AI bubble popping yet? Looking forward to not buying GPUs that cost $2K (before tariffs…).

AI's killer app is "marketing". Bots are incredibly useful for selling items, services, and politics, and AI makes the bots indistinguishable from real people to most people most of the time. It's highly effective so I don't see that market shrinking any time soon.

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There’s a bubble, in the sense of the dot-com bubble. There’s a lot of money being thrown at the AI equivalents of Pets.com, and that will pop eventually. But the internet persisted and transformed every aspect of the society even after the bubble. I think AI will be similar.

AI has historically gone through bubbles, AI Winter is a term exactly because of these cycles of hype.

Maybe this time is different. Maybe not.

Who knows, the topic might be an omen.

1) there is no AI bubble, it has revolutionized how we communicate and learn 2) you don't need to buy an expensive GPU for local LLM, any contemporary laptop with enough RAM is sufficient to run an uncensored Gemma-3 fast

Railroads revolutionized transport and yet railway mania was undeniably a bubble. Something can be both very useful and yet also overvalued and overhyped leading to significant malinvestment (sometimes, everyone wins to the detriment of the investors, sometimes just everyone loses out because a huge amount of effort was spent on not useful stuff, usually somewhere in between).

I'm shocked by this perspective, and I'm deep into the LLM game (shipped 7 figure products using LLMs). I don't feel like anything has been revolutionized around communication - I can spot AI generated emails pretty easily (just send the prompt, people). On the learning front I do find LLMs to be more capable search engines for many tasks, so they're helpful absolutely.

I'm an AI fan, but there's clearly a desperate attempt by just about every tech company to integrate AI at the cost of genuinely productive developments in the space, in a manner that one might describe as a "bubble." Microsoft's gotta buy enough GPUs to handle Copilot in Windows Notepad, after all...

Calling it desperate is a subjective assessment. Yes, some strategies are more haphazard than others, but ignoring generative AI currently is the same as ignoring the internet in 1999 or mobile in 2010 (which facebook famously regretted and paid $4+1B to buy instagram and whatsapp in order to catch up)