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Re:I'm Not Convinced the AI Bubble Exists by milosparrow on Monday November 09, 2026 @04:42AM (#50423313)
> I don’t think this is naive at all; it’s quite rational that demand increases as price decreases, which does seem inevitable.

But that's not what OC is saying, isn't it? Frontier models becoming better and cheaper at the same time are not a given.

Near-frontier models that have 99% of the capabilities of frontier models, at a tenth of the cost of frontier models, might ironically be what pops the bubble.

Re:I'm Not Convinced the AI Bubble Exists by Schiendelman on Monday November 09, 2026 @04:46AM (#50423340)
Is there seriously a non-frontier model out there that can do what Opus 5.5 does? I can say: go look at a ticket in Jira and figure out how to fix it, right into end tests for it, make sure it aligns with previous architectural decisions we've recorded in documents, and then test it, summarize all the testing you did, and open up a PR for review?
Re:I'm Not Convinced the AI Bubble Exists by Madmallard on Monday November 09, 2026 @04:51AM (#50423387)
Yeah Opus 5.5 doesn't do that either a lot of the time you have to review it yourself or you're a moron.
Re:I'm Not Convinced the AI Bubble Exists by curt15 on Monday November 09, 2026 @06:26AM (#50424123)
Anthropic, for one, doesn't seem to be replacing their human engineers and data scientists with Opus 5.5 yet even when they would be better positioned to do so than any other company. https://www.anthropic.com/careers/jobs
Re:I'm Not Convinced the AI Bubble Exists by wooger on Monday November 09, 2026 @06:54AM (#50424358)
But they're all using Claude (with unlimited tokens) every day, multiplying their effectiveness for sure over what even the best coders can produce.
Re:I'm Not Convinced the AI Bubble Exists by Madmallard on Monday November 09, 2026 @07:37AM (#50424766)
This is satire, right?
Re:I'm Not Convinced the AI Bubble Exists by knottn on Monday November 09, 2026 @10:07AM (#50426680)
A 10x will always be beat by 10x+ai. But ai+10x is better than just ai. The world has an over supply of ai (or soon will) but a finite number of 10x coders.
Re:I'm Not Convinced the AI Bubble Exists by cobbzilla on Monday November 09, 2026 @05:18AM (#50423628)
CPUs (and a million other things) got better and cheaper with time, I see no reason that AI would be any different.
Re:I'm Not Convinced the AI Bubble Exists by milosparrow on Monday November 09, 2026 @08:53AM (#50425619)
The real question is not if the technology is going to get better and cheaper, but rather if it's going to meet the market expectations to justify trillions of USD in valuation.
Re:I'm Not Convinced the AI Bubble Exists by bluebands on Monday November 09, 2026 @11:14AM (#50427556)
1. What you want changes as the market does, in the way people use agentic coding now rather than just cheaper versions of Cursor autocomplete 2. Frontier labs are cheaper than open-source models too