AI is a bubble
I sure hope not. My image generator subscription is the joy of my life. If this turns out to be an unsustainable business model and they all go bust I unironically think I will kill myself. It's crazy to think not too long ago I was paying whores on OF and stalking IG profiles but now I can literally create whatever I want with a simple prompt. Life before AI just seems like a distant memory.
>>61004192>I was paying whores on OFYou should kill yourself now.
>>61004198It's like paying prostituted minus the STD. It's a safer version of something people have been doing for thousands of years. Chill.
>>61004200>paying and not even having sexI've done neither. But I won't chill. You should find a bus and walk in front of it.Loser simp scum.
>>61004212Sex without love is the same as masturbation. Paying for sex is no different from paying for material that makes masturbation more intense.
>>61004192>it's crazy that i was looking at real porn and now i look at fake pornend times
>>61004159and that bubbles name...benjamin ghazi
>>61004192I use AI to generate degenerate soft porn and to calm my anxiety, it also helps me think. At the time I put my creations on DeviantArt and I earned a little money but they started to censor me for no good reason and I stopped. Soon you will be able to get a sex robot that runs on remote AI, a dream for me.
>>61004521Which one are you using?
>>61004159it isn't. you have no fucking idea what is coming.
>>61004159Even my boomer dad is saying AI is a bubble.
>>61004192Anon, you can gen 30 pictures per minute on a 5080 for free and no one will ever take it from you
>>61004159Everybody thinks AI is in a bubble
>>61004521Wan 2.2, Llama etc I have several models. For videos it's Wan
>>61004587How large are high-quality image generation models? How much vram is necessary?
>>61004159It has obvious use cases, is constantly developing and will be integral component in civilized western countries in the future. Much like weaponry. And much like armament wether it'll be a positive development for humanity or not is to be determined later.
>>61004604Still ~6.5gb so almost any card will do
>>61004625It depends on what you classify under AI. By far the biggest sector in AI are chatbots and those have the fewest actual use cases. Writing slop code is the main business use-case but it's questionable whether this even saves you money in the long term thanks to increased technical debt, not to mention coding assistants would have to be like 10x more expensive for AI companies to actually be profitable. At that point it would be cheaper to just outsource it to India and you'd get similar code quality.Image, music, and video gen have use cases but questionable market fit if it were done at cost instead of very heavily subsidised by VC funding.There are other uses for ML that were profitable before the AI bubble and will remain profitable after. Stuff like alphafold or various cybersecurity applications. Computer vision has seen some pretty big advancements but it was a growing sector even before chatGPT kickstarted the AI bubble.Overall I expect the big LLM providers to shrink but survive, other ML applications to keep growing normally, and the thousands of AI startups that do nothing but repackage chatGPT to crash and burn.And maybe in 10 years someone will finally start working on neurosymbolic AI which might actually be the path to AGI. Because right now all we're doing is feeding more data and compute into a text autocomplete program and hoping it will magically gain sentience.
>>61004159And?Just buy protective puts and diversify
>>61004159Of course it is, it's the new EV market. You're being told it's the "future" and "there's no way to escape it" to help convince small minds with money to invest so they aren't "left out.">>61004192>>61004521Therapy.
>>61004763The EV market is overhyped but the core product makes sense. Even ignoring any "green" factors an EV is cheaper to run and loads of torque with near instant response.My company recently switched our entire fleet of company cars and vans to EVs. The depreciation isn't really a problem because we're going to run these until the wheels fall off anyway and they're amortised over 10 years. We charge them overnight at HQ and they have more than enough range. And the torque really is amazing, you can load one of these up with a literal ton of cargo, attach a 3/4 ton trailer and it still pulls just fine.
