alt Hacker NewsDo you believe that we're in an AI bubble? If so what do you think will happen if & when it pops? What happens if Anthropic and OpenAI go under? Will Microsoft and Google continue investing? Or will local/open-weight LLMs be viable alternatives? In the latter case will there be new ones trained, and if so who's gonna build the AI data centers that turned to be unprofitable in absence of a frontier model to distill cheaply? Or do you think we can run current models and point them at the Internet and be done with it?
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I believe that the current generation of AI models have matched the hype of the last few years after the previous generation did not.
Whether they will keep doing so is another matter entirely.
The train will keep going for another 6 months at least.
>Do you believe that we're in an AI bubble?
I'd prefer to concretely define the term before answering this. It's loaded. I think "bubble" is generally thrown around way too liberally anytime something is goes up a lot.
It's possible that valuations will crash. I think it would be temporary though. I think something like the internet tech stock crash of the early 2000s is possible although I think the fundamentals are much better here. I would wager it wont crash anything like that. I mean, would you liken Anthropic to Pets.com? And keep in mind even with that crash the internet is more ubiquitous now than ever, and the major players then are not necessarily the major ones now. Anthropic and OpenAI can go under.
> What happens if Anthropic and OpenAI go under?
What would the implication of that be though? The AI models arent going away. The tech is still there.
Is that all that relevant? Surely even if AI becomes financially unsustainable in the next two years, it's still rational to use it right now while it's VC-funded.