> These tools are here. They’re not going away.
They might very well go away. There is definitely an AI bubble, and it remains to be seen whether it deflates gradually or pops spectacularly. Geoeconomics might destroy them by constraining their access to hardware. The capabilities are real, but whether those capabilities are realised is a different matter.
Deepseek is realistic about this and is offering great prices.
I think that once companies are more realistic about token demand they can start making a profit