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I think a better title would be "Big Tech is struggling to add real capabilities and improve productivity despite slapping LLM models in every one of their exis

I think a better title would be "Big Tech is struggling to add real capabilities and improve productivity despite slapping LLM models in every one of their existing apps", but it just doesn't roll off the tongue.. For the bubble to burst, investors would need to stop believing in the potential of AI in the near-to-medium term. I don't think we're quite there yet and, if we are, the article doesn't really support that claim. There's still room for other companies to innovate and create real value with LLMs. But innovation is usually better done by challengers who have nothing to lose than incumbents who are, as the article correctly points out, trying to signal "trust me, we can innovate" to their (non-VC) investors.

tim333 2y ago
Yeah, the article's gripe seems to be mostly that a lot of people are not very keen on paying for the current offerings from Google and Microsoft. Meanwhile research is cracking along with things like this from Jim Fan, a researcher at NVIDIA saying we are not far from AI being able to recursively improve itself without human help https://www.reddit.com/r/singularity/comments/1i5ghkq/jim_fan_lead_robotics_and_simulation_researcher/ https://www.reddit.com/r/singularity/comments/1i5ghkq/jim_fa...
- rsynnott 2y ago
  > Meanwhile research is cracking along I mean, research didn't end after the last six or so AI bubbles collapsed, either; this pattern goes back to the 1960s. The bubble referenced is the financial/economic bubble which currently exists around AI. I think saying it's bursting is probably _slightly_ premature, but "people refuse to pay for the Big New Thing, we must force it upon them" _is_ usually a sign that the end is nigh.