Did the AI bubble burst already?
yep
>>109070867soon, and it will be glorious
>>109071014In about two more weeks.
>>109070867>case in point, the redditor
>>109070867So it has been a few years now since the first LLM was released. Has anyone managed to find a use case for it yet?
>>109070867AI is refusing to respond to me when I use the nigger slur so it's dead to me
>>109070867mythos/fable ban is the first step. there will be no more exponential growth and no investors if they only allow americans to access chatgpt, claude etc
Claude's down, VibeGODS flounderinghttps://news.ycombinator.com/item?id=48558766
why would burst now retard? stop reading reddit jesus
not yet
>>109071113this sounds very plausible my little fren
>>109071118Cope, it’s just temporal.Codetrans losing their jobs is permanent keeeeeeek
this bubble will be kept afloat until IPO and indexing
>>109070867>>109071014>>109071020All the AI companies going public about breaking records (worlds first trillionaire) are proof it's profitable.
>>109071188
>>109071188Market cap has nothing to do with profitability.
>>109071028I want that shirt tho
>>109071234My employer is fast-tracking this.Our group had our own Claude subs for two months, then Corp took over this week, shifted us to a Corp plan, and Monday morning our UI guy used half his monthly allotment with 4 prompts.I've asked my boss to capex two GPUs, we alreaady have the server to put it in. I'm gonna be our group's local AI manager.
2 weeks until Ed's next trvth nuke
>>109071188Perhaps you should study.
Thanks for reminding me to cash out my free money I got today from shorting spaceX.The spreads are crazy, 3% fee (Because all the markets makers are scared of it crashing) but its still easy to make money.>>109071188>>109071237>>109071014The AI bubble so far has been private, now they are dumping the bags on common people, then they will rugpull.They have rigged the market in every way they could to make common people hold the bag while they cash out for the spaceX IPO. Those that bought the IPO can't even sell yet without getting punished. Soon most of the worlds pension funds and index fund holders with be forced to buy, and soon after insiders will be able to offload.This is the dream of openAI and Anthropic, sadly for them they were too slow and once people are rugged by spaceX they won't do so well.
>>109071371You know Ed shills some AI companies too, like DoNotPay. lol.>>109071379SPCX hasn't had a downturn yet, so
>>109071411>SPCX hasn't had a downturn yet>after 3 whole daysdude you're gonna get raped
>>109071113If what Fable did is true it is probably only banned because the other Fagmen told the government that they would lose too much money over it
>>109071379I don't really don't know stuff about what you said, what exactly does that mean for me non finance pro and esl?
>>109071379it'd be kinda funny if spacex rug pull happens before other ai corps ipo. Although it'd be even funnier if they all go public in time with insane valuations, pull trillions of pension funds first and crash entire fucking worlds economy with them.
>>109071465It means that they're going to extract as much value as possible and dump the bags on everybody left over once they collapse.
>>109071411>SPCX hasn't had a downturn yetDown 10% in the London session and down 10% again from the daily high in New York. It isn't my game, but there are a lot of opportunities for short sellers here.
>>109071411>SPCX hasn't had a downturn yet, soToday has been a big downturn from 224 peak to 209.It was so obvious that around the peak that all the market makers here stopped selling put/bear options. Thankfully I got in soon after that.But it will keep being high for at least 15 trading days after IPO since index funds will be forced to buy 25% of the market, it's mostly priced in.>>109071478>it'd be kinda funny if spacex rug pull happens before other ai corps ipo.Looks like they will. 20-30% of non-musk insider shares will unlock in august when they release the report. That will double, maybe triple the number of shares on the market. openAI and anthropic can IPO september at the earliest as it looks now.
>>109071188These are the intellectual giants calling you a ludite, by the way.
>>109071558>20-30% of non-musk insider shares will unlockSo sad the employees don't even get to profit from this.
>>109071570If you hate capitalism so much go to China retard
>>109071582They do basically nothing? Without the vision from the top the company wouldn't even exist.
so does all of this mean the bubble will actually burst?
not gonna happen. there may be a correction, but a minor one.
There was no bubble, you just got tricked by PRC shills
>>109070867AI is so good, the best models need to be banned. Costs are high but so is the innovation.
