Thread 61276579

>Google allocates assets to Anthropic
>In exchange, Anthropic gets access to 1 million TPUs
>Amazon allocates assets to Anthropic
>Anthropic gets access to Amazon's GPUs

>Microsoft still backing OpenAI
>NVIDIA still OpenAI's main dealer

>Musk doing Musky things, extracting $1t from Tesla
>Vows to "Pull rabbits out of the hat"
>I believe it

*Gasp*
AI CONGLOMERTIZATION WARRRRRRRRRRRRRR!!!!!!!!!

The main selling point of AGI is to reduce the operating costs of a business. If amazon employs 1.2 million people and they replace half of that, thats an extra 50 billion per year they can cash flow to AI.

It aint a bubble until external market factors forces it to correct. This is this most riskiest and revolutionary thing to happen in an economy and nobody is able to correctly predict what will go on.

It all depends on if building these datacenters will have enough compute power to achieve AGI.

Pic rel is the current stage LLMs are in until a revolutionary process happens where the proper compute power can fit on your phone.

If you were a dolt back then you would have never predicted that 70 years in the future everyone in the world has the capability of just shit talking each other on an online forum for gambling.

By the 70s, the world's first microprocessor was developed by intel and that revolutionized everything. 20 years before that this is what a computer looked like.

This is going to be the wildest 20 years of anyone's life in all of history and if it succeeds humanity has already entered the 5th industrial revolution. Although we are already touching the walls of current innovation.

Pic rel.

>>61276689
>>61276695
I could only imagine what the railroad boom would have been like as the only comparison if a competition overdrive is pulled off successfully.

What do you think of the next two years as a prognosis for this collective endeavour?

>>61276705
There are real external factors that can cause this to completely crash. But as long as amazon, google, nvidia, walmart, any company that can keep upcharging their prices without the consumer bucking it will keep being pushed down our throats.

Within the next two years? Theres a good chance we will be in a full swing recession anyways, if the tariffs don't negatively impact our economy then it's much more sound.

The companies that are investing in this have several avenues of cash flow and all it boils down to is how much the consumer will be able to stomach the rising costs of goods in order to feed the beast. Comparing it to the dotcom bubble is a misnomer because many websites werent generating cash flow OR cutting operational costs. The AI bubble is actively cutting costs for businesses.

We will see if AI actually does prove it can produce new cash flow models, my take is that EVERYTHING will be even more subscription based and you will have ads thrown at you regardless.

>>61276725
Good read, great takes. There are certainly many external factors that could completely demolish the foundations these behemoths stand upon, liquidity issues, Eurodollar Ledger conflicts, subprime contagion, Chinese paper defaults, a mini version of China's Real Estate collapse beginning to occur in the U.S. where BlackRock is inheriting developers underwater without construction even started, volatiles like crypto likely the first victim as losses are tallied from all of the above and coffers have to be filled, various stability politics in the wider field, and so on.

When I think of the Big 5, Vanguard, Jane Street, BlackRock and the likes, and the level of interconnectedness, it really feels like an "all-in" on all sides on a "make it or break it" to resuscitate the economy in, I cannot emphasise this enough, acceleration in to the next Epoch, let alone the 5th Industrial Revolution.

Keep in mind, all of Majestic 7, are relatively small compared to Corpratised little g gods of eras gone by, Dutch East India immediately comes to mind.

Let it happen, I say.
Accelerate.

The whole OpenAI and Mag7 jerking each other off just feels like an extra layer on top of the absolute clusterfuck backdrop that is macroeconomics. AGI is probably a myth and wouldn’t actually solve anything tangible. The best you might get are novel drug research, autonomous drone swarms for military tech, and Minority Report level surveillance state. Besides replacing a bunch of call centers representatives in Bangladesh. Our country is run by con artists and scammers so it’s no surprise we’ve arrived at this point. Maybe WW3/aliens/solar flare will happen soon and we can put all this AI business behind us

>>61276689
Eventually Amazon cam fire everybody and operate at zero cost. They won't need people at all!

>>61276809
Yeah it all boils down to these promises coming to fruition, and theres as likely of a chance of it being realized as much as it will all crumble and fail. Early reports often obsfuscate actual reality, there's a real physical limit to advancing technology without having a breakthrough with actual physics.

>>61276809
My money banks on the fact that we already achieved as much as possible, and if we dont have a genuine breakthrough then it will fail.

>>61276579 (OP)
AI economy is just shuffling cash to each other and driving electricity prices up until no one can keep their lights on