Apple Will 'Watch Everything Burn' When AI Bubble Bursts

Post by dumberquestions » Sat, Aug 01, 2026, 10:58 AM UTC

danaris wrote: post #76

dumberquestions wrote: post #70

Earlier quoted context omitted.

AI would be profitable today if all companies weren't constantly racing to train the next biggest model, that's the whole reason the numbers look whack. This is basically the first time we're seeing true competition between massive tech companies, the previous state had each one of them clinging on to their own separate monopoly.

And if the training stops, the existing LLM models will fairly quickly decay in usefulness. There's no free steady-state of high-quality current models for this; it's either keep investing forever or deal with models that stopped gaining new information in 202X.

Post by wookmaster » Sat, Aug 01, 2026, 1:23 PM UTC

danaris wrote: post #76

dumberquestions wrote: post #70

Earlier quoted context omitted.

AI would be profitable today if all companies weren't constantly racing to train the next biggest model, that's the whole reason the numbers look whack. This is basically the first time we're seeing true competition between massive tech companies, the previous state had each one of them clinging on to their own separate monopoly.

And if the training stops, the existing LLM models will fairly quickly decay in usefulness. There's no free steady-state of high-quality current models for this; it's either keep investing forever or deal with models that stopped gaining new information in 202X.

Post by baal80spam » Sat, Aug 01, 2026, 1:47 PM UTC

gaigalas wrote: post #80

gizmodo59 wrote: post #30

Earlier quoted context omitted.

People still believe that the model intelligence has plateaud and I feel like they live under the rocks. I get the insane capex spend, I get the hype, I even get certain company will go under but to ignore the capability jump in a year is absurd.

The only honest benchmark is "has it cured cancer yet?". It has not, nor moved close to doing so. People are doing great at marketing the diminishing returns as breakthroughs though.

Post by gaigalas » Sat, Aug 01, 2026, 5:55 PM UTC

gizmodo59 wrote: post #84

gaigalas wrote: post #80

Earlier quoted context omitted.

The only honest benchmark is "has it cured cancer yet?". It has not, nor moved close to doing so. People are doing great at marketing the diminishing returns as breakthroughs though.

That’s a very narrow view. So non of the fields of science and engineering matter but just cancer?

Post by lolive » Sun, Aug 02, 2026, 11:49 AM UTC

busymom0 wrote: post #17

lolive wrote: post #8

Google will win the AI war. I really don t see how things can be different. The true question is how much the involvement of Sergei Brin will have been a major part of that win. [but now that I work in a big corp, I can understand how one smart guy saying “shut the f..k up, managers. I show the path” can be extremely disruptive in those kind of environments. For the better!]

In my personal experience, Gemini seems to have the best image editing and creation capabilities but when it comes to coding, Claude is my favorite. However, Claude is slow and errors out for me often. Grok is also very good when it comes to coding but I seek to run into their rate limits much easier, so I don't use it. I only use free web version for all btw.