AI is huge, it’s just not the only thing happening in tech right now. I say this as an MLE but it seems really unbalanced that LLMs have gotten trillions in investment when other groundbreaking innovations like battery improvements or fusion power or gene therapy have gotten substantially less attention.
Disagree re: DeepSeek theoretical breakthroughs, MLA and GRPO are pretty good and paved the way for others e.g. Kimi K2 uses MLA for a 1T MoE.
Big money investors know that real tangible products that have real tangible benefits aren't usually decimal-point-shifting-your-net-worth jackpots. They make money, sure, but factories can't be built in a day. Also, if they can make AI work as it says on the box, they'll be able to get rid of all those pesky employees and turn their companies into pure money-printing enterprises.
Pay no attention to the cracks that are showing. Nevermind the chill. Everything is fine.