>>108053230
its in line with economists' projections
yesterday we had a mildly interesting thread about a youtube economist going into the weeds of things, finance-wise
this was one of his key objections-
the projected datacenters didnt even have financement yet

i suppose they were waiting for investors to contribute

on another note-
>4x the investment
>shatbots didnt appreciably improve
yeah, issa bubbel

oracle just had another 5bn round
and it was oversubscribed
lmao
no brakes on this train baybee

>>108053287
>didnt appreciably improve
imagine being so dumb you actually think this

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>>108053353
>the improvement
yeah, nah. ure retarded

news papers should start using the AI STORM term

>>108053406
thats a weird way of spelling "ai bubble"

>>108053230
Not to worry, the taxpayer will bail them out

Any day now, 2 more weeks it'll go away for real!!!

>>108053353
there was no improvement. and even if there were some, its about a negative 50 fold improvement needed to justify the price point and lack of immediate application. what the fuck are we doing here little faggot? coping? for what? the money is running out way faster than your cope will.

>>108053230
Can't wait for this bubble to pop so I can watch retarded shareholders and techbros collectively livestream their suicides
Imagine investing additional hundreds of billions for the fourth year in a row into an industry that still has no way of generating revenue, while costing a fortune to maintain

all of those datacenters will be repurposed for crypto mining after the ai bubble pops

>>108053535
kek
>it will never do hands right!
artcels btfo
>it will never do videos!
videofags btfo
>it will never do videogames
developers btfo
>it will never learn to code!
non vibe coders btfo
etc.
I could do this for basically under job performed on a pc, and we're still in its infancy.
it has been growing exponentially for the last 3 years, by the end of 2030 it will unimaginably powerful, way beyond what anybody can imagine right now.
this isn't fantasy, this is the only sane prediction one could make if one wasn't intellectually dishonest.

>>108053230
zzzzzzzzzzzz

>>108053287
>yeah, issa bubbel
What's gonna happen to component prices?

>>108053589
They will be repurposed to stream video games. GPUs and CPUs will only get bigger and bigger from now on because moores law is dead and most people won't be able to afford local compute at all.

>>108053625
Meanwhile in reality, there are no AI-generated movies or games anyone gives a fuck about and the world is just waiting for the technical debt disaster once the poor maintainability of AI-contaminated codebases becomes apparent

>>108053230
>thought it would change the world
>gooner incels just make graphic anime porn with it
kek, gg no re

>>108053230
(you) will pay for it.

>>108053708
>GPUs and CPUs will only get bigger and bigger from now on because moores law is dead
Absolute state of /g/ lmao

>>108053625
>it has been growing exponentially for the last 3 years, by the end of 2030 it will unimaginably powerful
If what you say is true, what will you do when AI comes for you?
Accountants, dock workers, and taxi drivers are next on the chopping block.
Do you just goon to AI generated porn all day?

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>>108053806

>>108053666
good question
depends on palantir and how much compute do they need for their governance tech projects
depends on the consumergroids, and the adoption rate of cloud computing
and if the datacenters are underutilized you can be sure cloud computing will become very cheap very quickly

manufacturers will push back against lowering prices
so they can maintain artificially inflated prices for a while
now- chyna.
they can sell cheap shit, but if theres 300% tariffs imposed onto it, then it wont be as cheap anymore

if tariffs are in place consumers will just not have the choice but buy at overinflated prices
and then either they dont buy and use cloud compute - producers win
or they buy at overinflated prices - and producers win anyways

best case, realistic scenario- no traiffs, producers have to compete with chinks, price discovery kicks in, prices go down to 200-150% depending on consumergroids' eagerness to upgrood

theres also the possibility that taxpayer funds will be channeled into the bubble and usa will become a turboshithole even more supercharged as it already is

>>108053625
>>it will never do hands right!
Still doesn't.

>>108053865
This. Also vaginas become nightmare fuel.

>>108053535
>there was no improvement. and even if there were some
how can you type this with a straight face lmao

But who are lending them money?
Where does the money come from?
I'm too low IQ to understand this, can anyone explain it to me?

>>108054064
https://en.wikipedia.org/wiki/List_of_private_equity_firms
+ things like sovereign wealth funds

a lot of the borrowing doesn't even show up on their balance sheets
a lot of the borrowing isn't even done by the companies themselves, but by special purpose vehicles

>>108054064
from the looks of it, bonds.
thats what issuing debt usually means

boiled down to essentials, it looks like this:
they make a paper with a promise:
>we'll pay you back what you gave us after one year, with 5% extra
then they sell said paper. and after one year theyre supposed to pay back the worth of the paper + said 5% extra

basically an iou, but with a fancy name

>It's a bubble
you faggots STILL haven't read the EOs where they made it the law of the land to fund this shit with US tax payer money have you?

