The author isn't exactly a thought leader in the space, or really any space for that matter. Opinion worth nothing.
Is Sam Altman a thought leader?
IMO “thought leaders” only set the agenda of groupthink. So… yes?
Say farewell to the AI bubble, and get ready for the crash
91–100 of 110 posts
Re: Say farewell to the AI bubble, and get ready for the crash
#92Earlier quoted context omitted.
I also consume all the heavily sibsidized LLM tokens I can find a use for. Great deal for us, the people who funded it? Not so fun.
LLMs also cost what they cost because NVIDIA won't sell you a 5090 upgraded with 80GB RAM for $3000 instead of $2000 (which is overkill in the first place). Yo have to buy a H200 for $40000
Apparently you can get these on the black market in China, at least according to “Gamers Nexus”
Re: Say farewell to the AI bubble, and get ready for the crash
#93Using how GPT-5 generates text within an image is a terrible way to test it.
If you ask it to list all 50 states or all US presidents it does it no problem. Asking it to generate the text of the answer in an image is a piss poor way of testing a language model.
I heavily dislike GPT-5 but at least have a fair review of it.
Re: Say farewell to the AI bubble, and get ready for the crash
#94I sure am looking forwards to what will happen to my power bill once Facebook decides to default on its share of the bill for the massive power plants Entergy is building solely to power the huge-ass data center FB's building in northern Louisiana. https://www.knoe.com/2025/08/19/entergy-power-plant-meta-dat...
I was just in the Louisiana public service commission meeting where Entergy told the regulators that Meta Platforms was worth 2 trillion and they got some opinion from a New York law firm that their word was good so YOLO. Passed 4-1. The exact words were “Meta Platforms is worth more than the five biggest banks combined” (implying no point in asking a bank for a loan guarantee or backstop)
They really went with the "it's too big to fail" argument hah. Not that I'd be afraid of that, just their short attention span. How is the meta verse these days anyways?
Re: Say farewell to the AI bubble, and get ready for the crash
#95The author isn't exactly a thought leader in the space, or really any space for that matter. Opinion worth nothing.
It's just another anecdote, but the "vibes" feel like they're shifting.
The employment numbers, the inflation numbers, government austerity, the gpt-5 disappointment... the valuations are all more like meme stocks and not based on reality.
If enough articles about the crash start appearing, and enough people believe the crash is coming, the congratulations: the crash will occur.
Re: Say farewell to the AI bubble, and get ready for the crash
#96Earlier quoted context omitted.
Never quite realized how much I disliked the term "Thought Leader" until I read it 5x in the comments responses of this thread.
I should have said domain expert instead. These two casually chosen words really riled them up
I just said the word "domain expert" in my head 5x, and I don't like it any better.
Both of them give off "influencer" vibes. They're meaningless without more context. We used to just call people "experts", but now that's an arbitrarily bad word.
Re: Say farewell to the AI bubble, and get ready for the crash
#97This article tries to argue that the AI bubble has burst by pointing to the failed release of GPT-5. Admittedly, the release of GPT-5 was somewhat of a flop, but I think it's more of a failure in its launch rather than the model itself. In fact, if you use the GPT-5 Thinking model, it's actually quite good. They attempted to make the model automatically route to different levels of thinking intensity, but the routing didn't work very well, which led to the various bad cases people experienced.
Re: Say farewell to the AI bubble, and get ready for the crash
#98This article tries to argue that the AI bubble has burst by pointing to the failed release of GPT-5. Admittedly, the release of GPT-5 was somewhat of a flop, but I think it's more of a failure in its launch rather than the model itself. In fact, if you use the GPT-5 Thinking model, it's actually quite good. They attempted to make the model automatically route to different levels of thinking intensity, but the routing…
Yeah Altman says "I think we totally screwed up some things on the rollout" https://fortune.com/2025/08/18/sam-altman-openai-chatgpt5-la...
also
>ChatGPT is already the fifth biggest website in the world, according to Altman, and he plans for it to leapfrog Instagram and Facebook to become the third, though he acknowledged: “For ChatGPT to be bigger than Google, that’s really hard.”
>“We have better models, and we just can’t offer them, because we don’t have the capacity,” he said. GPUs remain in short supply, limiting the company’s ability to scale.
So Altman wants to keep building. Whether investors will pay up for that remains to be seen I guess.
Re: Say farewell to the AI bubble, and get ready for the crash
#99Earlier quoted context omitted.
Have bubbles ever been successfully called by thought leaders?
If by "thought leader" you mean domain experts making criticism then yes. For example, Nouriel Roubini calling out the risks of the 2008 Recession before it happened, Michael Pettis calling out the risks of a real estate balance sheet crisis in China before Evergrande happened, and Arvind Subramanian calling out the risks of a a shadow bank crisis in India before the ILFS collapse in 2018. For AI/ML, I'd tend to trus…
Hrm. I'd read "thought leader" to mean "hype man"; that's how the term is normally used. I certainly wouldn't read it as "domain expert"; the people generally referred to as 'thought leaders' frequently are not.
Re: Say farewell to the AI bubble, and get ready for the crash
#100Meh. Crashes come when there was no real business value. I use AI all day and I’m sure I’m not the only one.
> Crashes come when there was no real business value.
Indeed. That's why we don't have trains or the internet anymore; once they had their big crashes we knew there was no business value, so they went away.
... I mean, what? You generally can't get a big bubble without _some_ business value, so bursting bubbles almost always have _something_ behind them (the crypto one may be the exception).