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Re:I'm Not Convinced the AI Bubble Exists by twa927 on Monday November 09, 2026 @03:50AM (#50422883)
> Railroads, semiconductors, plastics, networking... the utility was there for all of them, and so was the potential profit.

I don't see all these things as being comparable to AI... At the bottom, they were "100%" technologies. Trains were just able to transport commodities, and the internet was able to reliably connect computers. So their path to success was about gaining market.

Since they were 100% technologies, they disappeared. One could build solutions using them and forget they are building blocks, because they just worked.

LLM AI is different at the fundamental level, because it's non-deterministic. It needs human-in-the-loop. It won't ever disappear. Gaining market share doesn't fix anything.

Re:I'm Not Convinced the AI Bubble Exists by atwrk on Monday November 09, 2026 @04:34AM (#50423248)
Their point is (and I tend to agree), that LLM AI is not different at the fundamental level. The idea is that e.g. coding capability will be a standard feature of future computing hardware, not a very expensive service you rent. Anthropic is the current-gen mainframe operator selling time-shared access. Or in your analogy: Anthropic is just selling a coding commodity.
Re:I'm Not Convinced the AI Bubble Exists by wooger on Monday November 09, 2026 @06:46AM (#50424285)
Yes, to a large extent, for current real world mass market use cases at least, the only thing keeping the biggest players relevant is that they (and their pals) have monopolised access to GPUs by buying them all and making deals to buy almost everything that Nvidia can produce (even more than they can plug in).

If SMEs were able to buy and host their own GPUs, they would not hesitate to avoid paying a subscription for access to AI tools. They're already starting to do this.

Models already are a commodity, the massive bump in access prices to profitable levels is not going to happen, because businesses will not pay it.

Re:I'm Not Convinced the AI Bubble Exists by vonneumannstan on Monday November 09, 2026 @10:56AM (#50427289)
>It needs human-in-the-loop.

Not AGI Pilled. NGMI

Re:I'm Not Convinced the AI Bubble Exists by tavavex on Monday November 09, 2026 @11:13AM (#50427538)
Are you saying current LLMs are AGI and no longer need any supervision, or that they will without a doubt be AGI at some point but we need to stop supervising them before that happens for some reason?

I also love how well this comment distills the LLM frenzy. People who talk about seeing cult behavior aren't exaggerating - we already have the short, thought-stopping chants, axioms that must be accepted, promises of salvation (GMI) if you accept the messiah (AGI) and absolute conviction in an idea that relies on faith.

Re:I'm Not Convinced the AI Bubble Exists by vonneumannstan on Monday November 09, 2026 @02:33PM (#50430584)
>LLM AI is different at the fundamental level, because it's non-deterministic. It needs human-in-the-loop. It won't ever disappear.

I'm not the one making claims that AI will always need humans in the loop forever. Talk about cult beliefs lol. Your levels of cope are reaching hysterical proportions. You're going to be crying about stochastic parrots and hallucinations as these things take over the world.