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Is the "AI" bubble finally popping? Can I finally get a gpu for a decent price soon?
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>>108448920
>Can I finally get a gpu for a decent price soon?
why does this cope still exist? no, the miners did not dump their cheapies onto you. silicon valley jews certainly won't either
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>>108448920
The tight resource is fab capacity, as long as there's demand for datacenter compute that dwarves consumer elecronics everything will still be expensive.

Expect more inflation until the USD collapses, in 10 to 20 years.
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>>108448920
Let me guess, after 3-4 iterations it just outputs the same thing while saying it changed something? That's crazy man. Totally radical.
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>>108448920
>Can I finally get a gpu for a decent price soon?
Memory and GPUs will go up in price this year by 2x or more. You haven't seen anything yet.
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Well you can doom all you want but fabs will sit on a fuckload of hardware they can't sell because the hyperscalers can't pay
One actual cycle of this fake demand will be enough to course correct
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>>108448920
If you think for a second you should realize that AI will have a positive downstream effect on GPU availability once production catches up. More GPUs being made is a good thing actually. High demand is what makes markets grow.
And no this is actually a good thing for AI, it shows the system considers it valuable enough to keep from the masses. Unfortunately for them it’s public domain!
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>>108448993
>10 to 20 years
So generous.
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>>108449050
>once production catches up.
keeeeeeeeek people have been saying that cope since 2011 when the GPU price hike started because of Buttcoin. Surely GPU prices will come down in two more weeks! This time for realsies!
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>>108449039
>fabs sit on useless AI hardware
>still as constrained except now they have to make it back to survive
>prices go up, not down
Kino
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>>108449056
I believe in a Caesarism period post Trump, but yeah could happen sooner if burgers don't get their act together on securing trade.
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>>108449050
Why would production "catch up" when the chips for AI are completely different from consumer chips? If I can make an AI CUDA card for $5000 and sell it for $20000 why would I use my resources to continue making consumer cards for even $0.01 and sell them for $500? The opportunity cost of continuing to produce consumer chips is just too high compared to what I can get for going all in on making AI chips.
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>>108449062
The more prices go up the less people will frivolously buy things, only buying when they absolutely have to, which for hardware isn't as often
You guys have no clue about how economy works
Did you think RAM was cheap because the manufacturers were kind but suddenly grew devil horns
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>>108449060
We only need billions of dollars of investment into the most complex factories ever devised by mankind guys, the invisible hand will just make it happen ez
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>>108449073
Because you can't "just sell for $20000" in large supply that's all promises that are falling apart in real time lmao
This shouldn't even need a reality check but apparently it does
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>>108449075
I think price equilibriums only work in markets that aren't natural monopoly shaped. You're about to get extorted buddy.
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Isn’t it actually the case that AI at this point is being used even more and more intensively than was originally predicted? So basically the exact opposite of a bubble.

We’re currently witnessing how literally any idiot can ‘vibe code’ their own programs using ChatGPT. That’s nothing less than a new printing press. How is that a bubble?
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>>108449079
Show me the proof the checks aren't coming in. You can't? That means AI companies are paying for the hardware. The money is there and it will grow. The consumer market just isn't worth it anymore.
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>>108449087
Name a single app that was coded with AI and made any money back
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>>108449087
It's gettting product market fit, at least for text models, but the issue is whether they can grow fast enough.

