A Hitchhiker's Guide to the AI Bubble
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Re: A Hitchhiker's Guide to the AI Bubble
#2We're building AI workflows at my company. Yes chatbots, but also more interesting/complex workflows that I won't get into. Let's just say we have the data, expertise, and industry structure to leverage AI in valuable and useful ways.
As an engineer, development still comes down to requirements gathering, solid engineering principles, and the tools we already have at our disposal - network calls, rendering the UI, orchestrating containers and job, etc.
All that is to say that I thought AI was going to be sexy, like Westworld, and not so boring...
Re: A Hitchhiker's Guide to the AI Bubble
#3> Sam Altman knew exactly which buttons to push. Congressional testimony about the need for regulation (from the company furthest ahead). Warnings about AI risk. OpenAI's playbook: Build in public, warn about dangers, present yourself as the responsible actor who needs resources to "do it safely."
And this is why Matt Levine calls Sam Altman the greatest business negger of all time
Re: A Hitchhiker's Guide to the AI Bubble
#4>Article praising LLMs.
>Look inside.
>Written by someone having a stake in LLM business.
Every time.
Re: A Hitchhiker's Guide to the AI Bubble
#5At least pick a Douglas Adams book cover!
Re: A Hitchhiker's Guide to the AI Bubble
#6The author misses the deeper game: if you genuinely believe AGI is imminent, then current economic metrics become meaningless. Why optimize for revenue when the entire concept of scarcity-based economics dissolves?
The $560B for those who believe in AGI isn't about ROI using today's money-in/money-out formula; it's about power positioning for a post-capitalist transition.
Every major player knows that whoever controls the infrastructure once the threshold is crossed might control what comes after.
The "bubble" narrative assumes these actors are optimizing for quarterly returns rather than civilizational leverage.
Re: A Hitchhiker's Guide to the AI Bubble
#7The biggest issue with AI isn't AI itself, but the fact that it seemingly "saved" an overinflated economy. Economy needs a deep reset with high rates for longer and the AI narrative is just kicking the can down the road
Re: A Hitchhiker's Guide to the AI Bubble
#8Great article! I share the experience mentioned in the article, LLMs facilitate a head-on interaction with any topic. It is similar to instructional YouTube videos (that imo were already transformative) but with the ability to ask detailed questions. And this is what becomes better with each iteration. When creative communities finally settle down on generative AI there will be not just a plethora of AI slop, but so much highly creative never seen before content. It might lead to a new golden age of indie low budget movie productions.
Re: A Hitchhiker's Guide to the AI Bubble
#9>While established developers debate whether AI will replace them, these kids are shipping. Developers who learned their craft in the age of pull requests and sprint planning sneer at their security failures, not realizing that 'best practices' are about to flip again. The barbarians aren't at the gate. They're deploying to production.
Shipping where? What production? What kids? I've yet to see this. I see the tools everywhere, but not anything built with them. You'd think it would be getting yelled about from the mountaintops, but I'm still waiting.
Re: A Hitchhiker's Guide to the AI Bubble
#10The author misses the deeper game: if you genuinely believe AGI is imminent, then current economic metrics become meaningless. Why optimize for revenue when the entire concept of scarcity-based economics dissolves? The $560B for those who believe in AGI isn't about ROI using today's money-in/money-out formula; it's about power positioning for a post-capitalist transition. Every major player knows that whoever control…
I think the author addresses this, but dismisses it as fantasy, which constitues the bubble.