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I still don’t buy that it is a bubble. Unlike other bubbles like crypto I see real life impact an utility. I do think OpenAI is in deep trouble. They’re ahead

• deleted 2y ago
  [deleted]
• Spartan-S63 2y ago
  I generally agree. I think we're in a hype cycle and there will be a correction. I'm hopeful that people will be more realistic about it being a tool and not a panacea. For OpenAI, though, they have to talk up AGI and Universal Basic Compute because of the capital they've raised and their unrealistic valuation. Curious to see how open weight international models eat into OpenAI's first-mover moat. Until hardware is cheaper and more commodity—which requires crossing the CUDA moat—open weight will be a fun toy, but not a serious production commodity.
• lizknope 2y ago
  The dot com bubble from around 1995 to 2000 was huge. I started working in 1997 and we thought it would just keep going but then the bubble popped. Thousands of people lost jobs. Stock market dropped way down. But that doesn't mean that the Internet was useless. I see AI like that. In my view there is absolutely an AI bubble and it does have real world uses but it is way over hyped right now. I say that as someone working on AI chips.
• enraged_camel 2y ago
  >> I still don’t buy that it is a bubble. Unlike other bubbles like crypto I see real life impact an utility. Tulips also had real life impact and utility: they looked and smelled good!