Re:I'm Not Convinced the AI Bubble Exists
by tescreal on Monday November 09, 2026 @11:29AM
(#50427808)
Specifically with regards to the data necessary to train, the AI companies have allowed the earth to be scorched (to say scorched earth tactic is to attribute intent, which I wish to avoid for my point), making clean training data harder to obtain. Essentially, what I do see as intended is the enclosure of an intellectual commons.
Re:I'm Not Convinced the AI Bubble Exists
by fc417fc802 on Monday November 09, 2026 @01:50PM
(#50429805)
You don't need clean data to train, just "reasonable" data. General bulk data from the wider world isn't the difficult part. AFAIU task specific RL environments, custom annotated datasets, and access to the raw compute necessary to actually perform the training are the primary limiting factors. The latter in particular is no joke. Most companies won't be able to afford the pretraining for a frontier sized model. Even "small" models can run into the millions USD IIUC.
Re:I'm Not Convinced the AI Bubble Exists
by boredatoms on Monday November 09, 2026 @12:27PM
(#50428616)
Data will be stolen/exfiltrated if it becomes that valuable
Re:I'm Not Convinced the AI Bubble Exists
by godelski on Monday November 09, 2026 @09:39PM
(#50435418)
Will?
AI is simultaneously at the forefront of mathematics and unable to do accounting.
More specifically: when everything you could previously have earned money with is subsumed by AI, the "frontier" of profitable knowledge exists solely with the highest concentration of capital. Because that's where the highest amount of compute and consequently valuable data is.
Already now the idea of the tech being "commoditized" is true only if you exclusively look at the bubble of rich countries. AI-worthy compute is prohibitively expensive otherwise for individuals.