logoalt Hacker News

layer8today at 5:24 PM1 replyview on HN

> And what else would they do? What's the other growth path?

Are you arguing that if LLMs didn’t exist as a technology, they wouldn’t find anything to do and collapse?


Replies

rsynnotttoday at 8:57 PM

_Number would not go up sufficiently steeply_, would be the major concern, not collapse. Microsoft might end up valued as (whisper it) a normal mature stable company. That would be something like a quarter to a half what it's currently valued. For someone paid mostly in options, this is clearly a problem (and people at the top in these companies mostly _are_ compensated with options, not RSUs; if the stock price halves, they get _nothing_).