Estás usando un navegador desactualizado. Es posible que no muestre este u otros sitios web correctamente. Deberías actualizar o usar un navegador alternativo.
🔧 Site instability resolved. You can report double-posts and broken attachments. For bigger issues, use the Technical Grievances thread.
🇵🇦 Nuestro primer dominio localizado está en español en kiwifarms.pa. Our first localized domain is on Spanish on kiwifarms.pa.
Want to keep track of this thread?
Accounts can bookmark posts, watch threads for updates, and jump back to where you stopped reading. Create account
About damn time. This hit really close to home for me when Microsoft bought TMI just to power their fucking AI shit, because fuck cheap energy for an entire region. I'm not even anti-nuclear but that is such a waste of a facility and I'm sure they're just going to sell it to some foreign conglomerate or hold onto it and do fuck all. What will the downstream effects of the bubble bursting be on AI data centers popping up everywhere? Are they going to end up just being converted into generic storage warehouses.
This was a seriously bad move especially for MSFT. Betting so much on retarded LLM's and slapping it into all of your already bloated products and thinking that all of your customers want it was completely insane. I'll won't touch Win 11 with a 20 foot pole at this point.
Another article (Archive) on the bubble, in the past three days $1 trillion has been wiped out.
but is it because the bubble is finally bursting?
no it's because companies are realigning themselves for the future of AI controlling everything
completely deranged and deluded behavior, none of the intelligent ones actually believe this, they just hope you're buying it so the stocks don't tank further
I'm not opposed to believing in this, but I still haven't heard any actual rational for this outside of "I hate AI". AI is obviously here to stay, there's infrastructure for it being built on the daily, and I surmise most of this because I use it almost all the time now. not for like, my daily routine shit but at work I've been able to streamline a lot of mundane shit people don't want to do. What is actually supposed to burst and when are people going to stop using it?
I'm not opposed to believing in this, but I still haven't heard any actual rational for this outside of "I hate AI". AI is obviously here to stay, there's infrastructure for it being built on the daily, and I surmise most of this because I use it almost all the time now. not for like, my daily routine shit but at work I've been able to streamline a lot of mundane shit people don't want to do. What is actually supposed to burst and when are people going to stop using it?
I will believe it when ram, gpus, and ssds are cheap again. The people who don't have their retirement nest egg to lose are going to buy the dip and wait for the government bailout of oracle and openai.
I'm not opposed to believing in this, but I still haven't heard any actual rational for this outside of "I hate AI". AI is obviously here to stay, there's infrastructure for it being built on the daily, and I surmise most of this because I use it almost all the time now. not for like, my daily routine shit but at work I've been able to streamline a lot of mundane shit people don't want to do. What is actually supposed to burst and when are people going to stop using it?
What I think most people believe is that "the market" will eventually realize that LLMs have a poor ROI, unsustainable operating costs, and a capped potential for growth. Since so much of the current market's evaluation is built on AI speculation, a loss in confidence will trigger mass selling and a market collapse.
LLMs probably won't disappear (for better or for worse), but a lot of big companies' projects will probably be scaled back.
Accepting the premise AI is here to stay; there's two main ways it could still crash.
1. "The AI Revolution" as marketed is still possible, but either isn't possible with current technology, or too far away in terms of timeline for investors to sanely invest. At some point, investors demand returns, this is unchangable. Since there is no product as advertised, it is effectively valued at 0, meaning everyone sells.
2. AI is useful, but not as useful relative to its investment. This is more realistic and very much where we're at. AI all around (e.g. Nvidia as a chip producer) is currently valuated as being bigger than the industrial revolution; anything below that is a significant disappointment. An example for easy math: AI could replace all informational labor, but if it can't also replace all manual labor, then that is a 50% loss; that's how big the level is. Where we're at now is AI being a loss leader and it being ambiguous if what it replaces are even due to the technology, or contractions in the tech industry. There is a valuation, but it is a significant disappointment, leading to nearly everyone selling.
