The earlier the bubble pops, the less damage it does to us all. So yes, cheer for the burst.
this post was submitted on 13 Oct 2025
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Just like the .Com bubble, the technology will stay, but many "yeah, we are doing AI now" companies will go.
Damn it. I think maybe this time it is. Dunno for real, but charts might be going for it.
EDIT: Narrator: It wasn't.
Oh guys, don't be silly. Just ask the chatbot, it knows what to do!
Then our weirdo creep peeking-tom pervert overlords in Silicon Valley will have their infinite magic money pit and they'll finally get real buff and get cool hairstyles and they'll be popular and all the girls will think they're really cool!
Gosh, I'm so excited for little Mark Zuckerberg to get his first kiss. Maybe then he can fuck off to space forever.
Whoever could have predicted this
Certainly not every single person outside of the AI industry.
I'm going to take a shot in the dark here and guess that the people inside the AI industry aren't surprised either. They're just playing a game of fiscal hot potato hoping they're not the ones left holding it when the music stops.
I think there are plenty that are high on their supply. Lots of them truly believe AI will save the world.
I'm a bit more cynical than that. I'm pretty sure that the "AI is the future!"/"AI will destroy humanity, we must tame it!" crowds are just a well-orchestrated horse and pony show.
Nah. Even a prolific person like Peter Theil is doing it because he has a warped sense of reality and thinks he's stopping the antichrist by pushing technology forward.
He's not really in the industry though. He's an investor in it. By "in the industry" I mean the people running the LLM companies or working on the LLMs. I just can't see someone who actually works with those things thinking that there's real intellect coming forth from them when even a tech ignoramus like me can spot the obvious signs that these things are fake.
He absolutely uses AI (maybe not LLM) in his automated weapon systems he sells to the government.
Well that is probably true, but I'm pretty sure his engineers are smart enough to know LLMs have no place in automated anything other than bullshit makers.
I sincerely doubt that is true. Just about every coder is using an LLM in some capacity. And if they're not, they're getting left behind. It's just another tool you can use to make yourself more successful.
Can you find a peer-reviewed study that shows any form of meaningful productivity increase from use of LLMs?
I can't. I can only find the opposite. I'd be intrigued to see the positive.
(Note: peer-reviewed study. Not a bunch of anecdotes from people saying "I TOTALLY VIBE-CODED MYSELF INTO MASTERY!")
Maybe they should not have created the bubble in the first place.
It’s one thing to create a bubble. It’s another when everybody continues to throw their money in when it’s obvious it’s a bubble.
Quick, what's something else that uses thousands of GPUs, electricity and fresh water that we can sell to VCs?
- ~~VR~~
- ~~.com~~
- ~~Big Data~~
- ~~VR~~
- ~~Crypto Currency~~
- ~~VR~~
- ~~Gen AI~~
- ???
(ETA to add a couple of bubbles to the list.)
3D TV.
ETA? I assume you don’t mean estimated time of arrival?
LOL, I'm afraid I did a "PIN Number" bit of redundancy. "Edited to Add to add." Oops!
oh I didn’t even realize edited to add was a thing. haven’t encountered that before!
Tea and coffee for everyone.
G4m3rs
AR glasses that require a server for all their functionality?
Oh that's good, I forgot about VR/AR!
With AI augments of course.
A triple A game that's so bloated and un-optimized it requires two, no... three video cards in parallel to properly run.
That doesn't narrow it down
NFT's should be on this list. Well. That and the metaverse.
Seti
Can we convince VCs that SETI will eventually pay out, though?
When you connect aliens with people so they can talk with each other. Multiply telecommunication market capital by 2.
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There have many articles about this (I'm kinda getting tired of it) but I know they will act super surprised anyway when it finally happens.
Yeah, they will try and squeeze the last potential drop of water from a stone right uo untill it explodes in their faceses
From their POVs:
Quick, how do you bet against AI?
You can short Nvidia/ Microsoft but just remember the government can remain irrational longer then you can remain solvent
The only winning move is not to play.
Buy put options on NVDA or just SPY.
VGT or a similar tech index fund would work as well
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Has anyone tried asking the fancy chatbot?
Reality is often scary.
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