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The Fine Print: The following comments are owned by whoever posted them. We are not responsible for them in any way.
byTablizer ( 95088 ) writes:
...expose and pop this damned AI bubble!? Jeez
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byMr. Dollar Ton ( 5495648 ) writes:
No way, we're all in.
bygtall ( 79522 ) writes:
I think we need to wait until either (1) Wall Street gets spooked about companies' return on their AI investment, and/or (2) major investment funds lose a big chunk of money to AI. According to an op-ed in TheRegister, https://www.theregister.com/20... [theregister.com], (and I hope I'm paraphrasing this correctly), most companies promoting their AI investment are merely buying some AI and then telling their proles to use it figuring they can then cut their workforce. However, that only makes the proles more productive, it does not eliminate roles. To do that, you must redo your internal processes to fit AI. Very few companies do that because that would be expensive. They want AI on the cheap, and it sounds good on quarterlies and to their boards.
To change the processes, it helps to start at the bottom and let it filter up, not establish some company-wide mandate to use it (or else).
That article also mentions something which I think is a killer. AI doesn't learn on its own. Let's presume this is true. To get around it, you must be constantly updating the model. To do that, you must constantly extract new information from your organization. But if your organization does not change, then your AI will not significantly change. And this is a recurring cost, not buy once and flog it forever to your investors, board, customers, etc.
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byrayzat ( 733303 ) writes:
I personally struggle to see the value. I use some AI tools and it maybe saves me 2 hours a week, but, some many other people I work with are seeing 20-30% time savings. AI might be overinflated and needs to deflate a bit but I'm slowly moving to the this is the new normal stance.
I regards to AI impacting PC and phone. That's almost a given at this point. I would not be shocked if many second tier, in terms of volume not quality, laptop, phone, and tablet manufactures go bankrupt this year. I have one of
byTablizer ( 95088 ) writes:
It's not disputed that AI has some use, what's disputed is if all this AI infrastructure being built would be profitable without the market-share-grabbing subsidies in place now. Can it carry itself.
The early web likewise showed promise, but the first batch of dot-coms couldn't run a profitable business. It took market trial and error to solve this. And the economy got a bubble poppage while market Darwinian forces battled it out.
byunixisc ( 2429386 ) writes:
Fully agree! Also interesting that all the activists who used to protest the building of power plants for people seem to have gone quiet when it comes to unlimited power for AI datacenters
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bymysidia ( 191772 ) writes:
...expose and pop this damned AI bubble!? Jeez
The major problem here is Microsoft and Google, and the fact that we have given these two companies so much money by using their shit too much, so they have trillions in spare cash to spend on AI shit.
The AI bubble is Not a bubble as far as the chip manufacturers are concerned, so long as Microsoft and Google keep spending insane amounts of money on datacenters - these companies have an opportunity to make massive bank.
The chip manufacturers simply have dollar
byTablizer ( 95088 ) writes:
> [tech oligopolies] have trillions in spare cash to spend on AI shit.
True, but buying market-share usually eventually peters out, based on history.
> The chip manufacturers simply have dollar signs in their eyes, and they are obligated to do what's best to their investors. Which is screw consumers, so they can sell all their capacity to Google.
But if the AI bubble pops, they'll have to go back to consumer sales to survive. AI server farm construction would grind to a halt, meaning no more big chip pur
bytlhIngan ( 30335 ) writes:
The chip manufacturers simply have dollar signs in their eyes, and they are obligated to do what's best to their investors. Which is screw consumers, so they can sell all their capacity to Google.
Except the memory makers *aren't* increasing production. They were burned several times by memory shortages, and when they increase production, the shortage ends and now they have a surplus they have to sell cheap.
Seeing another bubble, they're not scaling the changes to meet the demand - SK Hynix is to bring in a
bymysidia ( 191772 ) writes:
Except the memory makers *aren't* increasing production.
They are actually CUTTING production to create an artificial shortage in the consumer chips.
Micron who owns Crucial is literally shutting down consumer RAM chip production in order to repurpose facilities to make HBM memory for AI companies, since they didn't have the facilities, and the consumer RAM chips are not what the AI companies are interested in buying, either.
byTony Isaac ( 1301187 ) writes:
Where's Dr. Pimple Popper when you need her?
https://www.youtube.com/channe... [youtube.com]
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