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>Curious what you (and others) mean with "AI bubble popping" Large corps and FAANGS are spending billions on Nvidia HW and on ML training but all those LLMs ar
by Rinzler89 2y ago
>Curious what you (and others) mean with "AI bubble popping"
Large corps and FAANGS are spending billions on Nvidia HW and on ML training but all those LLMs aren't earning them any money, in fact they're still loosing money just to capture the market share and consumer mindset, but there's doesn't seem to be a profit light at the end of the tunnel.
Once they've bled enough money with no chance of RoI, they'll put a halt on ML expansion and stop buying Nvidia HW. Intel entering at that point would be suicide.
- throw310822 2y agoTrue, those LLMs are not earning them any money, but do you think they lack future applications (and future improvements) that would be worth the money those companies are spending now?
- Rinzler89 2y agoLike I said, there's no proof of massive profitability potential in the near future. You can dream about an optimistic utopic future for those LLMs but the expense bills are real and they are right now.
- zifpanachr23 2y agoI've yet to see future applications that would justify the current spend. That doesn't mean they don't exist, but I'm skeptical that they exist to the extent they would need to in order to justify the hundreds of billions of spend. The spend seems to be based on faith that there will be some kind of major breakthrough...but that does appear to be entirely faith based. We don't have any evidence to indicate that it's likely.
- throw310822 2y ago> The spend seems to be based on faith that there will be some kind of major breakthrough... I think that rather than being a matter of having or not faith in a future breakthrough, the difference is between those who believe that there's already been a major breakthrough in the last few years and those who deny it.