Re:I'm Not Convinced the AI Bubble Exists
by lopis on Monday November 09, 2026 @06:57AM
(#50424388)
Demand will also grow as technology matures, if that maturing means more efficient and cheaper models. We're already at a stage where only a very small niche cares for better more complex models.
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But which companies will capture that value? It could be like semiconductors where TSMC makes most of them but captures very little of the value.
Re:I'm Not Convinced the AI Bubble Exists
by karp773 on Monday November 09, 2026 @07:26AM
(#50424658)
People keep repeating this but is it true? In natural sciences, for example, there are endless applications. Anthropic models have only recently reached the level what I would call useful. Still, they are far from perfect and there's a lot of room for growth. Is science a very small niche? I don't think so.