AI Bubble Burst - pop

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Curry Teafag dijo:
Come on, AI, please crash. 🙏
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FlipTopBox dijo:
Hope this means RAM will be cheap again soon.
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Not going to happen, not anytime soon at least. Minimum 5 years, all these companies and whatnot put all their eggs in this basket and they'll be damned if they're not going to make it last. Even when it does crash, we'll probably see (even more) economic turmoil, and given the equipment they're using probably isn't too compatible with a lot of consumer products, we won't see anything given out either. Best case for that specifically is that they're recycled, worst case they're dumped somewhere and no one is allowed to touch it.
Probably talking out my ass, just my 2 cents, I'm waiting for ram prices to drop and after light research it probably won't drop down for another 2-5 years after the bubble bursts. I read that all of Micron's memory was presold so that just supports my statement, probably made them an ungodly amount of money so no way in hell they'll go back to the consumer market anytime soon.
I hear Kioxia might focus on the dram market within the next decade, so there's that. Until then everything else plus memory, lol no we're fucked.
 
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Surprised I haven't seen it mentioned anywhere but this AI company spent $85 million on a Super Bowl ad slot, $70 million on the domain name and $15 million on the ad. Only for the site to buckle and crash under all of the incoming traffic:story:

AI.com's $85 million Super Bowl ad campaign falls foul as traffic crashes servers — the campaign allegedly cost $15 million for the ads, $70 million for the domain name​

News
By Luke James published February 9, 2026
Firm's CEO insists he had 'prepared for scale, but not for THIS.'
(Image credit: Future)
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AI.com bought its way onto the biggest advertising stage in the world on Sunday night, running a fourth-quarter Super Bowl ad spot that told tens of millions of sports fans worldwide to head to the site and create a handle. Hyped-up viewers arrived in droves, and then the site crashed.

Within minutes of the ad airing, users across social platforms reported that AI.com was either unreachable or stuck in failed sign-up loops, turning what was meant to be the site’s big launch moment into an unexpected stress test that failed right before the eyes of millions. The company soon restored its service, but first impressions count.

In a post on X.com, co-founder and CEO Kris Marszalek, best known as the CEO of Crypto.com, said that the company had “prepared for scale, but not for THIS,” later attributing the disruption to external factors outside the company’s control. Marszalek later wrote that the website was “hitting Google rate limits (which are at their absolute global maximum).”

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That excuse might sound like your typical tech bro attempt to pass the buck to somebody else, but there’s some plausibility to his claim given how AI.com’s onboarding works. At launch, the site funnels new users through a single “continue with Google” authentication option. Once millions of users suddenly arrived and began attempting to create their AI agents, Google may have begun throttling requests, effectively making the site unusable.

For a company that reportedly spent $70 million to secure the AI.com domain — a level of investment that suggests it’s a business that wants to establish itself as a foundational platform — it’s arguably inexcusable for its first mass-market test to expose a launch stack that had zero redundancy or meaningful margin for error. When the single point of failure gave way in the form of throttled Google authentication requests, it was lights out.

AI.com is selling itself as a way to create personal AI agents that can execute tasks across apps and operate with verifying levels of access depending on subscription tier. That’s an ambitious promise, and that ultimately falls flat when the company behind it can’t even get the basics like user authentication squared away right out of the gate.

According to Adweek, AI accounted for 23% of ads shown during this year’s Super Bowl — a grim statistic for those of us who are fed up with the force-feeding.
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Cuckflare moment:smug:
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Running an ad campaign for a site before even checking to see if the site can handle the traffic in the first place is just *chefs kiss* pure AI tulip mania kino. It perfectly encapsulates the way these companies function. Not unlike how a lot of AI companies buy out cheap, flat, fertile farmland from poor farmers in the midwest to build their datacenters on without any regard if the local rural electrical infrastructure can even support the center.
 
Thing is, it's not going to burst as much as just be a slow puncture that nobody notices until it's too late, because all these tech companies are basically Maarxists in disguise.

And I don't mean that in the brain damaged MaRxIsM!1 way you guys usually do.

I mean, these guys are fully on board with a Labor Theory of Value- Work is being done, therefore value must be getting generated. It doesn't matter how arbitrary, pointless, or in demand said work is, they just believe as long as it is happening, line is going to keep going up.
 
Nick Wilde dijo:
Thing is, it's not going to burst as much as just be a slow puncture that nobody notices until it's too late, because all these tech companies are basically Maarxists
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I agree that it will play out like that, but not because of rampant Marxism in tech company leadership, but because of capitalism. To be more specific, the bubble will be allowed to deflate only after The Right People have acquired a net short position on everything that will collapse in value, which they haven't yet.
 
cigint dijo:
I agree that it will play out like that, but not because of rampant Marxism in tech company leadership, but because of capitalism. To be more specific, the bubble will be allowed to deflate only after The Right People have acquired a net short position on everything that will collapse in value, which they haven't yet.
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We basically agree. I was being pretty heavily facetious, but also speaking in an economic sense and not the ideological sense. The CEOs of these companies definitely wouldn't call themselves Marxists but they are vindicating the analysis of economic principles Marx stipulated, and his criticisms of capitalism.
 
I have noticed the prices for AI stuff seems to be going up. that chinese AI video tool everyone is seeing is asking for $50 a month to use, if that's the price even when you know its probably a break even or loss leader, imagine how much that shit actually costs. I don't know many people who are willing to drop that much for a couple minutes of video a month either. the prices they're asking for are trickling up. i wouldn't be surprise if the bubble burst just based on how much these places are having to charge because its not like this tech is getting less expensive or cheaper. Even if it doesn't collapse the amount of jobs lost to AI means most of society is fucked anyways.
 