The internet constantly had growing adoption but the dotcom bubble happened all the same because they built infrastructure too fast. This may be the same story.
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>>108449091
The phenomenon is still so new that there probably aren’t any business reports on it yet.
Also AI-coded programs are often highly specific to a particular personal need.
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>>108449091
Most software on the market right now is majority AI coded you retard. Face it. AI is the future.
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>>108448920
AI is not a bubble you dumb bitch
AI is the present and AI is the future
Nvidia just announced that they have achieved AGI!
RAM, GPU and storage is far more important for AI than your stupid ass
What will you even do with a GPU or a SSD, huh???
Store more porn on it? Play your silly lil gaymes?
AI is the next step in humanity's evolution
This is history in the making ya fucker
You better shut the fuck up about AI before I punch the shit out of you and break your teeth
AI is not for poorfags like you
Hell, TECH is not for poorfags like you
You don't have enough moneny? GOOD!
That's how it should be
People like you deserve all of this and far, far worse
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>>108449096
>dotcom bubble happened all the same because they built infrastructure too fast
The crucial difference though: During the Dotcom bubble, most announcements were extremely vague and self-referential. Yeah, we’re doing something with the internet. it’s the future, and a lot will come from it. Some companies literally just renamed themselves to CompanyName.com and saw their stock prices surge. It was basically like shitcoins.
Today announcements are much more concrete and they can mostly be RL tested right away.
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>>108449091
Windows 11
Google chrome
Chrome OS
Ios 26
Oracle virtualbox 7.2
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>>108449138
This but unironically. We are on the cusp of evolving into Homo AI. The future is so bright it's nigh blinding.
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>>108448920
Two more weeks
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>>108449087
The invention of the printing press led directly to over two hundred years of horrifically bloody wars, the worst Europe saw until the World Wars another two hundred years later.

All those wonderiul things you think of about the printing press? Those happened AFTER the centuries of war. Now consider: if AI is a new printing press, what part do you get to see3
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>>108449144
>>108449096
> just renamed themselves to CompanyName.com and saw their stock prices surge
>Today announcements are much more concrete and they can mostly be RL tested right away.
That's very similar to what companies do today, announce a vague plan to use AI, layoff, price soars.

The hype and investments are massive, but there is no proven end-to-end profitable business case yet. AI is massively subsidized, all the way up from datacenters getting tax benefits and subsidized electricity to more importantly the API providers taking huge losses, to the end provider... All funded by investor money.

openAI (20B revenue) has multiple commitments that will cost them ~50B/yr EACH. They will need to raise their revenue to 100B+ in a year or two.

They will, eventually, have to drastically raise prices (At least double, probably 3-5x) and that's when all the frivolous users will scale back usage, lowering confidence and popping the bubble.
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>>108448920
Hope more get shutdown. Would love to see AI trannies kill themselves.
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Absolutely embarrassing. Even NFT lasted longer.
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>>108449003
Yeah, I kept trying to make goonbait videos of Latinas exercising vigorously and no matter what they would just repeat the same words in each iteration.
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>>108449289
kek, this
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>>108449144
My ex company literally renamed itself .ai lmao.
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>>108448920
>Is the "AI" bubble finally popping?
Maybe
>Can I finally get a gpu for a decent price soon?
No
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>>108449087
It's being used in the same way doordash and the likes were being used in covid where it was so cheap theres no point in not using it
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>>108448952
>no, the miners did not dump their cheapies onto you
They did. And everyone had to avoid them since these cards were barely alive
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>>108448920
>be luddite
>do nothin
>win
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>>108448920
No, and no
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>>108448993
european central bank
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>>108449087
>We’re currently witnessing how literally any idiot can ‘vibe code’ their own programs using ChatGPT.
the barriers/cost to entry for making programs hasn't been removed by AI, it just gets foisted onto other people later down the line rather than onto the person who has to get years of training/experience/education to program effectively
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>>108449121
it's unsustainable
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>>108449050
I hope GPUs don't become more available
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>>108448920
Videos aren't profitable, no one is buying subs just to generate memes, and they most certainly cost more to generate than text
The only people who are paying according to reports are programmers, coding is the most used and profitable AI feature. Funnily enough programmers are paying to destroy their own job and it's going great on that front
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>>108448920
am i now gonna be able to buy some RAM??
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>>108448920
My guess would be that compared to text, images, and code, movies are just too niche for a mainstream product. It'll probably be turned into a specialized service offered to huge clients like Disney.
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>>108448920
No it means they are specializing further, not cutting back. They have identified and will pursue the higher roi areas. You will be less likely to get a gpu.
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>>108449157
we already have homo ai
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>>108449840
>Funnily enough programmers are paying to destroy their own job and it's going great on that front
They can't do otherwise because doing so will leave them jobless and replaced by the cumguzzling manager who drinks the AI kool-aid.



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