>>109071582No, they are part of the insiders where they will unlock quickly, actually. They are among the people that will profit the most from this, relative to their net worth.>>109071584Interesting response when being called out for not understanding the most basic things about markets and what profit means.>hate capitalismIt's funny, why do you shill for a rigged market instead of a free one then? >>109071602Yep expect it to go softly though, by next year reality will start to set in after openAI and Anthropic IPO. SpaceX rugpull will be handwaved by many as "musk lies and grok was never competitive" (Both true tho)
>>109071659>Yep expect it to go softly though, by next year reality will start to set inThe only thing I wish for is that the market gets better for juniors and we don't become LLM janitors who don't code anymore which would be very sad and I think by then I would really become a farmer
>>109071234Give 1 example of this happening outside of India
>>109071701>The only thing I wish for is that the market gets better for juniorsWell that's a different question.AI will become more expensive as they're no longer able to run at huge losses, and the maintenance costs of slop will start to set in. But something like copilots autocomplete + chat will probably be used everywhere. With humans overseeing every line.But the job market for juniors will depend on the broader economy. For example now we had a "good" jobs report with more people in the US being employed, but it's generally a bad thing because it means the fed won't lower interest rates, and everyone knows it wasn't good jobs that were created so average people won't have more money to support the economy either.With the oversupply of juniors in every software field we will probably need much lower interest rates + either a new boom of something or if they do another pandemic.
>>109070867Calling AI a bubble is about the most midwit shit I've witnessed. Straight off the Youtube algorithm.
>>109071883post positions
>>109070867If Trump asserts this retarded export control regime on models, yes, it's gonna burst. No point building these meme datacenters if your customer base effectively evaporates overnight.
>>109071916It could never work because every future administration will pull the same shit with different syntax. AI soft power only makes sense in the mind of boomer strategists still living in the 90s.
>>109071364I really think this kind of thing will be the future. I'm worried what happens to the open weight options if the American giants go under but by then I guess today's open weight models will still be available so they can't have a pay wall added.
>>109071939it doesn't make sense to me because, IMO, Export control is literally a 1A violation. I have the right as an American to speak and communicate ideas. But whatever. Last guy that tried buck breaking this moronic bullshit, DJB, ended up having his case dismissed as moot when Clinton kneeled on export-encryption bullshit.
Calling AI a bubble is more retarded than calling the internet a bubble, since AI is even more useful than the internet, based on first principles analysis. And yes, I am aware of the Dotcom "bubble", but the internet today is many times bigger than at the peak of that "bubble", so it wasn't really a bubble, just a little premature investment by some.
>>109071961Isn't there some way to do open source distributed training? Like SETI@home but with LLM training.
>>109071995Bruh, LLMs aren't even useful for pulling up recipes because they can't reliably recite facts. What they are good for is scamming idiots who have no knowledge and no critical thinking skills.
>>109071812>or if they do another pandemicat this point I would even welcome another pandemic, I know this may sound egoistic because people could die but I feel like I wasted years to study this shit only to become unemployed
>>109071964>Export control is literally a 1A violationYou should tell this to every company that had their shit export controlled since the dawn of the 20th century.
>>109072006>they can't reliably recite facts2024 talking points just won't cut it in 2026. Frontier models are reliable today.
>>109071371He has released it today actually. I'm a retard and have no clue what it means, tho. It's a confirmation of what we all knew, that these companies are burning tens of billions annually?
>>109072072reliable for what? deleting your database? kek.
>>109072084It proves inference is profitable lmao
>>109072084I'm not sure anyone investing in AI cares even slightly about the actual business. OpenAI could have 0 revenue and billionaires would still be lined up around the block for the chance to buy a single share.
>>109072072>Frontier models are reliable today.No, they actually aren't. The problem of "hallucination" hasn't been solved.
>>109070867I think it has and everyone is quiet about it.
>>109072000It's called PAY FOR YOUR OWN SHIT YOU PARASITIC FAGGOT
>>109071995Nope, the Internet is way more important. We already had AI and automation without ML models in many sectors like manufacturing and agriculture. Most of the useful software already existed before AI.A bear market can happen without any "AI bubble".
