What happens when this bubble pops? I am trying to avoid any time or financial investment in AI as I look around the corner. I am also looking back at the last big bubble. I got my first house for $129k at 2800sqft when the housing bubble popped. There were just so many empty houses available.
So now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, available cloud infrastructure employees for hire on the cheap, and more.
I am also looking at the consequences for the incumbents reliant on both AI and cloud that either cannot pay their bills or who fail because their service providers no longer exist. I can’t help but see lots of opportunity on the horizon.
- If you click on "Google AI", it gives a new summary that contradicts the initial one.
- If you check Wikipedia or the top real search result, they contradict both the above.
Should the board intervene and fire Pichai? Does the board know something we don't, e.g., are there massive surveillance contracts with the NSA and the "AI" demand is internal?
Semiconductor density, speed, and power efficiency grow much slower than doubling every six months. Creating custom silicon for this won't help - plenty of companies, including Nvidia, are already optimizing their hardware for these tasks and they are very good at it. Production capacity can't scale nearly that fast for myriad reasons, including access to materials, production capacity of inputs, the time and complexity of building new production facilities, the lack of experts available for all of this, and the long time frames for training new people.
This to me is the biggest sign that this is a bubble. Even if demand shrinks, it could still be huge. Even if many use cases are impractical, we will still find some where it's valuable. But the market is basing its valuations on forecasts of tremendous growth that simply can't be supported physically.
“Demand” nobody asked for or wants 90% of googles ai features.
That stupid clippy crap in Google Docs? Yeah I fucking hate it and I’m not allowed to turn it off.
Is it just me or anybody else is facing the issue that when you search documentation in google it is becoming hard to find them mainly the documentation of new versions of old libraries
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[ 8.0 ms ] story [ 37.0 ms ] threadSo now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, available cloud infrastructure employees for hire on the cheap, and more.
I am also looking at the consequences for the incumbents reliant on both AI and cloud that either cannot pay their bills or who fail because their service providers no longer exist. I can’t help but see lots of opportunity on the horizon.
- The forced "AI" summary is wrong.
- If you click on "Google AI", it gives a new summary that contradicts the initial one.
- If you check Wikipedia or the top real search result, they contradict both the above.
Should the board intervene and fire Pichai? Does the board know something we don't, e.g., are there massive surveillance contracts with the NSA and the "AI" demand is internal?
The bubble thing. Here's more concerning evidence we're heavily focused on a wild and unknown. High risk is high.
This is not a bubble, ChatGPT is the number one app on Android. Many businesses are replacing most of their employees.
No, just to improved surveillance. This new species cannot exist and reproduce on its own.
Semiconductor density, speed, and power efficiency grow much slower than doubling every six months. Creating custom silicon for this won't help - plenty of companies, including Nvidia, are already optimizing their hardware for these tasks and they are very good at it. Production capacity can't scale nearly that fast for myriad reasons, including access to materials, production capacity of inputs, the time and complexity of building new production facilities, the lack of experts available for all of this, and the long time frames for training new people.
This to me is the biggest sign that this is a bubble. Even if demand shrinks, it could still be huge. Even if many use cases are impractical, we will still find some where it's valuable. But the market is basing its valuations on forecasts of tremendous growth that simply can't be supported physically.
Notably, not through AI ;)