The bubble might burst, but there are real use cases for AI out there and therefore you will see AI in use even after the current ponzi scheme has collapsed. You can do great voice and handwriting recognition now and speech generation and that won’t go away.
The only thing that will burst the bubble is electricity.
The Dotcom bubble burst due to Dark Fiber, all because massive Internet backbones were easy to build, and the last mile to people’s homes, was not.
The current electrical grid cannot support the number of data centers being built. The ones that are planned on top of that… Well dark data centers will be the new dark fiber.
There’s more complexity to it all, but really it all boils down to power for this particular bubble.
or lack of use? the current trend is fueled by hype that AI can do everything and will sub 50% of the work force, another nightmare scenario… however, current AI may be an Ok tool for some jobs and not much more, dsthe world does not need 200 Gwatts of AI datacentres to produce memes
Data centers are already paid for, so they’re being built. But if they can’t go online due to power costs. Then that will burst the bubble.
As for AI use… Sadly there are a bunch of people using it. And while the drop off rate of people trying it and ditching it is steep, there’s actually a readoption curve. Which never fucking happens.
So everyone is betting on the next model being better, and more people giving it all a second chance… Which are two open questions.
But no power means no new model and no readoptions. This no profit. Those other steps can fail, but without power it all fails.
Data centers are already paid for, so they’re being built.
no they are not… they are contracted in paper by openAI, for example, who has no way of paying for them other than “trust me bro”
But if they can’t go online due to power costs
it’s not just the cost… the infrastructure to produce all this additional power does not exist… another issue with these massive bubble
As for AI use… Sadly there are a bunch of people using it. And while the drop off rate of people trying it and ditching it is steep, there’s actually a readoption curve. Which never fucking happens.
Served by the current infra, why do we need the next 200 gwatt for? to make memes faster?
So everyone is betting on the next model being better, and more people giving it all a second chance… Which are two open questions.
by everybody you mean those ped.ling the bubble… we already saw the decline in the newer models and know it´s matematically impossible to get rid of the slop or get to “gen ai” through LLMs
the bubble won’t last that long
The bubble might burst, but there are real use cases for AI out there and therefore you will see AI in use even after the current ponzi scheme has collapsed. You can do great voice and handwriting recognition now and speech generation and that won’t go away.
yes but the ridiculously heightened demand won’t be there
The only thing that will burst the bubble is electricity.
The Dotcom bubble burst due to Dark Fiber, all because massive Internet backbones were easy to build, and the last mile to people’s homes, was not.
The current electrical grid cannot support the number of data centers being built. The ones that are planned on top of that… Well dark data centers will be the new dark fiber.
There’s more complexity to it all, but really it all boils down to power for this particular bubble.
or lack of use? the current trend is fueled by hype that AI can do everything and will sub 50% of the work force, another nightmare scenario… however, current AI may be an Ok tool for some jobs and not much more, dsthe world does not need 200 Gwatts of AI datacentres to produce memes
Data centers are already paid for, so they’re being built. But if they can’t go online due to power costs. Then that will burst the bubble.
As for AI use… Sadly there are a bunch of people using it. And while the drop off rate of people trying it and ditching it is steep, there’s actually a readoption curve. Which never fucking happens.
So everyone is betting on the next model being better, and more people giving it all a second chance… Which are two open questions.
But no power means no new model and no readoptions. This no profit. Those other steps can fail, but without power it all fails.
no they are not… they are contracted in paper by openAI, for example, who has no way of paying for them other than “trust me bro”
it’s not just the cost… the infrastructure to produce all this additional power does not exist… another issue with these massive bubble
Served by the current infra, why do we need the next 200 gwatt for? to make memes faster?
by everybody you mean those ped.ling the bubble… we already saw the decline in the newer models and know it´s matematically impossible to get rid of the slop or get to “gen ai” through LLMs