>>109073006May be more correct to call it the data center bubble like they had the dark fiber bubble in the 00s.
>>109070867i, as a pro-ai person, hope so so the market can become efficient again
>>109072767'frontier models'like shut the fuck upthis isn't an expeditioni hate this AI faggot religion popping upfuck off(not to poster just the faggots who coined the term)if it can't fold my laundry I don't care.
>>109072767>The problem of "hallucination" hasn't been solved.Humans hallucinate everyday.Remember when George Bush couldn't open a door?
>>109070867There is still a 10 week waiting period for last years Mac Minis. Try to buy ram. Try to buy ANY hardware.It's not even close to the top, it's still adoption phase.
>>109071234The second one low key looks like trump.
>>109073131Bush is hardly a human.
>spacex ipos>they now use trillions of dollars of stock evaluation to borrow money and buy hundreds of billions of AI hardware
>>109073306Even when the bubble pops they won't sell you their gpus. Hardware price probably won't indicate anything even in a fucking depression
>>109073484How come you think so many people want mac minis they are sold out? Open Claw meme was six months ago, seems like a long time for something useless. Artificial scarcity right?
>>109072852>just pay for your own datacenter and $10 billion worth of electricity to train your own model bro, don't be a poorfag
>>109071812AI will not become more expensive for enterprise, they already pay the rates at which it's profitable. It's the plan usage that will get phased out, your 20-200/month subscriptions are costing these providers money; they make money on API rate inference. Also worth noting that even with the current state of their offerings these labs all turn a profit if you remove the large R&D spends. So if AI trends towards commoditization and Anthropic+OpenAI settle into their niches, stop lighting mountains of cash on fire to keep driving RD, and focus purely on inference for existing models they will instantly flip to being profitable.
>>109071010How come they only make those shoes in kids sizes? And they're also out of stock. Mommy will not be happy about this.
>>109073622Found them on aliexpress but they only have one size and it's way too small. I guess I will have to go with the spider-man shoes, but I am very unhappy about this. What a nightmare.
There is no AI bubble.
>>109073573I don't think we actually know this since these corps haven't showed their books yet. Although>drop r&dNot gonna be an option if they ipo with large enough cap, since the hype for investors is about overpromising the future, le agi soon in 6-18 months. And even after some crash or market normalization if they stop improving they will be replaced by open models.These companies are a dead end either way
>>109073709kek
>>109071188it's actually the exact opposite.companies go public so the CEOs & founders who have been paid in stock can sell it and cash in before it collapses.
>>109071364retarded. I've worked at two companies in the last year who tried to do this. You cannot run a frontier model that is actually capable of writing usable quality code without a million dollars in capex, even if you could get the weights. The code will be completely unusably trash quality
>>109074002>writing usable quality codeeven the best models can do indian quality code at best kek
>>109070867/g/ completely missed itcopilot and gemini were practically free to use without signing in. Now they require you to sign in. Why is that? Is it not sustainable anymore? Do they even make money on the free tier? I expect they will start locking basic "ai" behind somekind of a token-based paywall
>>109074139there will still be a massive financial crash tho. Eradicating boomer pension funds overnight
>>109073573>It's the plan usage that will get phased out, your 20-200/month subscriptions are costing these providers money; they make money on API rate inference.Very doubtful. It's been almost impossible to compete with them on that, too.Consider hosting DeepSeek V4 Pro:>Hardware: minimum 8xh200: $240000>Electricity: 4800W: ~$700/mo> 30-60t/s: Up to 155'520'000 tokens/mo> GPT5.5: $30/1M tokens>Our datacenter: ~$4000 cash flow per month>5 years to pay off the GPUs>Expected life of GPUs is lessI completely skipped costs like maintenance, unused capacity, datacenter... And probably it takes a lot more hardware to run GPT5.5 too. Yet it's still not profitable.
>>109070867Even if the "AI bubble" exists, let's look at the Dotcom bubble. Beacuse as soon as it popped the Internet was gone forever and no one ever used it? Retard Luddite Chud
>>109074665>muh internetHow do you know that LLMs are the new internet and not the new metaverse?
