big gain or huge loss territory. If you are looking to just hedge, maybe buy some traditional non-growth stocks that pay out dividends?

I'd be very interested in seeing an example of someone in 2015 claiming an AI bust was imminent.

Were you just not paying attention back then? The AI naysayers have been at it since at least 2012 or so when DNNs became a thing. It is 2025 now, and it isn't much different, probably the same people from 13 years ago who were saying the AI bubble was about to burst (except now, for real this time).
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