That's how the debt machine works. Fed money printer go brrr and treasury gets robbed. The millions of working Americans paying taxes give the Government debt free loan.

The money isn't real you dumb faggots. They're building out a security state. There is no "bubble". Wake the fuck up.

>>108053230
Surely this will have no future consequences on the economy and the (remnants of the) middle class.

>>108054213
>implying we still need an economy or a middle class
My guess is that soon enough we're going to be trading bullets instead anyway.

>>108054144
Executive orders aren't laws, they're administrative directives. They can be challenged in court, overridden by Congress, or simply cancelled when there's a change in administration. They can even be changed by the president who issued them if he has a mood swing.

>>108054364
They are law. You're operating under the assumption that the three branches of Government are still working as intended. They're building this shit out and the last two presidents have passed multiple EOs that have stacked on top of each other to push the same agenda.

Stop watching the mainstream news and read the actual shit being passed by the president via EOs and Congress. I swear you people are so ill informed it's amazing.

>>108054379
>You're operating under the assumption that the three branches of Government are still working as intended.
And yet the executive had to release a couple million new Epstein files they likely didn't want to release. Where was Trump's executive order to prevent it?

>>108053859
>theres also the possibility that taxpayer funds will be channeled into the bubble
That's been happening for a while and it's called "national defense", son.
> and usa will become a turboshithole even more supercharged as it already is
That is on full display. Everybody here has first row tickets to the freak show and the moshpit is getting bigger .

>>108054401
>And yet the executive had to release a couple million new Epstein files they likely didn't want to release.
Wew you're so brainwashed by MSM you think this is of any importance and they're not releasing this shit on purpose as part of Operation Chaos.

I guess it's true you can lead a normalfag to truth but you can't make him accept it.

Full security state by 2030 powered by data centers with nuclear power generation onsite. Enjoy what's left of your "freedom" while it lasts idiot.

>>108054426
I will, thank you
2 more weeks schizanon

>>108053230
Who are the creditors though?
That's how you make the real money from this.

>>108054451
>muh 2 weeks meme
Yeah. Like the "schizos" haven't been right about everything since the 1990s.

>>108054464
THEY DON'T CARE ABOUT MONEY. IT'S FUCKING PAPER.

>>108054467
>everything
I'm pretty sure Epstein wasn't a lizard.

>>108053230
only 300 billion? I thought AI was going to fix US debt, which is in the trillions.
get those numbers higher!

>>108054484
Yeah right. Everyone that tried to warn you was a flat earth shizo pushing controlled op theories about lizard people.

>>108054467
>THEY DON'T CARE ABOUT MONEY. IT'S FUCKING PAPER.
Eventually you have to post collateral and if you don't have it then the whole thing gets called.

Yeah it's all paper, it always has been. Even before America was a country we were all just writing people IOUs. At the end of the day the papers mean things though. People stop taking your IOUs if you only ever write them.

So who are the creditors? Opendoor is finally blowing up (if you're a shareholder, thanks for paying for my yacht's new gelcoat btw) and I need a new company to short sell.

>>108054504
So it's not "everything" anymore?
>goalpost-moving
>autistic screeching

>>108054516
>eventually the debt gets called
and guess who pays it? The common man. Guess what he gives up: His land and everything he owns.

Meanwhile the rich people with more fun tickets than you laugh and just print new ones and the process starts all over.

>>108054539
Alright you're either too much of an idiot to continue discussion with or a glow nigger. Either way I'm not wasting my time with your attempt to distract from my greater point.

Full security state by 2030. Just like all the fags at the WEF have been saying for years. If you bothered to actually listen to what these people say you'd know this already. Just like if you bothered to read the actual bills and EOs on the .gov websites you wouldn't be here pushing retarded MSM deflection talking points.

I don't care about some bullshit glow niggers have said over the years in an attempt to shit up the research actual honest people have been doing. Yes we were right about everything for the last 20 years. It's really too bad you were so dumb you fell for the retards that show up to ever actual discussion posting BS in an attempt to make actual discussion look retarded by association.

>>108054561
>I'm not wasting my time with your attempt to distract from my greater point.
OK, schizo.

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>>108054568
Reminder glow niggers pay dumb faggots like the one I'm replying to to sit in a pod all day to shit up this board and everywhere else on the web.

