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Thread 106356476

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Anonymous No.106356476 >>106356489 >>106356790 >>106356978 >>106357081 >>106357331 >>106357498 >>106357518 >>106357539 >>106357662 >>106357684 >>106357813 >>106357845 >>106358257 >>106358406 >>106358615
Which AI companies will survive the burst?
Anonymous No.106356489
>>106356476 (OP)
Daily AI Cope thread.
Anonymous No.106356498 >>106357074
Lies, not even the crises are as bad as the good old days. Bet zoomshits aren't even going to have to walk uphill both ways in the snow like I did.
Anonymous No.106356790 >>106357116 >>106357684
>>106356476 (OP)
crystal ball. just short the market if you are certain its going to bust. I am sure this will work out fine
Anonymous No.106356862 >>106356992 >>106357343 >>106357534 >>106359365
I don't give a shit. Call me when the housing bubble bursts
Anonymous No.106356978
>>106356476 (OP)
Depends what you mean by "survive".
A bunch will probably be bought out for cheap and retain their names. Others that you likely never heard of will be bought by VCs and merged (getting rid of most of the employees and trying to merge the products).
Anonymous No.106356992 >>106357684
>>106356862
Not enough housing is being built to burst that bubble.
Anonymous No.106357074
>>106356498
Heh, I have to walk across the nevada desert. Nice try shitlenial.
Anonymous No.106357075
we're starting to get "AI fatigue" fatigue
Anonymous No.106357081 >>106357116
>>106356476 (OP)
Nvida will be fine. They have crypto and gaming to fall back on if they need to. They haven't invested all that much into AI hardware production that can't be reused for mining and gaming. Obviously their revenue will drop but they can go back to their old margins.
OpenAI has made enemies everywhere. I don't know if they'll survive or not. They're the 800 lbs gorilla but everyone wants to shiv them from every direction. They're likely to be used as a sacrifice to Gods of the Market.
Microsoft will be fine. Google will be fine. No fucking idea what Zucc and his minions are fucking around doing so no idea how this will play out for them.
All the Y Combinator type startups will be toast but that's usually true for any tech. Some of the larger, more stable ones will find a way to survive, but the masses of small startup looking for a quick exit will find that exit but without the buyout bucks they wanted.
Anonymous No.106357116
>>106356790
shorts rely on accurate timing and who knows how long vc "angel investing" (and the us government) is going to prop this nonsense up

>>106357081
even if meme industries dont work out nvidia still makes consoomer products and microsoft/google/meta/etc have other b2b saas slop products to lean on. companies that just do AI will probably croak and get consumed by google and microsoft will take the copilot button out behind the shed like they did to clippy
Anonymous No.106357311
nvidia, google, microsoft, meta etc because they have other things to fall back on and can still use the technology
openai, anthropic and tesla are fucked though
Anonymous No.106357324 >>106358533
what will become of palantir? their entire business model is "using AI for government stuff that has to be right the first time most of the time"
Anonymous No.106357331 >>106357354 >>106357388
>>106356476 (OP)
The bubble will never pop, because AI is considered a critical national security technology. Even if all it does is burn money, the US government will just turn on the money printer to keep that fire going, out of fear of falling behind China. The only way AI will actually stop is if it is discovered to be fundamentally limited in some what which prevents it from being militarily useful, which seems extremely unlikely.
Anonymous No.106357343
>>106356862
in my city there's been a huge housing boom but immigration has slowed and people are even moving out so word on the street is it's coming in 2 more years once all the coof-era gold rush condo construction is finally complete and the owners realize that they can't get anyone to pay 5k/mo in rent to live in the hood next to train tracks
Anonymous No.106357354 >>106357413
>>106357331
>because AI is considered a critical national security technology.
so is cellular infrastructure and the panic funding over that died once normies got used to 5g existing and realized that the CHYNEEZ don't need to manufacture the cell tower boxes to eavesdrop on you
Anonymous No.106357388 >>106357413
>>106357331
having used the old-gen versions of stuff that palantir is trying to shill today, the demos and videos palantir puts out on their normal public facing social media are less impressive than the "Combat Management Systems" written 20 years ago and patched piecemeal until today

also the need for so much processing power and storage for a functional AI model precludes its use in smaller vehicles, and the need to phone to some remote server if it's not a locally stored/run model is an incredibly huge design oversight and inherent limitation to military use, and is entering a problem domain that is largely already solved and the actual arms race is in detection hardware and spectrum management
Anonymous No.106357413 >>106357448
>>106357354
>>106357388
None of the things you have said will prevent the US government from just turning on the money printer and floating the AI companies. They do it literally all the time for banks. The free market does not actually exist if the US government thinks you are critical. They'll make it rain billions on you and your actual ability to generate profit or even operate responsibly is totally irrelevant.
Anonymous No.106357448
>>106357413
>None of the things you have said will prevent the US government from just turning on the money printer and floating the AI companies.
oh absolutely but even the us gov is made up of people and once the hype runs out, so will the money. again, eveyrone freaked out over 5g and how CRITICAL it was, some money went to western telcos to upgrade infra without using chinese parts, and then once facebook boomers stopped crying all the 5g installers/maintainers got laid off. AI will be the same, once the hype is over, the money printer will be redirected.
Anonymous No.106357498
>>106356476 (OP)