People need to the grasp the difference between the fact that there is a real, undeniable bubble *in* AI, and AI itself being a bubble. This technology has far too many real, useful applications for it to just disappear because a few companies lose some money, from genuine scientific research to fucking around making shit posts, it is here and is not going away. Just from screwing around with ComfyUI over christmas, I have several diffusion models on my hard drive right now - openai could go bust and Sam Altman throw himself off a roof tomorrow, that shit will still be fully useable on my computer.
 
April Ryan dijo:
This technology has far too many real, useful applications for it to just disappear
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Nobody thinks the technology will disappear. A bubble in AI means the same as the dotcom bubble: people are buying up companies at heavily inflated valuations and investing in massive infrastructure without a clear path to what useful service is going to be provided or how to make people pay for it.

The internet didn't disappear as a technology because the dotcom bubble burst. It just took a while for people to realize what is the actual economy that is going to be built on top of the internet, and the same will be true of AI. OpenAI isn't the Google of AI, it's the altavista of AI. You can still become the Google of AI, if you come up with the right idea now.
 
cigint dijo:
The internet didn't disappear as a technology because the dotcom bubble burst. It just took a while for people to realize what is the actual economy that is going to be built on top of the internet,
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exactly. Microsoft took 16 years to beat its 1999 high, and tech as a whole took roughly the same amount of time. although if you only look at the dotcom bubble through the rise of PCs i bet you could make the argument that it never bounced back. it took the utility of a 4g smartphones and ipads to really make being "very online" in the way 1999 people predicted for those valuations to make sense.

but as it stands once the bubble bursts the tech will be in a lost generation for awhile. the only industries i can really see it being able to crush are media and entertainment where unions have made shit hilariously expensive. Rob Lowe even mentioned it was cheaper to fly an entire american audience internationally and have them stay in luxury hotels while they shot the season in some cheap european country because union costs have skyrocketed.

a lot of low level jobs like the ones on fivrr will be easily done by AI now too. robot taxis are making a big breakthrough this year and that will be another W for AI but the "bubble" is going to burst and it won't be the luddite wet dream people are expecting. it will look more like how uber, airbnb, and doordash went from cheap and useable to overly expensive but enough assholes using it despite higher costs and lower quality of service. as much as people bitch about AI, its still a trillion dollar industry.
 
Pattern Juggler dijo:
Google and Amazon are both borrowing squllions to build data centers. There's no way they'll get enough ROI to pay it all back.
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They have to be in the game to keep their other divisions relevant.

Open AI and a couple of companies selling services based on it are fucked because their model is retarded now that they use reddit to train it.

Mechahitler will survive.
 
cigint dijo:
Nobody thinks the technology will disappear. A bubble in AI means the same as the dotcom bubble: people are buying up companies at heavily inflated valuations and investing in massive infrastructure without a clear path to what useful service is going to be provided or how to make people pay for it.

The internet didn't disappear as a technology because the dotcom bubble burst. It just took a while for people to realize what is the actual economy that is going to be built on top of the internet, and the same will be true of AI. OpenAI isn't the Google of AI, it's the altavista of AI. You can still become the Google of AI, if you come up with the right idea now.
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Ooh let's play-

Yahoo- Gemini
AOL- OpenAI
Lycos- ?
AskJeeves- ?
Pattern Juggler dijo:
Google and Amazon are both borrowing squllions to build data centers. There's no way they'll get enough ROI to pay it all back.
https://youtube.com/watch?v=BxDjTZzN_vw
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I think we're reaching a point of the cyberpunk anime dystopia timeline where the corporations try the same trick as governments. They think they can just borrow, borrow, borrow, and basically never pay it off but magic it away via inflation. Once that house of cards becomes precarious enough, they will effectively be governments, because trying to call in the payments means collapsing entire national economies.
 
analrapist dijo:
"The AI bubble is popping!" LOL NO U. Wishful thinking.

Meanwhile at Anthropic: https://www.anthropic.com/engineering/building-c-compiler


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.
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Wanted to talk about this when I first read it, as a lot of red flags already popped up just reading the article, but decided not to sense it was a massive multi paragraph sperg out, but it came back into my mind so i'll just drop four things:

A) GCC is open source, so the AI already has a starting point.
B) They literally designed the compiler by USING GCC in combination with the newly built one because it couldn't handle doing things on it own, babying it until it could spread its wings, except it didn't and was far worst than GCC.
C) What they ended up with was something that could "compile" the linux kernel, but it couldnt run due to missing 16 bit support (it calls gcc to handle that)
D) The first real issue on the project was the fact it couldn't even compile the hello world example provided into the documentation due to a missing linker. Everything else seems to be AI generated slop written by one person.

Ultimately this is like saying the special ed kid finished school just like normal kids, except he was put into special ed, failed those classes, and had the teacher themselves come in to do the work for them, and still barely managed to "pass".

You fell for hype, and will probably fall for hype again when another AI company makes a retarded hit piece to save their companies stocks.

cigint dijo:
You can still become the Google of AI, if you come up with the right idea now.
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As much as I would hate to say it, Meta is probably the Google of AI, in the sense of earlier Google, building smaller open weight models that can run on consumer hardware rather than datacenters. Even the smaller LLAMA 3.2 3B perameter model is good enough if your using it with a web search api, or just want to run a local personal assistant to keep tabs of things.
 
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