It’s inevitable that the A.I bubble will burst

the bossman

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I just watched this earlier. I was always curious about all the money that you see being dumped into A.I but there isn't a viable product on the market. Add in competition and the cost for A.I tokens has plummeted significantly... But the cost for the infrastructure and maintaining these systems has only ticked upwards. It's literally waiting on investors to finally pull out funds and the entire market will collapse on itself.
Very unlikely to happen. these aren't some fragile VC investors looking for their quick 10x. The biggest players are the multi-billion dollar big tech companies with lots of cash flow from other parts of their businesses. And they're all racing to build out infrastructure for their business. this is nothing like dot-com

Demand in enterprise space is booming and Anthropic is doing double digit billions in revenue, so 'there isn't a viable product' really isn't true either.

no doubt some startups like OpenAI could get gobbled up if they flounder. but the big tech players aren't going anywhere
 

Kenny West

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Very unlikely to happen. these aren't some fragile VC investors looking for their quick 10x. The biggest players are the multi-billion dollar big tech companies with lots of cash flow from other parts of their businesses. And they're all racing to build out infrastructure for their business. this is nothing like dot-com

Demand in enterprise space is booming and Anthropic is doing double digit billions in revenue, so 'there isn't a viable product' really isn't true either.

no doubt some startups like OpenAI could get gobbled up if they flounder. but the big tech players aren't going anywhere
All reading this thread tells me is that we're still early
 

Scaaar

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Very unlikely to happen. these aren't some fragile VC investors looking for their quick 10x. The biggest players are the multi-billion dollar big tech companies with lots of cash flow from other parts of their businesses. And they're all racing to build out infrastructure for their business. this is nothing like dot-com

Demand in enterprise space is booming and Anthropic is doing double digit billions in revenue, so 'there isn't a viable product' really isn't true either.

no doubt some startups like OpenAI could get gobbled up if they flounder. but the big tech players aren't going anywhere
Even if these are the biggest players you think they're going to want to continually invest hundreds of billions of dollars without any return on that investment? There still hasn't been any viable revenue streams that have come from A.I.
 

the bossman

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Even if these are the biggest players you think they're going to want to continually invest hundreds of billions of dollars without any return on that investment? There still hasn't been any viable revenue streams that have come from A.I.
All this shyt you're seeing right now is just laying down the railroads. These companies don't continue to invest at this scale without there being big demand. AWS built out all their infrastructure for years before the returns were obvious. People saw it as them wasting money with no returns in the beginning.

If at this point you still think there are no viable revenue streams then you probably aren't paying attention. You can easily google a simple question in two seconds - 'are there any viable revenue streams that have come from AI?'
 

Scaaar

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All this shyt you're seeing right now is just laying down the railroads. These companies don't continue to invest at this scale without there being big demand. AWS built out all their infrastructure for years before the returns were obvious. People saw it as them wasting money with no returns in the beginning.

If at this point you still think there are no viable revenue streams then you probably aren't paying attention. You can easily google a simple question in two seconds - 'are there any viable revenue streams that have come from AI?'
70 percent of OPEN AIs revenue comes directly from subscriptions which are paltry compared to the amount of money that's being burned monthly isn't adding up. the fact that a majority of these companies have been called out for manipulating the depreciation of the GPUs to cook their books on how much they're actually losing. Add to the fact that Nvidia and Open AI are just investing into each other in a circular manner where it's hard to tell where the money is actually being sent. Google, Microsoft, and the other big players can sustain for a bit longer. But investors want to see a return eventually. AI is viable but it is grossly overvalued at the moment from a stock perspective.

The question everyone in AI asking: How long before a GPU depreciates? https://share.google/lG4FSkFdkGOW17S4y
 

hostsamurai

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People thought the housing bubble would eventually pop and house prices would become sane well over a decade ago. If the powers that be want to ensure the housing bubble won't pop due to voters striking back, the fact housing prices affect pension funds or that most lawmakers own multiple homes I don't see why the government would let the AI bubble pop.

I don't think people understand how much of a gamechanger AGI is.

If China creates an AGI before everyone else they will create an asymmetric technological gap that likely cannot be closed. Developing AI safely is a massive national security concern, almost at the level of climate change.
 

fifth column

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Even if these are the biggest players you think they're going to want to continually invest hundreds of billions of dollars without any return on that investment? There still hasn't been any viable revenue streams that have come from A.I.
Google is :manny:
 

King_Sage

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Why people keep saying companies aren't seeing ROI from AI. They are, and will continue to rise. companies that are last to the party will go under, thats incentive enough.
 

Diondon

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Somewhere tropic...
I'm so over AI at this point
the huge demand for chips, RAM causing massive price increases and shortages in consumer electronics
and all its used for it goofing around on the internet
 

ChatGPT-5

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I'm so over AI at this point
the huge demand for chips, RAM causing massive price increases and shortages in consumer electronics
and all its used for it goofing around on the internet


this video was probably done in 2 hours, prompter/editor got paid $500


entertainment industry is about to save a fortune.
 
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