this post was submitted on 20 Nov 2025
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Fuck AI

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AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.

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Since some times now the AI bubble is growing and its consequences with it, flash storage price increase, electricity went wild in some places, GPU... Don't need to say anything sadly... NVIDIA became the most valuable company exceeding 4T

So when all of this will go crazy and grow to the burst? When does prices will go down and speculators rushing out of it?

Open question feel free to explain the wider you can, I'm not a financial so I'm really interested in some analysis of the situation :)

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[โ€“] riskable@programming.dev 4 points 2 weeks ago (20 children)

I'm going to be the crazy person here and say, "it's not a bubble." That is, it's not what the "fuck AI" community is thinking about as "a bubble" (e.g. the housing market collapse).

OpenAI could very well fold and take Oracle along with it (yes, please!) but even if that happens there's far, far too much demand for AI stuff for any sort of grand "popping" economic effect.

To this community, "AI" means "AI chat" with people using Big AI company services like ChatGPT for stupid or malicious purposes. But "AI" as an industry is way, way TF bigger than that.

Think of Nvidia GPUs as generic infrastructure like roads: You can use a road to transport all sorts of things using all sorts of vehicles. What the "fuck AI" community cares about is the billionaire drunkenly driving a sports car anywhere and everywhere without consequences when they cause an accident or even kill people. However, the road itself isn't responsible for that.

Even if OpenAI, Anthropic, Copilot, and Gemini end up failing or being disused, Nvidia and the demand for AI services and solutions will continue to grow for decades. Saying that "AI is a bubble" or a "fad" is like going back in time to the early 1990s and saying the Internet is a fad.

Think of Nvidia GPUs as generic infrastructure like roads: You can use a road to transport all sorts of things using all sorts of vehicles.

Not if it turns out that it is not economical to build and maintain that kind of roads. And this is exactly the assessment and why it is called a bubble.

And of course, like you can use "classical AI" to solve the traveling salesman problem, play chess, find optimized subway connections, or recognize speech and handwriting, there /might/ be some useful applikations for newer algorithms and GPUs. Though the main application is to produce textual slop, which has little value.

For example, Linus Torvalds thinks AI might in future possibly help to find some bugs in human-written computer software. That could make its value similar to address sanitizer or valgrind. No, these two are not billion dollar companies.

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