That would entail treating private investment as a public interest (a main theory behind communism, btw), someone else devesting and winning while the "moral" investor gets entirely cucked and professionally ostracized, or they are legally disallowed (401k's, stock portfolios, etc) and must maximize revenue.
Aside from those, it could crash and no longer be "here to stay" in the same way social media could; as it stands, AI as a product exists due to dysfunction. An AI writing emails is useless if corporate culture stops being hyper-performative; an AI summarizing legal documents is useless if the law is simplified. And so on.
In any situation, the technology continues to exist.
I'm not opposed to believing in this, but I still haven't heard any actual rational for this outside of "I hate AI". AI is obviously here to stay, there's infrastructure for it being built on the daily, and I surmise most of this because I use it almost all the time now. not for like, my daily routine shit but at work I've been able to streamline a lot of mundane shit people don't want to do. What is actually supposed to burst and when are people going to stop using it?
I really don't understand this mentality. Did the internet disappear when the dotcom bubble burst? Did railroads disappear after that bubble burst? How about joint stock companies?
Why do you think an economic bubble popping means that the technology undergirding it disappears?
No, not yet. Let me know when:
- OpenAI declares bankruptcy
- Nvidia loses 50% of it's value
- RAM prices get back to normal levels
- web services remove AI functionalities en masse
- Sam Kikeman livestreams ACKing himself on X
- Musk is deported to South Africa
I do think a lot of the "bubble popping" theories are just wish-casting though. Every time tech takes a tumble people ask if the bubble is about to pop or is currently popping. As the saying goes, bears have predicted 47 of the last 3 economic crashes.
I'm not opposed to believing in this, but I still haven't heard any actual rational for this outside of "I hate AI". AI is obviously here to stay, there's infrastructure for it being built on the daily, and I surmise most of this because I use it almost all the time now. not for like, my daily routine shit but at work I've been able to streamline a lot of mundane shit people don't want to do. What is actually supposed to burst and when are people going to stop using it?
That's kinda the point. You have this apparently very useful thing that apparently can do literally anything. Curing cancer, finding the last digit of Pi, generating anime, controlling your toothbrush, spying on you, controlling what you can and can not say on the internet, revolutionizing industry and medicine and whatever other buzzword you wanna throw in here.. This great amazing thing that is so useful and awesome that we HAVE to throw billions of dollars into it every year. We HAVE to irrationally spend money building datacenters for it. We HAVE to completely fuck up the global consumer electronics market because these datacenters (that we HAVE to build) keep burning out said consumer electronics. We HAVE to jack up the electricity bills by 20% that people who live next to datacenters pay. We HAVE to jack up the water bills that people who live next to datacenters pay. We just HAVE to. We HAVE to do this all... why exactly?
I just think marginally streamlining white collar jobs so that some random wagie doesn't have to manually type in dates into excel and instead can have chatgpt do it for him. So his boss can scrape out a few more minutes of labor out of him before he clocks out is all that worthy of a payout with the amount of money that has been thrown into the AI pit. Especially considering the situation with ASML and China. These people are gambling with WW3 just so the greater populace at large can have a little app on their phone that they can ask for friday night dinner suggestions.
Anthropic's agents built a C compiler in Rust that can build the Linux kernel, apparently. Five figures expense in token costs.
I'm not saying it's good code or anything, but the number of individuals who could achieve this if given unlimited budget is quite small, and fewer could do it this cheaply. Please do not underestimate the impact this technology will have. The nightmare is far from over.
I sure hope so. The goal of AI is basically to make it so any uneducated dimwit can do any white collar labor, therefore making that labor worthless. That kind of future sounds like a hellscape. At best we can hope for UBI, which will be what exactly? A subsistence wage? The only people who gain from this shit are CEOs and people who get most their income from capital.
Even the trades will have to deal with a massive influx in competition from laid off white collar workers who choose to re-skill. There will be nothing left that pays well.
That's the future OpenAI, Anthropic, Microsoft, etc are trying to make happen.
