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A comment on Generative AI Hype Peaking.

Re:Generative AI Hype Peaking by qoez on Monday March 10, 2025 @01:43PM (#43323123)
One thing I'd love to short is the idea that we're going to have a second AI winter. Lots of people predict it but I believe this time is actually a real step function innovation (and last time was caused by it being a very distant research project and money dried out because competition with the much more lucrative internet which was growing at the same time).
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Re:Generative AI Hype Peaking by secretmark on Monday March 10, 2025 @01:58PM (#43323408)
Why would you need to short it? If you believe that is true just go long on AI stocks or buy calls on these companies
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Re:Generative AI Hype Peaking by jsight on Monday March 10, 2025 @05:14PM (#43326182)
Going long on AI stocks is fairly hard. OpenAI, Antrophic, and xAI are privately held, as are most of the robotics companies and companies. Companies like Amazon, Google, or Tesla might are sort of AI investments, but they are just subsidiaries or small fractions of the parent (Zoox, Waymo, FSD, etc).

This isn't quite like the dot-com era, with tons of pure play investment options avaialable, regardless of whether you want to go long or short.

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Re:Generative AI Hype Peaking by somewhereoutth on Monday March 10, 2025 @01:53PM (#43323300)
It will be the third major winter - there was one around 1974-1980 as well as 1987-2000.

I don't believe the previous 'summers' entailed quite the scale of [mal]investment that has occurred this time, so the impending winter will be correspondingly savage.

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