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How? AI is a marketing bubble. It’s the only reason tech stocks haven’t collapsed.

• ben_w 2y ago
  AI is both a marketing bubble and a somewhat useful set of products, just like the web itself was in the early days. To me this feels like the dot-com bubble: lots of terrible business ideas as people feel-out the new opportunity space. That said, what's different? I would say that his time there's also a lot of new businesses rapidly imploding because as soon as one person publishes an idea that gets tech-demo level of traction, almost anyone can ask an LLM to code up the same idea and publish their own equivalent in a few hours.
  • red-iron-pine 2y ago
    > almost anyone can ask an LLM to code up the same idea and publish their own equivalent in a few hours I can guarantee you have never used an LLM to code anything seriously large, complex, or novel
    • ben_w 2y ago
      > I can guarantee you have never used an LLM to code anything seriously large, complex, or novel I'm not claiming to have done so, I'm saying almost all of the business ideas in the current bubble are so small and trivial they're also easily duplicated by an LLM. I agree with the implication that where LLMs are at their best is precisely when they're not doing something large, complex or (particularly) novel. But most of the ideas being tried out are also not large, complex or novel — just as the dot-com bubble had "making a loss on every sale but making it up with volume" and then the mobile app era had "now you can order your pizza on your phone" (like you couldn't already even without an app), the AI era has many very poorly thought out ideas that are easy to replicate.