Look up Department of Defense Interactive internet activities program. Here is the .pdf file I got directly from a .gov website: https://files.catbox.moe/bhpmsy.pdf

Here is a helpful guide to spot them in the wild. You'll notice this faggot has been doing everything that is listed in this guide from the moment I brought up the multiple EOs funding the data center build out for AI: https://cryptome.org/2012/07/gent-forum-spies.htm

>>108054379
Why even bother with executive orders if we're living in the dictatorship you're fantasizing about? Your post is a conversation terminator. You've erected a fantasy that leaves no room for discussion because everything is proof of your conspiracy being correct. Anything that refutes it is by definition wrong because you are the single source of truth. Why do you even bother with discourse when you know everything and reality conforms to your head canon? Seriously, what do you expect to get out of this conversation? If you're so sure the world is under the control system you have in your head, why are you here trying to get external validation? Sounds like you know you're full of shit and are so insecure about it, your only goal is to hopefully find someone, anyone, who agrees with you on something, so you don't feel like the complete loser you know yourself to be.

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>>108054605
and here comes the teammate

>>108054539
Learn sarcasm, retard

Here is a helpful propaganda .gov website that links to most of the EOs.

https://www.ai.gov/

Have fun wading through the legalese because they all reference other EOs. Many signed by Biden. Where funding as allocated for stuff like the massive fiber and cell tower build outs starting in 2020 that pushed more broadband into rural areas. Which was required for stuff they're deploying now like flok cameras and license plate readers.

Don't forget about the massive push by "private companies" like Wal-Mart. Where you can no longer go into the store without being analyzed the entire time by AI powered software and having your face constantly scanned at the self checkout lines. Which are the only lines you can use because they never have any staff at the 30+ old school check out lines.

I also encourage you to watch the richfags faggy meetings. Like the recent WEF conference where they talk openly about working in lock step with each other and repeat the "by 2030" goal over and over again. They've been repeating 2030 as their goal for the last 20 years or so that I've been paying attention. All the while we've had retards like the ones above claiming anyone that notice what's happening is crazy and believes in lizard people.

There is still a chance to revolt against this stuff but the window of time is closing fast.

>>108054623
>sarcasm
Sure:
>>108054561
>>108054592
Totally sarcasm.

>>108054690
I would rather the NSA stop it's illegal mass surveillance but I also wish there'd be no more wars and jesus would come back

SpaceX's going IPO is going to be another nail in AI's coffin, especially if stock drops few days after going public

>>108053625
>chatgpt subscription plans with ads
kek. They're not profitable. Enjoy while shits last.

>>108053589
crypto is already in the shitter, why the fuck would it go up

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>>108053230
>overvalued bullshit
who's fucking fault is that
and why is the public being gaslit over this

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>>108053230
...and that's a good thing. All that infra ain't gonna built itself for free my child.

AYY LMAO
You'll pay for all that golem, plus tip.

>>108053230
>google has to borrow money
>everything is gonna crash because of this, it's not sustainable
Yeah sure bud. They are just doing it because they can get more free money.

What’s even the use case for AI? To produce dogshit images made from recycled artwork? So Indians can make slop videos to trick boomers with? To produce code so atrocious it rendered windows unusable? That’s the issue with this AI shit, people keep acting like it’s gonna change the world but all the applications have been pointless at best or destructive at worst. It’s like the dotcom bubble from back in the day crossed with beanie babies. I have no idea how this is gonna pan out but I know for sure it won’t be pretty.

>>108056427
>What’s even the use case for AI?
How many times do we have to tell you it's for the security state. That's why it was developed. That's why it's being widely deployed.

The entire point of it is to grep through the vast amounts of data you've posted over the years because you got trained to shit out every little thought you have and broadcast it for the world to see. They're using it to grep through that and all the data they're harvesting from security cameras and all the open microphones they've tricked normalfags into buying and carrying with them (and installing into their homes).

Hope you haven't committed any wrong-think.

>>108056427
vibe living

>>108056427
As the anon above stated, a security state and moderating/controlling content and context online. The AGI chase is just a smokescreen to make it lightly palatable and get the private sector grift/ball rolling.

The end goal is that if you express any amount of wrongthink online you'll be auto-banned (This already can happen on discord/twitter, expect it to roll out to everything as soon as they have the compute and capability)

>>108053589
Incorrect they will be scooped up by private credit, the ones who financed all these loans.
If you thought you had heard enough about private equity, get ready to hear a lot about private credit in the coming years.

