The AI bubble is popping; we just don't know it yet
theregister.com
The AI bubble is popping; we just don't know it yet
1–10 of 154 posts
Re: The AI bubble is popping; we just don't know it yet
#2> I caution anyone looking at API prices: they dropped the price, but is it actually less expensive?
> Yeah, they dropped the price, but count the number of tokens you're tossing into it and see if it's actually cheaper. It's good for marketing, but the rub is how much you're actually using.
The level of discourse is so horrible now, I don't have words. Are these the ones making predictions on AI bubble?
Re: The AI bubble is popping; we just don't know it yet
#3It's obvious. Most people were expecting this.
Re: The AI bubble is popping; we just don't know it yet
#4> I caution anyone looking at API prices: they dropped the price, but is it actually less expensive? > Yeah, they dropped the price, but count the number of tokens you're tossing into it and see if it's actually cheaper. It's good for marketing, but the rub is how much you're actually using. The level of discourse is so horrible now, I don't have words. Are these the ones making predictions on AI bubble?
Of course, the price of tokens going down makes it cheaper. You can now afford to throw millions of tokens at solving a problem that would have been impossible for AI to solve at all a year ago for any price.
People completely lack imagination about this stuff. The main problem right now with AI isn't even AI successfully producing code at a reasonable cost, it's human coordination and review that is the bottleneck.
Re: The AI bubble is popping; we just don't know it yet
#5well if bubble pops, everyone will die EXCEPT google
UNLESS openAI/etc actually succeeds in making AGI that never hallucinates and goes over the current LLM limitations
as for google... well they own the web
(+google has plenty of other revenue sources, so it can just pay out its AI survival)
if you're a website owner, would you welcome chatgpt/etc's data-collection bots?
but... as for google's bots... you need your website to be on the Google search results...
Re: The AI bubble is popping; we just don't know it yet
#6> The same thing happened with their massive investment in Anthropic. They accounted for $53.4 billion due to deals with Anthropic last quarter. He said if you follow one Anthropic dollar through the earnings release, it's counted in AI business revenue, chips business, and AWS segment revenue.
That is insane if that is true, is that even legal?
Re: The AI bubble is popping; we just don't know it yet
#7> The same thing happened with their massive investment in Anthropic. They accounted for $53.4 billion due to deals with Anthropic last quarter. He said if you follow one Anthropic dollar through the earnings release, it's counted in AI business revenue, chips business, and AWS segment revenue. That is insane if that is true, is that even legal?
It is. However remember that when the bubble pops it all works in the reverse direction too. Suddenly you have to mark down investment losses, missed revenue, and written off commitments.
Companies can go from looking really good to a complete financial mess almost overnight when all that leverage and self-reinforcing stuff unwinds. See last weeks headlines for one such scenario.
Re: The AI bubble is popping; we just don't know it yet
#8well if bubble pops, everyone will die EXCEPT google UNLESS openAI/etc actually succeeds in making AGI that never hallucinates and goes over the current LLM limitations as for google... well they own the web (+google has plenty of other revenue sources, so it can just pay out its AI survival) if you're a website owner, would you welcome chatgpt/etc's data-collection bots? but... as for google's bots... you need your…
> well if bubble pops, everyone will die EXCEPT google
Also, possible Apple since they haven't gone into deep debt to finance 'AI buildout'.
Re: The AI bubble is popping; we just don't know it yet
#9The title's clickbait (from The Register, of all people - colour me shocked!).
There's nothing really groundbreaking at all in there, just "chips are expensive, and open weights models hosted locally in enterprise could displace Claude/GPT"
Re: The AI bubble is popping; we just don't know it yet
#10[deleted]