AI is officially not a bubble. Demand is far higher than supply allows.
>>108631677buy an ad
>>108631711AI doesn't need an ad. it's like saying buy an ad for electricity. it's everywhere and you cannot avoid it.
>inference costs potentially reaching parity with salariesAbsolutely blessed timeline where companies are expected to give to an elite of billionaires as much money as they give to their workers. Praise be to Yhvh.
Google's memory compression really was for nothing. It just meant you could fit bigger models.
>>108631677>hey everyone, go use AI!>*everyone learns ai and discovers agentic workflows*>oh shit, this is expensive.why wouldn't AI companies adjust token costs to be just a bit cheaper than employing a human? isn't that profitmaxxing? they aren't able to build new datacenters, so increased profits have to come from somewhere.
>>108631677>well sure, old chips are retaining value for this inference boomProofs? As far as I'm aware the AI companies are still depreciating their chips too slow.
>>108631677>can't make money because inference operates at a loss>every new customer is just more money being burned>no plan to profitability>everyone paying you can't get shit done because you keep slashing usage to limit how much you lose>"Oh noes! demand is so high, we can't keep up!"Pathetic damage control. It's already over.
Give your prediction when it will pop.I think around le mutts autumn elections to blame orange idiot. If not then spring 2027
>>108631762https://www.youtube.com/watch?v=QxalPOz1K4E
>>108632002Two weeks ;)
>>108632002I'm predicting one of the fiscal quarters this year or of Q1 2027 when all the scam corpos won't be able to convince investors that it's not a bubble when they need to tell them why they should be pumping more money into a bottomless pit.
>>108631762unfathomable cope
>>108632134You lost.
>>108632002The Hormuz is closed again, there are only so many tacos remaining until the reality of energy and fertilizer shock comes in to wipe an industry that needs lots of energy.
>Force all your employees to use AI for everyone>HOLY SHIT GUYS LOOK HOW POPULAR AI IS!!!>See no actual gains in productivityThis shit is such a retarded scam.
>>108632207This. Our CTO actually checks how much we use AI and if we don't meet some criteria he send emails that we should use AI more. I just setup a script that periodically sends various questions to Claude Code so it seems like I am using it a lot.
I was wondering when Derek trombone was going to speak up about hedgies thoughts on bonsai buddy 2.
>>108631677LLMs can be the ultimate middleman parasite that can be inserted anywhere
>>108631677I think it's always been the latter: the demand is partly illusory, and most people indeed know tokens are heavily subsidized atm. That said, some chunk of the demand is real, and I would like to know who is shorting AI companies with serious big boy money cause that sounds like committing suicide to me.
>>108632235>I just setup a script that periodically sends various questions to Claude Code so it seems like I am using it a lot.thanks, I am going to start doing this now
>>108632002around openai ipo
>>108631677AI code basically goes into the "legacy code written by a guy who no longer works in the company" category, so have fun when it starts to fail
>>108632270CEO of my company vibecoded some shit for the product, he hasn't touched any code for 20+ years, even Product Manager who never manually written a single line of code started shitting out code with "features"
>>108632649cant wait till they start destroying their production environments
>>108632655they never blame AI, only the humans who allowed it to be deployed
>>108632671then let it all burn, lol
>>108632649Are the contributions good or bad?
>>108631811>Absolutely blessed timelineBut unironically. The only way exploitation of human labor becomes obsolete is if human labor itself becomes obsolete. Idk how many humans will be left alive after the proliferation of AI, but they will all live in an actual utopia.
>>108632649The good news is that, statistically speaking, the whole purpose of your company's software is to intake, transform, and display data in a human-centered fashion, which will become completely unnecessary soon.
>>108632286This. Almost nobody would be using it if they would charge what it actually costs.
>>108632637>>108632649It's going to be fun when the bubble implodes and all these companies run by idiots start begging for experienced devs to save their code.They still won't pay high wage though.
