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The AI bubble is looking worse than the dot-com bubble. Here's why

• metadat 2y ago
  https://archive.today/lqq8e https://archive.today/lqq8e
• metadat 2y ago
  > Put these numbers together and the internet generated more than $1.5 trillion in revenue (in 2024 dollars) in 2000 — and the internet bubble still burst. Generative AI, on the other hand, is currently generating less than $10 billion. If the bubble bursts, it will be a very large pop. Overly negative - Maybe less than $1.5T, but certainly more than $10b, even if indirectly. It's not an apples to apples situation.
  • clipsy 2y ago
    > but certainly more than $10b Based on?
    • metadat 2y ago
      The summation of almost every tech company integrating AI features to boost engagement and sales, not to mention the AI girlfriends business alone. There are More lonely people out there than you might realize.
      • Tier3r 2y ago
        I suspect the actual dollar value of AI from "companionship" far outstrips the value created from the endless junk like Gemini summaries.
      • clipsy 2y ago
        So, gut feeling.
        • metadat 2y ago
          Thanks for your thoughtful and enlightening addition to this conversation.
• Wheatman 2y ago
  This makes me wonder, what will happen to all the data centers and more importantly the GPU's inside these data centers if and when the bubble bursts. GPU are already the easiest parts to change or throw out, and i fear that they would all be turned into e-waste once demand for them goes down. The fact nvidia banned the us of conusmer grade GPU in ai training doesnt bode well either once demand begins to fall down. We dont even need to be in a bubble, everytine a hot new gpu is released, we couks see hundreds to thousands of A100's getting thrown out.