>>61004806>My company recently switched our entire fleet of company cars and vans to EVs>The depreciation isn't really a problem because we're going to run these until the wheels fall off anyway and they're amortised over 10 years.If you have the narrow use case of running a fleet that can charge overnight and aren't affected by the shitty battery lifespan, and can amortize the deprecation as a business expense, sure - EV's might make sense. That's not a general case though, even for a business owner.>torqueThe torque on EV's is a deceptive number because EV's do not have a traditional transmission, so those numbers aren't quite apples to apples versus a regular vehicle. EV torque is absurdly high on paper, but does not necessarily translate to the same performance it would in a regular vehicle.>you can load one of these up with a literal ton of cargo, attach a 3/4 ton trailer and it still pulls just fineYour average fleet line diesel or gas work truck will exceed twice that weight without much thought. ~4,000 lbs. is not an impressive number when you're talking towing.
>>61004851>If you have the narrow use case of running a fleet that can charge overnight and aren't affected by the shitty battery lifespan, and can amortize the deprecation as a business expense, sure - EV's might make sense. That's not a general case though, even for a business owner.Idk man, the overwhelming majority of new car sales here are company cars, regular people mostly buy used.>Your average fleet line diesel or gas work truck will exceed twice that weight without much thought. ~4,000 lbs. is not an impressive number when you're talking towing.An 80k truck will exceed what a 30k van can do, yes. But compare the sheer pull of a 30k BYD ETP3 to a comparable van like a Berlingo diesel and it's not even close.And the savings on fuel add up very quickly. >The torque on EV's is a deceptive number because EV's do not have a traditional transmission, so those numbers aren't quite apples to apples versus a regular vehicle. EV torque is absurdly high on paper, but does not necessarily translate to the same performance it would in a regular vehicle.Yes, wheel torque is what actually does work, engine torque is just a number. Even a quadbike engine can pull if you pair it with a sufficiently high gear ratio. But the fact that EVs don't need a transmission increases efficiency.Overall while I think the market is smaller than the hype indicates there absolutely is a market for EVs and the companies selling them are still making a profit on every vehicle sold. AI is surviving off massive loans and an endless supply of VC funding, right now it is fundamentally unprofitable.
>>61004159A lot of people are paying attention, but being too soon is the same as being wrong in this game so I'm waiting.Personally I have a couple of pure AI tickers that I'm 99% sure will go to pennies in a matter of weeks the moment the music stops.>>61004763EVs make sense in some cases, my company changed 20% of the fleet to EVs two years ago to test them, next year we're going 50% and the idea is 100% before 2030.
>>61004876>An 80k truck will exceed what a 30k van can doThere are plenty of fleet line work trucks that do what I mentioned are $35k-40k before discounts? You strike me as a dabbler, you know bits and pieces of little things and pontificate but I don't believe you have any real experience in what you're talking about. Good luck with "your company's" EV's.
>>61005024>There are plenty of fleet line work trucks that do what I mentioned are $35k-40k before discounts?Idk, maybe in the US. But not here. >Good luck with "your company's" EV's.I feel like we misunderstood eachother a bit. I don't own the company or lead it or whatever. I guess I should've said "company I work for" instead of "my company" but that's more down to English not having different cases for ownership and association.I'm just telling you the situation from the ground, lots more companies are switching to EV fleets for the same reasons(saving on fuel and depreciation not really being an issue).
>train is invented>"trains will change the world!">a hundred rail companies pop up>huge build out of infrastructure>bubble pops>most train companies go bankrupt>a few train companies still around today>automobile is invented>"automobiles will change the world!">a hundred automobile companies pop up>huge build out of infrastructure>bubble pops>most automobile companies go bankrupt>a few automobile companies still around today>internet is invented>"internet will change the world!">a hundred internet companies pop up>huge build out of infrastructure>bubble pops>most internet companies go bankrupt>a few internet companies still around today>AI is invented>"AI will change the world!">a hundred AI companies pop up>huge build out of infrastructure>>YOU ARE HERE
>but this time it's differentno it's not
>>61004888Nta, but is worth it? There was this US car rental companie that had huge losses in 2023 after buying 100,000 Tesla EV's. The price of maintenance was way higher than regular cars and people weren't very interested in renting EVs.
