4 ms·

I am a huge believer in AI, but the build-out right now, justified or not, will definitely hit a slowdown at some point. Not being diverse in their customer bas

by jmward01 11mo ago

I am a huge believer in AI, but the build-out right now, justified or not, will definitely hit a slowdown at some point. Not being diverse in their customer base could really hurt them later on. Sometimes you keep something going for tomorrow's business even if it is costing you something today.

_cenw 11mo ago
AI being a useful component in our futures (depending on how much as a society we'll shun slop) and the current scale of AI investment being a line-go-up bubble are complementary, not exclusive. It really is just dotcom all over again.
zarzavat 11mo ago
It's just a brand. They can start it up again later if enterprise demand falls.
- jmward01 11mo ago
  I hear the cries of a thousand people in marketing right now. Building a brand takes time. I could see this if they were thinking they needed to re-invent the brand and to help with that they were strategically taking a break but that seems like a stretch.
  - dastbe 11mo ago
    my expectation is that they would either sell crucial RAM at such a low volume and/or such a high price that it would do more damage to the brand than sunsetting it and returning to it when the slowdown occurs.
  - zarzavat 11mo ago
    It's kind of the opposite. Crucial is a throwaway brand so that the premium brand (Micron) can sell cheaper shit without tarnishing their enterprise branding.
qalmakka 11mo ago
There's a huge difference between "AI" and "tech bros and finance guys getting amazed by an LLM that talks back to them without realising it's just a language model and not intelligence, so they started chucking the massive piles of cash they had lying around the world to evade taxes to them in a pyramid scheme of colossal scale". We currently are heading more and more towards the latter, and when it crashes it will sow so much distrust and curse the "AI" name so much that we'll probably get a decades-long AI winter after that. In the end none of this nonsense will help the world towards getting better AI any time soon. Already most "AI researchers" outside of the big corps have basically turned in the last 3 years from "people training their models and doing research" to "webdev plugging into other people's APIs to use LLMs they don't know crap about". When, not if, the big AI bubble bursts, the damage done to the sector will be immense
croes 11mo ago
At the moment AI is to me like the debunked assumption of the existence of the Moai on Easter Island. We cut down our trees to build more AI datacenter sculptures to please the AI gods. Or the nuclear craze of 50s where radioactuve material where stuffed in everything like toothpaste, cream etc.

_cenw 11mo ago

AI being a useful component in our futures (depending on how much as a society we'll shun slop) and the current scale of AI investment being a line-go-up bubble are complementary, not exclusive. It really is just dotcom all over again.

zarzavat 11mo ago

It's just a brand. They can start it up again later if enterprise demand falls.

jmward01 11mo ago
I hear the cries of a thousand people in marketing right now. Building a brand takes time. I could see this if they were thinking they needed to re-invent the brand and to help with that they were strategically taking a break but that seems like a stretch.
- dastbe 11mo ago
  my expectation is that they would either sell crucial RAM at such a low volume and/or such a high price that it would do more damage to the brand than sunsetting it and returning to it when the slowdown occurs.
- zarzavat 11mo ago
  It's kind of the opposite. Crucial is a throwaway brand so that the premium brand (Micron) can sell cheaper shit without tarnishing their enterprise branding.

qalmakka 11mo ago

There's a huge difference between "AI" and "tech bros and finance guys getting amazed by an LLM that talks back to them without realising it's just a language model and not intelligence, so they started chucking the massive piles of cash they had lying around the world to evade taxes to them in a pyramid scheme of colossal scale". We currently are heading more and more towards the latter, and when it crashes it will sow so much distrust and curse the "AI" name so much that we'll probably get a decades-long AI winter after that. In the end none of this nonsense will help the world towards getting better AI any time soon. Already most "AI researchers" outside of the big corps have basically turned in the last 3 years from "people training their models and doing research" to "webdev plugging into other people's APIs to use LLMs they don't know crap about". When, not if, the big AI bubble bursts, the damage done to the sector will be immense

croes 11mo ago

At the moment AI is to me like the debunked assumption of the existence of the Moai on Easter Island. We cut down our trees to build more AI datacenter sculptures to please the AI gods. Or the nuclear craze of 50s where radioactuve material where stuffed in everything like toothpaste, cream etc.