4 ms·

AI hype is fading too, I think around mid 2026 stocks will crash

by asdev 1y ago

latchkey 1y ago
> AI hype is fading too Source? I see it growing in my business.
- Workaccount2 1y ago
  >Source? The AI gooners who lost their virtual girlfriend/boyfriend when GPT-5 came out, and wouldn't shut up about how awful GPT-5 was for a week.
- ulfw 1y ago
  You see the hype even growing??
  - latchkey 1y ago
    Yes. AI utility is growing at an ever increasing rate. It is becoming more and more useful. That utility drives hype.
- asdev 1y ago
  what business? if your sector isn't tech, then it's just a lagging indicator
  - latchkey 1y ago
    AMD AI NeoCloud
    - uncircle 1y ago
      Shovels sell best the day of the crash. If OP is right in their mid 2026 assessment, you’re still on the way up.
      - latchkey 1y ago
        Cat is out of the bag, AI is not magically going away. The need for compute is endless. The need for democratized compute is our niche, and the need for decentralized compute (AMD) is largely unrealized.
        gamblor956 1y ago
        Of course AI is not magically going away. It was never here to begin with.
- gamblor956 1y ago
  Nvidia said that they saw weakness in the upcoming months due to companies overextending themselves on AI-related spend. Meta has frozen AI-related hiring. Most AI startups have also paused hiring. AI funding went from "say AI and get $100m" to a parched desert in the space of about 4 weeks. There was a well-publicized MIT study about it 2 weeks ago that found most companies saw little to no benefit from AI, and now non-tech companies are not only no longer bragging about AI in their marketing materials, they're actually cutting back or eliminating their AI spend.
  - latchkey 1y ago
    You're obviously bearish. I'm not. My own anecdotal evidence suggests otherwise to the things you're pointing out. I personally get benefits from consuming AI in my own life. I willingly pay for the service. I'm excited to watch it progress and improve. On the business side, our customer base and usage is growing. We mostly service businesses building useful AI utility. I'm totally excited to watch this play out however it goes.

AI hype is fading too, I think around mid 2026 stocks will crash

by asdev 1y ago

AI hype is fading too, I think around mid 2026 stocks will crash

latchkey 1y ago

> AI hype is fading too Source? I see it growing in my business.

Workaccount2 1y ago
>Source? The AI gooners who lost their virtual girlfriend/boyfriend when GPT-5 came out, and wouldn't shut up about how awful GPT-5 was for a week.
ulfw 1y ago
You see the hype even growing??
- latchkey 1y ago
  Yes. AI utility is growing at an ever increasing rate. It is becoming more and more useful. That utility drives hype.
asdev 1y ago
what business? if your sector isn't tech, then it's just a lagging indicator
- latchkey 1y ago
  AMD AI NeoCloud
  - uncircle 1y ago
    Shovels sell best the day of the crash. If OP is right in their mid 2026 assessment, you’re still on the way up.
    - latchkey 1y ago
      Cat is out of the bag, AI is not magically going away. The need for compute is endless. The need for democratized compute is our niche, and the need for decentralized compute (AMD) is largely unrealized.
      - gamblor956 1y ago
        Of course AI is not magically going away. It was never here to begin with.
gamblor956 1y ago
Nvidia said that they saw weakness in the upcoming months due to companies overextending themselves on AI-related spend. Meta has frozen AI-related hiring. Most AI startups have also paused hiring. AI funding went from "say AI and get $100m" to a parched desert in the space of about 4 weeks. There was a well-publicized MIT study about it 2 weeks ago that found most companies saw little to no benefit from AI, and now non-tech companies are not only no longer bragging about AI in their marketing materials, they're actually cutting back or eliminating their AI spend.
- latchkey 1y ago
  You're obviously bearish. I'm not. My own anecdotal evidence suggests otherwise to the things you're pointing out. I personally get benefits from consuming AI in my own life. I willingly pay for the service. I'm excited to watch it progress and improve. On the business side, our customer base and usage is growing. We mostly service businesses building useful AI utility. I'm totally excited to watch this play out however it goes.