Earlier quoted context omitted.
The bubble is based on the promise that these LLMs will cure cancer and find the solution to global warming. The pragmatic users of these tools (like you seem to be) are enjoying the subsidized use of the tools right now, but it's not a sustainable business model
Sam Altman says a lot of crazy stuff, but I don’t think that is where the ‘bubble’ is coming from. In recent months we’ve had the first automated unmanned amphibious assault, the daily drone count in our hot wars is jumping by leaps and bounds, and arms suppliers are promising future drone shipments in the hundred thousand unit range. The ten year picture for reactive combined swarm intelligence on the battlefield is…
One line I remember was that he said the disruption is not happening the way they thought after GPT4 due to inertia bla bla and that it will be slower gradual change and they got the timelines wrong.
And yes on the defense usecase. That is the main reason governments are giving a hoot about AI. Orbital datacenters too, I know people working on the Indian one, it's entirely for defense usecases. Basically for missile stuff.