>>61004521>to calm my anxiety,It's making it worse.
>>61004750>AI are chatbots and those have the fewest actual use casesUncreative.
>>61004577That's a sign that it's not a bubble desu
>>61004159you're not very smart lol
>>61004192>I was paying whores on OFyou know that bunker albums are free, right?
>>61005065You explained it well enough even a child could understand, this thread has reminded me why I never take any financial advice off /biz/. I saw a dude arguing the use cases of AI and why it won't go away it's like the point went completely over his head. Companies like OpenAI will stick around but the 100+ companies getting pumped with billions from wallstreet from slapping a AI label on whatever software they've got will go once the bubble bursts. This thread has been very frustrating to read stick to trying to profit off timing meme coin pump and dumps you retards.
Slowly DCAing into blue chips (MSFT, GOOG, NVDA) with majority of powder in the hold for the crash is the way.People fudding AI long term are beyond retarded.>MUH DOTCOM BUBBLE>Apple, Microsoft end up as multi trillion dollar tech conglomerates regardless
>>61005473>invest in the companies which went up massively because of the AI story
>>61005473I'm all about AI and robotics, but you're right: There will be a crash. Even for other reasons, it will take money to buy.
I don’t know anon, the dot com bubble was entirely digital. Right now, there are data centers the size of your town being built to support AI capabilities. ChatGPT has 700m active users. Fastest growth rate ever. People are going to just stop using ChatGPT overnight? Did people stop using Google by 2001?
>>61005478There is no “story”. There is active growth in users. ChatGPT is like Facebook on steroids. Soon they’ll recommend ads and get their money back.
>>61004159I use AI just about every day, it's not a bubble, crypto is a bubble however.>>61004220>Sex without love is the same as masturbation.Uh no, masturbation by definition is a solo thing. Don't be an idiot.
>>61005478Even in a world where the bubble pops MSFT, GOOG, NVIDIA will remain long term. >too low iq to be able to differentiate gimmicks from paradigm shifting technology Unfortunate. Good luck next life.
>>61004192You're shattered. Broken
>>61005499>>61005509AI adoption is falling in most companies. The ROI simply isn't there.And we now know that in hyperscaler environments Nvidia chips overheat and fail within 4 years. If the revenue growth doesn't close the gap to capex for years investors are going to dump big tech too
>>61005512Your snarky posts are not going to save your portfolio
>>61004159>No One Is Paying AttentionEVERYONE is paying attention, and that's precisely what I don't understand, there have been talks of the bubble for months yet number goes up still
>>61005550So because ROI from VC pump and dump “AI” companies are faltering, Microsoft, Google and NIVIDIA are going to burst and never recover long term? Both MSFT/Google being highly diversified, hegemony tech conglomerates serving the entire globe across multiple products/ecosystems. Are you genuinely so stupid that you’re unable to appreciate the difference? Further, are you so cattled up to think that the ultimate product of AI is Ghiblification and image/video generating gimmicks, completely oblivious to national security and commercial applications in the long term?This is like looking at the first major release of a home computer (Kenbak-1 in 1971) and claiming the industry would be dead long term because of declining sales that year.
AI is overhyped bullshit
>>61004192>Imagine not just genning your own deep fake porn of people you know locally before society realizes how easy and cheap it actually isI bet you have a fat bag of cardano tooThis is why I have a bag of TAO. Decentralized AI is going to make this possible for even third worlders with just an internet connection and an iPhone 3.
IMO companies like OpenAI and Anthropic that think owning their own models is the path to riches are doomed since how can they compete with free open-source?They just seem like pointless piles of debt saddled with soon to be deprecated hardware. Inferencing costs will come way way down the next few years, a company that starts from scratch then, without all the debt, running an open source model, will be able to massively undercut the incumbents on price. This is what China is betting on.