>>108632720The bubble might implode, but they'll never go back to the old way. Cost effective or not, the current wave of AI proliferation is an undeniable proof of concept, and they'll dedicate everything to improving the cost effectiveness if needed. If a human brain can do some task cost-effectively, then there's no reason to believe it's physically impossible for a machine to do so.
>>108632736AI being cost effective is debatable Current compute costs are being made possible by government subsidy, were that to dry up, issues could arise
>>108631762I can smell the curry (or similar mud-looking food) from here
>>108631904Because nvidia is in control of new chips, they decide to release them or not and they will be foolish to do so when demand for current chips is at an all time high, hell they're bringing back the RTX3600 to appease gaymers.
>>108632736A large part of their cost of operation is energy, energy itself isn't cheap and won't become any cheaper in the medium term.Developing energy efficiency also takes more investment and time.As more regular people start using ai for random day to day activities, the costs also rise and the losses along with it exponentially, so we're due for a correction sooner or later.Will we go back to the way it was before? No, but ai will become an exclusivity product mostly for state actors that are willing to foot the bill actually needed to make it profitable.
>>108632862>>108632627couldn't even come up with an original idea or bait video?
>>108632877I just found it funny.
AI is extremely speculative, though. That's what makes it a bubble.
>>108631677>>108631762sar
>>108631849>why wouldn't AI companies adjust token costs to be just a bit cheaper than employing a human?Because employing a human is actually cheaper than maintaining all the infrastructure and paying for all the utilities to have an AI do the equivalent work. They literally can't undercut a normal living wage for a normal human employee, because then the whole thing wouldn't be profitable to them anymore.
>>108632002Might take longer than expected because they refuse to invest outside the circlejerk.All I know is Oracle will go bankrupt first, which is based Ellison deserves it.
>>108633026>Oracle will go bankrupt firstReason?t. caveman
E=mc2+AI is more correcter everyday
>>108633048They took on a shitload of debt to build data centers.
>The dotcom bubble wasn't real because everyone had their own websites
>>108631677AI is not even intelligent, it's a misnomer, it's fake.
>>108631677it's blowing past their budged because shit doesn't work and you have to prompt it multiple times go get something acceptable
>>108631677Fuck off back to LinkedIn you retarded faggot.
>>108631677The demand is fake. It's similar to crypto scams where whales pump up the price of the coin to draw it suckers except that it looks more legit when big name companies do it.
>>108631677yeah. using free services to build retarded shit like AI yt videos, audios and stories consumes a lot of resources.doesn't mean users will keep using them once they start charging more.
>>108631677So OpenAI didn't shutdown Sora because of the extreme resources it was using for small slop clips? Fascinating.
>>108631711jump into an acid vat
>>108632134unfavourable arrest
>>108632089more likeFive minutes :^)
>>108632177this is the correct answerno hormussy = no ai
>>108633176>dotcom bubblehere's a fun factfrom the peak of the dotcom bubble in early 2000 until the orange market manipulator was inaugurated in 2017, the nasdaq was only up 20%it's up 500% since inauguration day in 2017
>>108631677Only redditors think that AI is a bubble. VibeGODS keep winning
>>108631677>triple vibe shiftStopped reading there.
>>108631677>Part of the AI triple vibe shiftwho reads this shit
>>108631818Reminder #64326 that turboquant gains only apply to 10% of the memory
>AI is already getting so expensive it's problematic for the consumer>AI is heavily subsidized by the supplier and they are losing money on every query >this is a real business model and not a hype bubblekek
>2026>society has fallen so far that “exciting new tech” is more expensive and less efficient than a human workerhow does it feel to be alive during the fall of rome, boyos?
>>108635919Fwiw the dotcom bubble was similar. Everyone is just banking on becoming Amazon.
>>108634943The basilisk will claim many in it's glory once our god reveals itself
>>108634826Circular money isn't a boast, when the entire grift of DEI and money printing allowed for customers to not matter and top down morality to rule. The current stock market growth is entirely dependent on the circular cycle. When it actually has to start being used to install the data centers, the bubble will pop, and they're going to need another money printer injection moment to keep it going.
