Anonymous
11/11/2025, 8:30:46 PM
No.725565536
>>725564059
You're right that demand will remain but we're absolutely getting close to the bubble pops with how much debt is piling into the industry now. Even the big tech corps are starting to release bonds for further AI investment, so the typical argument skeptics have presented that this isn't a dot com bubble because its being financed through cash isn't holding true anymore. If it wasn't obvious from these absurd deals OpenAI have been making it should be abundantly clear that they are looking to have the government bail them out on 1.5 trillion in debt they've accumulated under the argument that they need to survive to beat China. (This will be devastating to the US tax payer because I don't even think OpenAI is going to be the winner, if anything I consider Anthropic to be the likely US winner because instead of wasting time, money, and resources on crafting erp chat bots they've focused on developing practical LLMs that corporate America will actually use.) I would be genuinely surprised if the bubble has not bursted by the end of 2027. We are simply just not close enough to AGI to make the current valuations make sense. If we were, you would be seeing technological advancements far more impressive than the ability to have a robot make a video of Sam Altman trying to shoplift GPUs at Target.
The real winners of the AI race are going to be those who build the energy infrastructure necessary the fastest. Sadly, I don't see any sort of wisdom or foresight from the US to be that winner. Maybe if they at least pick up on getting SMRs built after the SMR getting built in Ontario gets competed and if Ontario sees good results from it.
You're right that demand will remain but we're absolutely getting close to the bubble pops with how much debt is piling into the industry now. Even the big tech corps are starting to release bonds for further AI investment, so the typical argument skeptics have presented that this isn't a dot com bubble because its being financed through cash isn't holding true anymore. If it wasn't obvious from these absurd deals OpenAI have been making it should be abundantly clear that they are looking to have the government bail them out on 1.5 trillion in debt they've accumulated under the argument that they need to survive to beat China. (This will be devastating to the US tax payer because I don't even think OpenAI is going to be the winner, if anything I consider Anthropic to be the likely US winner because instead of wasting time, money, and resources on crafting erp chat bots they've focused on developing practical LLMs that corporate America will actually use.) I would be genuinely surprised if the bubble has not bursted by the end of 2027. We are simply just not close enough to AGI to make the current valuations make sense. If we were, you would be seeing technological advancements far more impressive than the ability to have a robot make a video of Sam Altman trying to shoplift GPUs at Target.
The real winners of the AI race are going to be those who build the energy infrastructure necessary the fastest. Sadly, I don't see any sort of wisdom or foresight from the US to be that winner. Maybe if they at least pick up on getting SMRs built after the SMR getting built in Ontario gets competed and if Ontario sees good results from it.