>>108053230
based basefdb asesd based vbasevbaased ACCELERATE

>>108053353
>imagine being so dumb you actually think this
i like how even altman had to say that AGI is a lie he made up yet retarded shitbrains on /g/ still think models will be at any of the benchmarks they promised back in 2024 even in the next four years.

literally
if you want the dumbest suckers in the world, visit 4chan. AGI in two weeks? months? years? whatever, libs owned.

>>108053625
>unimaginably powerful chatbot
k

>>108053589
>>108056635
this poster >>108056458 is right
Palantir is the end goal, once all of these companies go bust, they aren't going to crypto or to equity. instead, the US Government will bail it out (You voted for this) and get all those datacenters for itself. Then the real fun begins as we start living in the pre-crime era where all of the data all of these smart devices have been gathering on us begin to be trained on AI to predict our entire criminal score. Then we start living in the end times where we get Chinese social credit on steroids, cleverly hidden by "remember, it's a private company and can do whatever it wants even if we give it government data and use it for government police action". You'll wish you moved to North Korea, then.

>>108054064
Private credit
Basically they fill the niche of loans that are too risky for traditional banks, but are too big in scale to be handled by minor high risk creditors.
Reminder those loans are only too risky for traditional banking because they trip red flags that were setup in the aftermath of 2008. Surely that’s not foreshadowing anything.

>>108053625
>>it will never do hands right!
It still fucks up hands.
>it will never do videos!
The videos are where it fucks up limbs and appendages the most.
>it will never do videogames
It still can't. Unless you enjoy jeet-walking-around-in-empty-parking-lot sim.
>it will never learn to code!
Which it can't.

awesome
i'm glad we're dumping the entire US economy into this

>>108056676
I'm so happy we got rid of all those pesky regulations to keep bubbles and price gouging like this from happening

thanks Bush
thanks Reagan
thanks Clinton

all for the glory of the chosen ones of Galilee

>>108056668
Maybe it ultimately ends up in the hands of the government but the ink on the paper says the immediate recipient of the data centers or land is going to be private credit.
What private credit does with it is anyones guess, even you could be right.

>>108053287
Because it's speculation and the investors are betting on positive outcome of something what does not exist.
With housing market they were able to use normal people's loans as templates but with AI it's nothing but.

>>108056764
Normal people's economy was and is tied to properties and banks. AI? Bunch of horse shit outside of surveillance and military applications.

>>108056668
The US tax payers are already funding all these "private company" datacenters they're building. In 2020 they made a new policy to take tax payer money to build out fiber and high speed wireless in rural areas. That's why all the new cell towers and fiber drops went up nationwide in early part of 2020 into 2021. They extended that to fund the data centers the first day of Trump's second term.

The only reason I have fiber internet in the middle of fucking nowhere is because they needed even the people in the sticks to have access so they could quickly gather data from shit like ring and flok cameras. Meanwhile, Palantir "went public" and its stock has been going to the moon since then despite the fact that the CIA founded company had been operating for years before that without being listed on the stock market.

They're robbing the treasury and normalfags are paying for their own enslavement through taxes. It's really an amazing scam of a system when you step back and look at how it's being operated. Don't even get me started on "bail-ins".

>>108056742
All these "private" tech companies have always been glow nigger creations anon. They use the "private company" shield so they don't have to follow the law. If a "private company" "owns" something then you don't have to follow those pesky rights the citizens are supposed to have like "free speech".

Even the term "citizen" doesn't mean what you think it does. Considering it didn't exist before the end of the US Civil War and the amendment that created the concept of "US Citizen" didn't free the slaves. Instead it made everyone a slave.

>>108056668
>Vibe policing

>>108053230
I like playing with generative AI... but these people do know it doesn't make any money or do anything for the average person, right?

I can't believe we are watching a technology that is the digital equivalent of the fucking wheel in its infancy, you can already tell this is a societal gamechanger and retards on /g/, 4chan's technology board turn into the equivalent of people who 150 years ago would protest against water mains because its le satanic and you can just bring water in a bucket.

Why do I spend time here again

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>>108054467 paper can be exchanged for goods and services

>>108056834
>If you don't like the coming security state and living in 15 minute prison cities you're a luddite
Only a glow nigger or a retarded porn addicted faggot would post something like this. Well those and scamming pajeets.

Also dear tripfag: You should kill yourself and I'm never responding to you. Thanks.

