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2 Trillion dollars in Capex to get code generators with hallucinations, that run at a loss, and you ask where is the Bubble?
by belter 1y ago
2 Trillion dollars in Capex to get code generators with hallucinations, that run at a loss, and you ask where is the Bubble?
- re-thc 1y ago> 2 Trillion dollars in Capex to get code generators with hallucinations You assume that's the only use of it. And are people not using these code generators? Is this an issue with a lost generation that forgot what Capex is? We've moved from Capex to Opex and now the notion is lost, is it? You can hire an army of software developers but can't build hardware. Is it better when everyone buys DeepSeek or a non-US version? Well then you don't need to spend Capex but you won't have revenue either.
- littlestymaar 1y agoDeepseek somehow didn't need $2T to happen.
- re-thc 1y agoBecause you know how much they spent. And that $2T you're referring to includes infrastructure like energy, data centers, servers and many things. DeepSeek rents from others. Someone is paying.
- anotherd1p 1y agoall that led up to Deepseek needed more. don't forget where it all comes from.
- matt3D 1y agoI think the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble. If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI.
- re-thc 1y ago> the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble Who says they don't make money? Same with open source software that offer a hosted version. > If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI Freemium, open source and other models all exist. Does it undermine the value of e.g. Salesforce?
- belter 11mo ago"Big Tech Needs $2 Trillion In AI Revenue By 2030 or They Wasted Their Capex" - https://www.wheresyoured.at/big-tech-2tr/ https://www.wheresyoured.at/big-tech-2tr/