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The AI Demand Bubble

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Re: The AI Demand Bubble

#21
post #18

Earlier quoted context omitted.

His history of predictions about LLMs is not great and he generally seems ideologically committed to pretending they're almost useless and teetering on the edge of collapse. For example, this article claims: "Every single story you’ve read about the “incredible growth” of these cloud platforms is an embarrassing misread of three companies that are misleading investors that will more than likely be forced in the next…

>In july 2024, Zitron wrote at length about how the economics of OpenAI were likely to collapse in the next 1 to 2 years [1]. One of my clearest memories of the first tech bubble was of a number of people who accurately identified that it WAS a bubble and then predicted it would go pop 12-18 months before it did. They attracted plenty of scorn and derision for being 80% right from people who were 100% wrong. Some als…

"I can calculate the motions of the heavenly bodies, but not the madness of men"

-- Isaac Newton

Re: The AI Demand Bubble

#22

I'm seeing this guy everywhere. He was on Bloomberg a day ago and then on another channel and now here. I'm curious why there are not more people like him voicing their concerns. Makes you wonder if he is completely wrong.

> 'm curious why there are not more people like him voicing their concerns.

I have seen such people - notably Jim Chanos.

But, Zitron was vocal at the time where fawning over AI companies was basically mandatory everywhere else. He was the one bringing in numbers and, well, passion rather then fear when arguing that point.

On security, Brucr Schneier was also calling AI threat claims overblown repeatedly.

Re: The AI Demand Bubble

#23

This guy has zero zip nada null AI background. He is a videogame reviewer and PR guy. He is a pure influencer feeding on the AI backlash he helped to create. He has been predicting a crash for how many years now? And while I can totally see Anthropic and OpenAI going through some things on the way to post-IPO FMV, those things do not include AI going away. It truly doesn't matter whether closed source Frontier lab mo…

Is your ad hominem attack any better?

Re: The AI Demand Bubble

#24

This guy has zero zip nada null AI background. He is a videogame reviewer and PR guy. He is a pure influencer feeding on the AI backlash he helped to create. He has been predicting a crash for how many years now? And while I can totally see Anthropic and OpenAI going through some things on the way to post-IPO FMV, those things do not include AI going away. It truly doesn't matter whether closed source Frontier lab mo…

Too bad that take is AI slop.

Re: The AI Demand Bubble

#26

This guy has zero zip nada null AI background. He is a videogame reviewer and PR guy. He is a pure influencer feeding on the AI backlash he helped to create. He has been predicting a crash for how many years now? And while I can totally see Anthropic and OpenAI going through some things on the way to post-IPO FMV, those things do not include AI going away. It truly doesn't matter whether closed source Frontier lab mo…

Is your ad hominem attack any better?

I don’t see how “This guy has no experience in the field he is actively commentating on. None of his predictions have come to pass.” is an ad hominem. The critiques are directly relevant to the subject matter.

Re: The AI Demand Bubble

#30

This guy has zero zip nada null AI background. He is a videogame reviewer and PR guy. He is a pure influencer feeding on the AI backlash he helped to create. He has been predicting a crash for how many years now? And while I can totally see Anthropic and OpenAI going through some things on the way to post-IPO FMV, those things do not include AI going away. It truly doesn't matter whether closed source Frontier lab mo…

Is your ad hominem attack any better?

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