Lizzardspawn
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User ID: 594
Lizzardspawn
9hr ago
What do you think the chances are that we are currently in a large (AI related or not AI related) bubble that will pop? It seems like the money printing of the past few years has massive upward pressure on the stock market so I don't know how to unpick the two.
Betting against AI will make you broke, betting for AI will make you broke. Staying away is the smartest thing so far. Take Deepseek - they did magic with inference and the model is next to free now. I use it as daily drivers for heavy coding sessions and it is essentially free - I can barely burn trough 1$ daily. Even if they increase the price - I guess I will have the same USD consumption after 31st of may because flash is just a gem. With china compute ramping up and open models being so close behind the closed ones - the margins that Anthropic and OpenAI expect are just not there.
On the other hand - the technology is transformative. I don't think that there is a single programmer left that doesn't use AI heavily - even the holdouts grudgingly started to admit that latest models are better than juniors. I expect tokens to end up like electricity and oil - ubiquitous, affordable, metered by consumption but absolutely commodified with a mix of locally and remotely running models.
What about burning the oil wells ? Once they start burning they are pretty hard to put down.
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