>>108056834
That's what they said about television. Initial worry was that people would stop reading books and writing but that has been partly true.
However if you had spent 2 months with a local AI you would be allergic to most llms. The big boy models aren't that different. They are more like toys what consume shitloads of electricity.
For database analysis its their wet dream though

>>108056834
Okay gooner

>>108056774
I feel like the whole shitstorm with ICE is just a distraction from this. As in if people don't get angry at the fact they have effectively robbed the US treasury, the Dems will just continue it when its their turn.

>>108056834
>Why do I spend time here again
It's the only place to find other retards like you who can speak english. the only people who think of it as the Wheel or E = MC^2 + AI are jeets who are one generation removed from eating cow shit from fields for subsistence.

You can leave and go be with saaars anytime.

>>108057022
Imagine the butthurt in India once their scam call centers are fully automated with LLMs.

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whatever the outcome, the common man will suffer, like he always has

Agentic AI is improving exponentially. I barely write code anymore. Even the mistakes can be fixed by prompting it to fix its own mistakes. This board is full of idiots and NEETs.

>>108053625
>this isn't X, it's Y
AItroon consumes so much AI slop that he types like a chatbot. Sad.

>>108056873
>They are more like toys what consume shitloads of electricity.
The inference doesn't consume that much electricity. Almost anything the AI does ends up being more efficient in terms of energy use than if I had to do it manually.

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>dear me
:^>

>>108057173
>doesn't post code
>probably because he's ashamed of it
You're like an open book.

>>108054064
insurance firms take your insurance premiums and invest them, pension funds take your pension savings and invest them.

And? Their market caps are increasing rapidly, they can afford to borrow, leveraging pays off in fast paced development.

>>108056834
how has AI improved life for the average person exactly?
it made the internet much worse, it made the job market more annoying, it made RAM 4x the price, it made electricity more expensive, it generates waste just to create slop and write corporate emails, it threatens to bring down the economy if they can't find a way to make it profitable

people don't want this shit because it makes their lives worse. fantasies of "le AGI, just two more weeks guys" haven't manifested and no one really believes in them anymore

schrodinger's ai
no one wants it
no one uses it
there are no use cases at all
but it's getting used so much it's making power bills go up

>>108053230
imagine if humanity put this kind of investment in things that will actually improve our lives. like curing cancer or developing unlimited energy

>>108057670
that one ycombinator guy is producing 15k lines of code A DAY
we are getting left behind in lines of code!! gotta get those prompting numbers up up anon

individuals are only writing 15k lines of working code a day
you could do that with gpt 3.5
there have been zero improvements and zero use cases found
i am very smart

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The "gig economy" companies, Uber, DoorDash, Lyft, Airbnb, accumulated billions in debt, too, before turning a profit. Uber, the outlier, went as high as 30B. Today the economy is bigger and of course the debt has its own scale, but I don't think we are in some uncharted territory. The only difference is that fixed base cost is vastly higher due to infrastructure/data centers costs.

What is the endgame here? Just collapse the economy for shits and giggles? I don't get it.

>>108056427
parsing palantir surveillance data

>>108057756
>is brown
>defends ai
like clockwork

>>108056651
He didn’t invent the idea, he also didn’t discredit it just said sorry that GPT 5.2 was a disappointment.
>Biggest suckers are on 4chan
Try Reddit r/singularity. Everywhere else it’s people saying how it will pop in two weeks.

>>108057756
Ok, but the AI sector is much bigger then anything else, only comparable in scale to big pharma. If Uber goes bust 30 billion get lost, if AI goes bust 10 trillion go bust. This is much worse then the com bubble.

>>108057790
I think they're hoping they can bullshit investors long enough to come up with a way to make this all profitable
probably also hoping to get government bailouts if it doesn't pan out, they think they are too big to fail because their failure would be too catastrophic for the economy

>>108058064
Before LLMs became a big thing OpenAIs official plan to profitability was to make superhuman AI, and ask it how to make profit, and until they reach this Hichikers guide joke they will just coast off of investors

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>do another round of borrowing
>default risk actually goes down
stay poor, retards
we're going to the singularity

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>>108053589
chikkens, eggs - there isn't power availability to operate even a quarter of the 'proposed' datacenters in the first place and no-one wants electricity wars. US is (genuinely and honestly) not competing with the chinks when it comes to spare electrical generation capacity for nonsense like crypto or cat video production. US *could have* chosen a generation specialty and went to town, nuclear, solar, whatever. It did none of that and sorting these basic requirements out would take decades, assuming anyone even possessed the political will to start.

>>108058222
>It did none of that and sorting these basic requirements out would take decades
Could've made it a little bit less blatant chairman.

>>108058222
utilities have committed to connecting 110GW of additional power in the us by 2030 lol you have no idea what you're talking about