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A comment on The AI Investment Boom. Parent comment

Re:The AI Investment Boom by almost_usual on Sunday October 20, 2024 @12:25PM (#41896456)
In the case of dark fiber the hardware was fine, wavelength division multiplexing was created which increased capacity by 100x in some cases crashing demand for new fiber.

I think OP is suggesting AI algorithms and training methods will be improve resulting in enormous performance gains with existing hardware causing a similar surplus of infrastructure and crash in demand.

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Re:The AI Investment Boom by llamaimperative on Sunday October 20, 2024 @12:43PM (#41896626)
How much of current venture spending is going into reusable R&D that can be moved forward in time the way that physical infrastructure in their examples were able to be used in the future?
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Re:The AI Investment Boom by Eisenstein on Sunday October 20, 2024 @10:09PM (#41900123)
Considering that models have been getting more powerful for the same number of parameters -- all of it.
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Re:The AI Investment Boom by llamaimperative on Monday October 21, 2024 @09:16AM (#41903853)
That... is not relevant. The question is what percentage of R&D spend gets "encoded" into something that can survive the dissolution of its holding company and how much does a transfer to a new owner depreciate it.

I'd be shocked if more than like 20% of the VC money going into it would come out the other side during such an event.

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