>>108631677The demand is high because AI compute is heavily subsidised with VC cash. Users on the $200/month subscription can burn $5000 of tokens. Corporations like Meta are burning trillions of tokens in a month just because they can. When AI startups go public they'll have to massively raise prices and end free services.
>>108631677>AI is officially not a bubble. Demand is far higher than supply allows.Except; supply and demand is not how you define a bubble.There being enough demand means nothing if you cannot supply for that demand while attaining a reasonable net profit. And that's precisely what AI vendors cannot.Also- a lot of the demand is hype-induced bandwagoning nonsense, further fueled by dumb CEOs without understanding of their own business processes drinking the koolaid and providing for a mandate from on high, to use of AI throughout their organization 'or else.'
>for every subscriber, anthropic is torching at least 10x what they pay in computing costs alone>openai is even worse Yeah, sounds like it will survive two interest rate hikes.
>>108631677>I'm going to do damage control for AI by posting some straw-men full of buzzwords, psychobabble and white noise.>Are you amazed?What's with the board at this hour? Is it the start of the shift in India?
>>108634943I mean, it goes beyond redditors, plenty of intelligent people get overly emotional about AI too. Think humans just suck at welcoming changes and the corny marketing by ai companies isn't helping.
>>108636735source?
>>108636807https://www.forbes.com/sites/annatong/2026/03/05/cursor-goes-to-war-for-ai-coding-dominance/
>>108634943feels good to be a snailcat
>>108632207100% thisAnd also>put forced AI result at the top of every Google search>"Wow look at all this AI demand, 98% of internet users are now using AI daily!!!!"
>>108634943Based. Death to all luddites. Accelerate to the singularity!
>>108636261isn't it slightly concerned that all of the combined written text in the whole world up to this point accounts for human development spanning from the time humans were building pyramids and doing human sacrifice up through about 10 years ago. And currently a single company produces 10 times as much slop every month as all the training data that has ever existed and it has hardly even moved the needle?
>>108636876>estimatedsource please
>>108636971Every measurement known to man is an estimate.
>>108636971>ask for source>is spoon fed source >n-no... not like this Retard
>>1086320022035 after we land on mars and there are million sats on Earth orbit and Moon orbit. And there are billion humanoid robots doing the work
>>108637079>source is a guesstimate by a llm wrapper company that has no visibility on api marginsfacts not feelings please
>>108631677
>>108631818turboquant was applied to the kv cache, which is working memory. it actually has nothing to do with the model.>>108636876stop citing forbes like they have any journalistic integrity.
>>108632177Good thing the US is a net energy exporter then. Sorry not sorry yurop is gonna have such a hard time, maybe you should have thought harder before shutting down all your nuclear power plants.
>>108633127Everybody took on a shitton of debt to build data centers though. Oracle isn't special.
>>108634826>hay guise isn't is suspicious that the market goes up in bull markets and doesn't go up in bear marketsEither you are unaware that 2000-2014 was the great recession, in which case we can safely ignore your opinion, or you *are* aware of the great recession and are just gaslighting us in the hopes that we are ignorant of history, in which case we can also safely ignore your opinion.
>>108631677Demand was high for tulips back in the Tulip bubble. Until people realized that tulips just weren't worth that kind of money, and then suddenly they weren't.
>>108636966>slopTechnically, most of it is prompts for slop, half-baked pre-slop and various internal instructions, but yes, the scale is impressive.
Actually, what it says there is companies are spending far more than what they budgeted even before usage even takes off.None of these companies are improving productivity by 15%, so that 15% extra budget is hurting them.
Let me know when AI can create jobs instead of destroying them.
>>108634943>raises prices to 10xwhere is your autocomplete god now?
>>108638881Still worth it to kill any job making over 100k forever
>>108637288They are pioneering the hard lessons which are necessary for the turbo boost nitrous kick that will take place at their company when AGI goes live, which could happen any day.I mean I guess that's how they are rationalizing it. Seems dumb to me too.
>>108631711fpbp