>>109074745vrchat didnt go anywhere retard
>>109074745A billion monthly users worldwide isn't success to you? That is ChatGPT alone, which is fraction of all LLM's, which are a fraction of all AI.
>>109074765It's free and I stopped using it (for free) because it's so bad that I felt it was wasting my time.
>>109074775Their newest model is pretty solid. But you can easily not find any use in it. Doesn't make it any less useful to hundreds of millions of people though.Now, why do you hate AI? Is it only because of lack of utility or something else?
>>109074756cope
>>109074782Hundreds of millions of people who use it for free will not use it when it costs money.I don't hate AI. I don't think LLMs are AI anymore than I think the slide-to-type feature on a phone keyboard is AI.
>>109074841Ok, at least you're not a plain Luddite. Yeah, "AI" is more of a business buzzword that doesn't mean much about the algorithm behind it. But even then I don't think you can discard it for being useful. I really like how DeepSeek combines search with its LLM to give a good-looking, structured answer. I know I'm not saving a ton of time with this, but I prefer it to regular search engines.
>>109074139chatgipiti doesn't require you to sign in and gemini neither
>>109074865I can discard it for not being useful to me. Some people think tarot card readings are useful and that's fine. I see LLMs the same way. You can ask them a question and you might get an answer you like. That's fine.
>>109074947
>>109074933yes chat doesn't for now, but gemini stops showing the answer on the secobd prompt I give it. Mobile firefox with ublock, it's been like this for a few days.
>>109074765>we lose money on every user>we have 1 billion users>we're winningLuddite's just can't understand the genius.
>>109076326>>109074765you don't understand, once you need to pay for it all those jeets/pakis will pay thousands for api usage
>>109076339>not a single first world country on the listIf they increase the prices at all, these people won't be able to afford it.
>>109076339Is this generated?>>109076363Can they afford it now? I bet there are people in Africa that have $20 as a monthly salary. Somehow I doubt they spend it on AI subs.
>>109076339>by percentage, how often people use chatgptwhat did they mean by this?>>109076387>Is this generated?sure looks like it
>>109076387They have to afford it or go back to sucking shit out of a cow's asshole. The owners get to extract all the resource wealth from North America, send the work to the 3rd world, tax them within a hair of starvation through token prices, and keep all the profits for themselves.
>>109071188I hope you don't invest money, else you'd be a terrible investor
>>109074102t. snailcat supreme
>>109078765>t. SAAR
AI shills are pathetic.
>>109070867no...
The bubble will pop as soon as you buy shares.
>oommmgggg wheeen bubbel make plopppp?
Daily reminder.https://isaiprofitable.com/
>>109079838nvidia is the real winner here lol
>>109079887it must be the leather jacket, it gives him magical powers to be always the winner.
>>109079998Banks and the US government pick winners and losers in tech and pretty much always. They feed the rank and file all this bullshit about muh free market and it's absolutely not.
>>109074765Lmao nigger when they actually start charging what it costs how many people do you think will pay?
>>109078765How many people are sleeping on mats in the room you're in right now?
>>109071188this is how peak financial ignorance looks like
>>109071364>and Monday morning our UI guy used half his monthly allotment with 4 prompts.beautiful
>>109071995>since AI is even more useful than the internetwhat has happened to /g/ that we have to read such ridiculous claims?
>>109074665>i am a retard that doesn't understand what the Dotcom bubble waskek
>>109070867how the fuck are these retards still afloat? specially meta after their metaverse trillion flop
>>109081536They're still pulling ~20B margins annually and paying dividends, so they can afford it. It's going to be a headwind for their value in the long term. Assuming the government doesn't have some big hookup waiting for them. Which is entirely possible because Faceberg was pre-ordained by DoD / CIA.
>>109070867I haven't been able but a used B200 to use as a paperweight, so no.
>>109076326>Every copy I pirate makes nintender lose 80 dollarsI think I understand perfectly.
>>109081536Sunk cost fallacy hard at work. All of them want to be the next "Google/Microsoft" and catch lightning in a bottle. They are making massive assumptions that capital expenditure and operation costs will go down significantly in the near-future. Justifying the massive bleeding.
>>109073709gem
henlo, where job?
>>109083149outta jobs
