News for hackers. Stuff that matters.

A comment on AI Bubble vs. Dot Com Crash. History Is Repeating.

Re:AI Bubble vs. Dot Com Crash. History Is Repeating by oleg_kabanov on Saturday July 18, 2026 @09:13PM (#48964095)
The main trend is that models are moving out of cloud to local setup to avoid paying for tokens. This becomes possible due to free open-source models like Kimi K3 that already reached level of the best commercial models.

The second trend is that AI is not mature enough to be used as a human replacement. Maybe as a helper, but even then they need close guidance and check. All these talks about autonomous agents, AI employees. etc - this is all hype that current level of AI technology cannot deliver. Realization of this fact will cause bubble deflation.

[ Parent | on HN ]
Re:AI Bubble vs. Dot Com Crash. History Is Repeating by clipsy on Saturday July 18, 2026 @09:16PM (#48964121)
> The main trend is that models are moving out of cloud to local setup to avoid paying for tokens. This becomes possible due to free open-source models like Kimi K3 that already reached level of the best commercial models.

Who on earth is running a 1.8T parameter model locally? The hardware to do that with a usable token/s rate for a single person is (at least) well into 5 figure territory.

[ Parent | on HN ]