11–20 of 53 posts
I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
The KOSPI is almost not worth talking about as any serious signal. It has a circuit breaker drop almost weekly (again followed in no time with an equally high rebound) and basically has come to represent how insanely the South Korean market has become pure gambling (with retail investors absurdly leveraged). Sure , it's hard to image this doesn't lead to some disaster in the long run, but these fluctuations have become par for the course.
And now they will complain that they need loans guarentees due to a lack of equity to finance new investments. I await the announcement of fresh price rises. Every stick of DDR5 should come with a share, so future dividends go back to the people who financed this insanity.
This will only lead to hyperscalers getting wealthier.
Earlier quoted context omitted.
I hope you’re right. It does seem like we’re finally coming down off the peak of the hype cycle. I use Claude Code daily, but man I am just tired of hearing about AI. I’m tired of holding off on backing up my home server because disks are so expensive. I’m tired of HN being 50% articles about AI.
Or written by AI. Or commented on by AI.
I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
Based on everything I've seen, this is an all-out sprint to whatever the goalpost is - superintelligence, AGI, singularity. Whoever is first will win, everyone else will lose.
I don't know if it's true or not, but it seems to explain the current direction of tech and leads me to believe no CEO is going to allow his company to slow down.
I feel like I've seen this headline (followed a week later by its inversion) countless times in the last 6 months. I have little doubt this is a bubble, but also very little certainty as to when or how it will "correct". The KOSPI is almost not worth talking about as any serious signal. It has a circuit breaker drop almost weekly (again followed in no time with an equally high rebound) and basically has come to repre…
I'm cautiously optimistic that this is the beginning of a much needed correction toward sobriety with regards to AI investment. The macro effects of all the money going into AI are apocalyptic. Maybe we can take some deep breaths and move forward a little smarter if the hype fest slows down a tad. And if we're lucky, eventually be able to afford RAM again.
> The macro effects of all the money going into AI are apocalyptic The doomer discourse around AI is about as overhyped as the investors are. It's two parties getting pumped up by social media who will be disappointed it's just some new higher economic tier rather than a quick boom or bust. It always takes twice as long for new markets to fully mature. Industries need to actually adapt technology before they see seri…
But if it is a bubble, which many would argue is the case, an AI capex bust with it's circular financing collapse is one of, if not THE top threat to global financial stability. ~$725B combined hyperscaler capex in 2026 against roughly $25B of AI service revenue in 2025 on $250B+ of infrastructure spend. Not exactly a promising situation. [3] [4]
This is immediate-picture, I'm not talking about a singularity extinction event. Just what's actually happening right now and the trajectory of the next 4 years.
[1] https://www.publicpower.org/periodical/article/electricity-d...
[2] https://www.iea.org/reports/energy-and-ai/energy-supply-for-...
[3] https://www.tftc.io/bis-annual-report-2026-ai-bubble-circula...
[4] https://alcapitaladvisory.com/research/intelligence/ai-infra...
And now they will complain that they need loans guarentees due to a lack of equity to finance new investments. I await the announcement of fresh price rises. Every stick of DDR5 should come with a share, so future dividends go back to the people who financed this insanity.