>>61004159>No One Is Paying AttentionActually everyone is paying attention. Everyone and their mother is saying AI is a bubble. It may still be true, but it's nothing like 2007 where it took most people by surprise.
>>61004192AI deepfake businesses will be crushed. Verifiable computation at scale is right around the corner and will flag fake AI videos in seconds. They’re also using it for RWAs but that’s another story.
>>61004192>image generatorGot any good femboy collections?My cat wants to know.
>>61004521>Soon you will be able to get a sex robot that runs on remote AI,This is the only reason I have left to keep on living
AI is completely worthless and detrimental to humans. I even filter out AI porn by default and I'd never watch any video created by an AI. It's not just that AI is a bubble but there's a shitload of people like me who actively avoid it, blacklist it in their searches and see people using it as lesser beings. If anything the bubble is so large and massive right now that it has hijacked the entire US economy and once it pops it'll result in a colossal depression. AI chatbots are a special kind of sadness and my contempt for people using them is basically limitless. I consider them a lower species.If you want your own personalized porn learn to write stories or draw. AI is what's stopping you from trying and gaining a rewarding skill.
>>61005095It must be worth it because the semites in that department know their stuff, we have one of the lowest operating costs in the industry. And the reason can't be climate change because we've been running 100% combustion until that, no hybrids.
>>61005837The point is to stop mastering horse riding when the cars are here, you boomer.
Only the american market will be affected by the AI bubble popping, 33% of the S&P500. Euro + Asia + Canada + emerging markets unaffected.
>>61005800Ain't happenning chief, reliable funtional humanoid robots require several technological breakthroughs in fields that right now are in the speculative phase.
>>61005573How many strawmans are you setting up to "win" this conversation?>uhhh just invest in Microsoft, Google, Nvidia even if they might go down 40% or more for 2 yearsThat's your advice in a nutshellYou don't know which ones are going to survive and you can stop pretending. Nobody said AI will completely disappear
>AI bubble bursts>openai valuation goes from 500b to zero>nothing happens because it's a private company
>>61004192kill yourself rn
>>61006186>even if they mightYes that’s called speculation. Investment in all forms is categorically speculative by definition you fucking clown. That’s how this works lmfao. If anything my point was to showcase belief in the underling technology (by DCAing small amounts into diversified/well cemented blue chips that will provide near direct AI exposure) but weariness of the current market landscape/brewing macroeconomic concerns (holding a larger amount of liquid capital on the sideline). This is independent of my regular index fund contributions. > You don't know which ones are going to survive and you can stop pretending.Whoosh kek
>>61004562That's a nice shirt, do they make it for men?
>>61004159This guy has a nice talk (the first half) with some actual data other than schizo doomer ramblings about AIhttps://www.youtube.com/watch?v=xqRAS6rAouo
>>61007290>"there is no ai bubble">source: openrouter.aiI think it might be advantageous to the provider of the data to deny the existence of any such bubble. Also, the video presentation wasn't bad. I did need subtitles, however.
>>61005499>get their money back.bro their revenue is gigantic already
>>61007412there is no bubble because fiat currency is worthlessunderstand now?
>>61004562>it isn't. you have no fucking idea what is coming.What is comming? another model with 5 quadrillion parameters that can run for 1 hour, but not for the goyim because that is ridiculously expensive unless you pay for the 400USD month subscription? AH, also the model will not be able to modify a Jupiter notebook, because it wasn't trained to do so.
>>61004625Use case for current AI is just optimization and raw pattern recognition. It is not intelligence, it is just a black box that can do cool stuff because it was been given enough resources to do so.
>>61007604No.. please elaborate as if I'm a 5th grader
>>61008070Sounds smarter than 87% of the white-collars.
AI is just more slob. Poor people will consume it, it will be on their cheap tshirts, coloring books, wrapping and capture their short atteintion spans.Only idiots and grifters fall for it.
