He really seems to think he made some deep insight on the "bubble" that he seems so confident about.

> So, it is not obvious to me who will be training new iterations of these models once the current bubble explodes, in particular if the returns are diminishing the way I have experienced.

It looks like he has no clue on how market equilibriums work. He really seems to think LLM's will just like.. stop existing.

So in their world, people would suddenly realise that AI is actually not that economic and we can't have Opus 4.8 quality models just with updated knowledge cutoff perpetually. So in his future, things won't just stall, they will literally go back.

He's really putting his emotional weight on this particular kind of future.

Either that or he's making nebulous emotional claims - its his blog so he can do it.