41–50 of 86 posts
I think the biggest sign of a potential crash is that Meta has frozen AI hiring. Such a quick reversal from just a few months ago.
https://www.tipranks.com/news/meta-poaches-another-apple-emp...
Given how much capital has already been committed to infrastructure development I find it very unlikely that even a Black Monday style market correction will do much to alter the medium and long term outlook for ai development and investment. Too many people talk about a bubble almost wish-casting that such a thing will make this all go away. It’s probably safest to assume your political enemies won’t be hoisted on t…
I mean, every year or so there's a new NVIDIA GPU, making last years models obsolete and GPUs from 2 generations back essentially landfill. I don't think there's another large-scale investment that decays at this rate. The infrastructure being there might also be a problem. - If there's no breakthrough, and we're only going to make incremental gains, then its wasteful - If there's a breakthrough, it might turn out a…
Ampere generation A6000’s are still selling used for close to MSRP on eBay. I bought an A4500, used it for a year and then sold it for MORE than I bought it for.
I’ve never seen computer hardware appreciate in value like it is now, even if new cards are still significant upgrades.
Really dislike the "AI bubble" term conceptually. The mostly probable outcome here (imo) is absolute bloodbath among the startups that are essentially wrappers while the core tech keeps going without missing a beat and does eventually deliver.
Given how much capital has already been committed to infrastructure development I find it very unlikely that even a Black Monday style market correction will do much to alter the medium and long term outlook for ai development and investment. Too many people talk about a bubble almost wish-casting that such a thing will make this all go away. It’s probably safest to assume your political enemies won’t be hoisted on t…
Clearly, a lot of people very desperately want AI tech to fail and disappear. And if there is such a strong demand for "tell me that AI tech will fail", then there will be hacks willing to supply.
Given how much capital has already been committed to infrastructure development I find it very unlikely that even a Black Monday style market correction will do much to alter the medium and long term outlook for ai development and investment. Too many people talk about a bubble almost wish-casting that such a thing will make this all go away. It’s probably safest to assume your political enemies won’t be hoisted on t…
The problem is it will create a broader economic problem in the markets. The top 10 holdings for VTI, the "easy button" investment option. Are: NVIDIA, Microsoft, Apple, Amazon, Facebook, Broadcom, Google, Tesla, Berkshire Hathaway. They represent a third of US market value, and 60% of them are heavily hooked into AI. A panic will be a decimation for NVIDIA, and that splash zone will be broad.
NVidia’s PE is below 60 and they have 100% year over year revenue growth. A bubble is typically based on future earnings potential Nvidia is a money printing growth creating machine.
Really dislike the "AI bubble" term conceptually. The mostly probable outcome here (imo) is absolute bloodbath among the startups that are essentially wrappers while the core tech keeps going without missing a beat and does eventually deliver.
Time will tell, but one thing is for sure, not even the biggest players are exempt from any of the above.
Every time I see an article like this a quote comes to mind: "The market can stay irrational longer than you can stay solvent." -- John Maynard Keynes Predicting when a bubble is going to burst is close to impossible.
I mean a bursting bubble is what? A C-Suite pulling the valve shut or a company going under? It seems like the bubble has burst already then when Zuckerberg and Altman started decrying it earlier in the week. Now we just wait for all the smaller companies to either fold. For the larger companies the bubble will probably deflate slowly rather than burst. There are no market indicators if the actual burst is at the whi…
Earlier quoted context omitted.
I mean, every year or so there's a new NVIDIA GPU, making last years models obsolete and GPUs from 2 generations back essentially landfill. I don't think there's another large-scale investment that decays at this rate. The infrastructure being there might also be a problem. - If there's no breakthrough, and we're only going to make incremental gains, then its wasteful - If there's a breakthrough, it might turn out a…
> I mean, every year or so there's a new NVIDIA GPU, making last years models obsolete and GPUs from 2 generations back essentially landfill. I don't think there's another large-scale investment that decays at this rate. Ampere generation A6000’s are still selling used for close to MSRP on eBay. I bought an A4500, used it for a year and then sold it for MORE than I bought it for. I’ve never seen computer hardware app…
> “When will the internet bubble burst?” the cover story of Barron’s asked on March 20 2000. “That unpleasant popping sound is likely to be heard before the end of this year.” Again—the internet was a bubble, and yet it eventually far surpassed even the frothiest expectations. If you're investing for the short-term, do what you gotta do. The AI bubble will burst and lots of superficial companies will be washed away.…
The internet as a platform or network survived, but most of the big players in the bubble went down. Only the veeeeery big ones survived due to enough residual funds and the smaller players that didn't have a big enough claim yet.
What I'm trying to express is that when people say "AI is a bubble," the don't understand that AI will actually survive that bubble, even if many "AI companies" do not.