Show HN: I built a website showing the likelihood of the AI bubble to pop (laurentiugabriel.github.io)

5 points by laurentiurad 11d ago ↗ HN

I built a web page that aggregates data about data center buildup, sovereign fund investments into AI and bottlenecks. The objective is to predict AI race cooldown by looking at a potential decrease of activity involving these elements. Enjoy!

6 comments

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aimastermind28 11d ago ↗

I find only the bottlenecks part to be useful, as you also disclose companies involved in producing the stuff that are a bottleneck for compute scale up. Cool project overall.

laurentiurad 11d ago ↗

thanks a lot! Will update this on the daily basis.

thepasch 11d ago ↗

I don't think "the bubble is at risk of popping" and "hype is cooling down" are equivalent evaluations. By the time people start pulling out money, that is the bubble popping, and I don't think that would happen on a slow ramp but rather en masse.

laurentiurad 11d ago ↗

You are right, one might happen before the other one. However it's impossible to measure when the bubble might pop, whereas looking at how much money hyperscalers and governments put into this might provide a quantitative metric.

andreidbr 11d ago ↗

Really nice presentation and a ton of useful info. It's hard to boil it down to a single reading though. One thing that would be nice is a bit of a comparison between what companies claimed to do vs what they're actually doing, like a sort of BS meter.

anee769 11d ago ↗

Pretty cool website. Jokes on claude if you made the website using it.