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alextingletoday at 8:11 AM1 replyview on HN

I think it's just as likely that business who have gone all-in on AI are going to be the ones that get burned. When that hose-pipe of free compute gets turned off (as it surely must), then any business that relies on it is going to be left high and dry. It's going to be a massacre.


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simonwtoday at 2:43 PM

The latest DeepSeek and Kimi open weight models are competitive with GPT-5.

If every AI lab were to go bust tomorrow, we could still hire expensive GPU servers (there would suddenly be a glut of those!) and use them to run those open weight models and continue as we do today.

Sure, the models wouldn't ever get any better in the future - but existing teams that rely on them would be able to keep on working with surprisingly little disruption.