AI Is the Bubble to Burst Them All
wired.com
AI Is the Bubble to Burst Them All
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Re: AI Is the Bubble to Burst Them All
#2Re: AI Is the Bubble to Burst Them All
#3During most of the dot-com boom, there was not a broad consensus that a bubble existed, whereas today’s AI boom is widely accompanied by media warnings about an AI bubble, making public awareness much higher than it was in the late 1990s. I don't think a single person hasn't heard the "circular financing" talking points from multiple people who think they're being insightful. Or Burry who thinks a GPU should be trashed after 2 years. Doesn't sound like irrational euphoria.
Re: AI Is the Bubble to Burst Them All
#4[dead]
Re: AI Is the Bubble to Burst Them All
#5During most of the dot-com boom, there was not a broad consensus that a bubble existed, whereas today’s AI boom is widely accompanied by media warnings about an AI bubble, making public awareness much higher than it was in the late 1990s. I don't think a single person hasn't heard the "circular financing" talking points from multiple people who think they're being insightful. Or Burry who thinks a GPU should be trash…
Doesn’t that make it more irrational?
Re: AI Is the Bubble to Burst Them All
#6During most of the dot-com boom, there was not a broad consensus that a bubble existed, whereas today’s AI boom is widely accompanied by media warnings about an AI bubble, making public awareness much higher than it was in the late 1990s. I don't think a single person hasn't heard the "circular financing" talking points from multiple people who think they're being insightful. Or Burry who thinks a GPU should be trash…
The general term bubble doesn’t help.
It’s reasonably obvious that there are some very high expectations baked in to certain equity valuations.
Leave it to the reader to take a view on whether it makes sense.
Re: AI Is the Bubble to Burst Them All
#7Peter Thiel dumped his shares, now the billionaires are pumping out the FUD.
Re: AI Is the Bubble to Burst Them All
#8There's a lot of manipulation going on. Attempts to pop the bubble artificially, prematurely. There's a lot of impatience and illusion of control out there. You can bet that when a real bubble bursts, we won't be seeing articles about it on Wired in the run up.
Re: AI Is the Bubble to Burst Them All
#9Its silly to talk about a bubble when all of the major AI companies just recieved 3-5yrs runway in VC. I normally hate the term FUD, bit in this case it's proveably true. Even if these companies collapse in 5 years, thats a lifetime away in tech years, not an immediate bubble.
Re: AI Is the Bubble to Burst Them All
#10Some have realized that LLMs don’t really reason and that LLMs may not be as amazing as the claims. However, I think LLMs plus agents, plus advances that are likely to come may very well prove to be more valuable than anyone can foresee. It’s very difficult to predict the future profitability of tech.