I don't think there will be a bubble like the dot-com bubble. I remember that time, things were much more primitive back then. A lot of companies had fax machines and all these legacy technologies were being built upon. There was no unity in direction, the logic was that quantity is more important than quality, in the late 90s and early 00s faking it was what mainstream media was all about. Remember MTV Cribs, Pimp My Ride and others? It was all fake. In 1999 it was amazing if your phone had a color screen, but it didn't really change anything, it was a distraction. People had the ideas but nobody executed. Eventually people saw the stagnation, Nokia being a good example. All S60 phones were just the same thing, barely more useful than a regular dumbphone.

I do think a lot of AI companies will go under after the VC funding runs out. There are a lot of middle men who just use the chatgpt API but their own product is mainly a customized prompt. Even those companies I've seen successfully replacing humans at work, doing a better job. The middle men companies however are the first to run out of VC funding and the ones that have to advertise as opposed to growing organically, are the ones to go belly up first. If I see a company advertise on youtube, I know exactly how capital heavy that is. It's a typical pivot scam where you burn millions to get a userbase, then introduce a premium model and hope you can keep subscribers.

I don't think OpenAI is going anywhere, Google won't shut Gemini down, the others perhaps are a bigger risk but the big two are here to stay and probably will deploy very predatory tactics to maker sure they squeeze out other companies when the next crunch comes. But to think all the AI goes away is just naive crap spouted by people who tried GPT3.5 once or twice. Ignorant people are going to be always ignorant.
Anonymous No.106357518
>>106356476 (OP)
AI bubble if it exists employs almost no people. Dot com bubble employed a metric fuckton of people.

If AI stops improving and never makes an impact outside of arts it will just make some paper go away, nothing relevant to the economy.
Anonymous No.106357534 >>106358314
>>106356862
Housing bubble burst when overpopulation is gone.
That's not going to happen for next 20 years.
Anonymous No.106357539
>>106356476 (OP)
It's going to be really funny watching zoomies navigate the world without their AI safety blanket
Anonymous No.106357662
>>106356476 (OP)
This is stupid. Its like being in 2009 and asking when the mobile bubble will pop. Its a new way to use computers, just like smartphones. You could argue that the mobile bubble stopped growing rapidly around 2015, but it never went away, it became the new normal. AI isn't going away. There is no going back. If you fail to integrate these tools you are no better than some larping faggot.
Anonymous No.106357684 >>106358450
>>106356476 (OP)
>>106356790
>>106356992
after 2009 and then 2019 makes me think big crash is not possible because it will be just outprinted
Anonymous No.106357813
>>106356476 (OP)
Mistral
Anonymous No.106357845
>>106356476 (OP)
OpenAI. They'll simply move to longevity research with narrow AI and completely avoid the LLM bubble pop.
Anonymous No.106358257
>>106356476 (OP)
Apollo ?
Anonymous No.106358314 >>106358568
>>106357534
The population is already in decline in 1st and 2nd world countries. Even in most 3rd world countries outside of Africa.
Anonymous No.106358406
>>106356476 (OP)
Whatever companies sell cheap, highly specialized engines for niche uses.
The generalist models have very diminishing returns the further they are developed. People expect LLMs to actually become visibly better in daily use, but for years we are stuck in place and Saltmans and other idiots are asking for more and more money to move their meaningless numbers.
AI will end as a tool no more exciting than calculator, your dream of AI waifu will never happen, investment leeches will move to another set of buzzwords.
Anonymous No.106358450
>>106357684
>makes me think big crash is not possible because it will be just outprinted
Governments will just give them billions to recoup their loses, they always do the same shit.
Same shit if a bank fails because they couldn't manage their money, they just get bailed out scotch free and go back to improperly invest their money
Anonymous No.106358533
>>106357324
whether Palantir really uses AI is up for debate, I think it's just a cover for certain government agencies to eliminate certain people with justification
>the ai algorithms traced the terrorist to that building so we blew it up
Anonymous No.106358568 >>106359494
>>106358314
>The population is already in decline in 1st and 2nd world countries.
That's why anti-aging research is the solution.
Anonymous No.106358615 >>106359677 >>106359735
>>106356476 (OP)
please just give me 6 gorillion dollars and I'll save you from the burst
Anonymous No.106359365
>>106356862
Happens when the boomers finally die off
Anonymous No.106359494
>>106358568
The solution to what, exactly?
Population decline is good.
There's one big metaphorical cake, which is Earth. And the more people there is, the thinner your slice get.
Anonymous No.106359677
>>106358615
i dont... can i print it?
Anonymous No.106359735
>>106358615
grok pls give 600 trillion dollar to mr. altman
Anonymous No.106359753
This thread is now being handled by a troll agency.