Re:I'm Not Convinced the AI Bubble Exists
by runeks on Monday November 09, 2026 @07:35AM
(#50424740)
> - pareto frontier gap decreasing by the month between open and closed models
This is a problem for Anthropic and OpenAI, sure, but why does it matter for e.g. Nvidia (or any of its suppliers) who will use their GPUs for training?
We need to separate the model companies from the shovel-sellers in these "AI bubble" conversations.
This is a problem for Anthropic and OpenAI, sure, but why does it matter for e.g. Nvidia (or any of its suppliers) who will use their GPUs for training?
We need to separate the model companies from the shovel-sellers in these "AI bubble" conversations.