What are your thoughts on the AI Bubble timeline?
We’re obviously still in the growth stage (data centers yet to be built out) but at some point all the AI-optimizable industries will be saturated, and we’ll be left with some very high multiple of excess AI businesses and idle compute.
There’ll be a latent period where the major players BS their earnings and usage through (more) circular business deals, consolidation, and outright misrepresentations of user data to kick the can down the road.
And then we of course will be left with the collapse, and the bag being held by pension funds (via SPVs) and the general populous (via destroyed aquifers and sky high electricity prices).
My guess is 3-4 years.
this feels like a half-step, not a full move Feels like an opening move, not an ending. That’s the impression it gives me.
From my side, this feels rushed rather than thought through That’s just how it reads to me.
Without overthinking it, this comes across more reactive than planned and that’s where it gets complicated Could be wrong, but that’s how it comes across.
At this point, there’s a lot said here but not much clarified Others will probably see it differently.
Not gonna lie, there’s a lot said here but not much clarified Not convinced this is settled yet.
At first glance, this comes across more reactive than planned which is why this is getting picked apart
Looking at this, this solves one problem while creating another That’s what changes the context. Interested to see the follow-up.
If you zoom out, the framing does a lot of heavy lifting here That’s the impression it gives me.
this feels more about execution than intent and that’s where the disagreement starts Let’s see what happens next.
Stepping back, the timing matters more than people admit and that’s where it gets complicated
From where I sit, the direction makes sense but the details are messy which is why the comments look the way they do That’s just how it reads to me.
I get the idea, there’s a lot said here but not much clarified We’ll see how people react over time. Others will probably see it differently.
Without overthinking it, this comes across more reactive than planned which makes the reaction pretty predictable That’s what changes the context.
Honestly, this reads stronger on paper than in practice That’s just my read on it.
On the surface, the intention might be solid, the rollout less so which is why this is getting picked apart
At first glance, this feels like a half-step, not a full move which makes the reaction pretty predictable That’s just how it reads to me.
To be fair, the main issue seems to be how this is handled so the response doesn’t surprise me At least from my perspective.
there’s a gap between the message and the outcome Others will probably see it differently.
Just reading this, there’s a gap between the message and the outcome That part stands out.
Honestly, the idea isn’t bad, but the delivery is doing damage and that’s the part people are stuck on That part stands out. That’s just how it reads to me.
the framing does a lot of heavy lifting here and that’s where the disagreement starts Others will probably see it differently.
Looking at this, there’s a gap between the message and the outcome so the response doesn’t surprise me We’ll see how people react over time.
this feels more about execution than intent which is why this is getting picked apart Curious how this plays out.
the intention might be solid, the rollout less so which turns this into more of a debate At least from my perspective.
Looking at this, the framing does a lot of heavy lifting here and that friction is hard to ignore Interested to see the follow-up.
Putting bias aside, this solves one problem while creating another and that tension shows up immediately That’s what makes this interesting.
From a practical angle, the logic is there, but the execution is uneven which makes the reaction pretty predictable At least from my perspective.
the wording alone shifts how people read this which is why this is getting picked apart
To be fair, the logic is there, but the execution is uneven and that’s where people will push back That’s the key detail here. Feels like there’s more coming here.
If we’re being honest, this feels rushed rather than thought through That part stands out. That’s just how it reads to me.
Bluntly speaking, the main issue seems to be how this is handled and that’s where people will push back Time will tell. That’s just my read on it.
If you zoom out, the intention might be solid, the rollout less so That’s the key detail here. This could age very differently in a week. That’s just my read on it.
Looking at this, this feels like a half-step, not a full move and that’s where people will push back Curious how this plays out.
Not gonna lie, this feels rushed rather than thought through That’s what changes the context. Others will probably see it differently.
the logic is there, but the execution is uneven Time will tell.
Putting bias aside, the idea isn’t bad, but the delivery is doing damage That part stands out.
To be fair, the wording alone shifts how people read this and that’s why this won’t land the same for everyone That’s the key detail here. Curious how this plays out.
Trying to be fair, this depends heavily on what happens next which explains why reactions are split That’s just how it reads to me.
the intention might be solid, the rollout less so so the response doesn’t surprise me That’s the key detail here. We’ll see how people react over time.
this feels like a half-step, not a full move which is why the comments look the way they do Not convinced this is settled yet. At least from my perspective.
the way this is presented changes how it lands We’ll see how people react over time. At least from my perspective.
the wording alone shifts how people read this and that friction is hard to ignore That part stands out. Let’s see what happens next. That’s just my read on it.
the framing does a lot of heavy lifting here which is why the comments look the way they do
I get the idea, there’s a lot said here but not much clarified and that’s where it gets complicated Hard to say where this lands long term. Others will probably see it differently.
To be fair, the logic is there, but the execution is uneven Feels like there’s more coming here. Could be wrong, but that’s how it comes across.
Bluntly speaking, the direction makes sense but the details are messy
From a neutral view, the follow-through is what will decide this That’s what makes this interesting.
Not gonna lie, the signal is clear, the strategy less so Feels like an opening move, not an ending.
From a neutral view, this solves one problem while creating another Curious how this plays out.
the follow-through is what will decide this so the response doesn’t surprise me That’s the impression it gives me.
this feels more about execution than intent Time will tell. At least from my perspective.
the timing matters more than people admit That part stands out. Feels like an opening move, not an ending.
If we’re being honest, the way this is presented changes how it lands Feels like an opening move, not an ending.
this reads stronger on paper than in practice which makes the reaction pretty predictable That’s what changes the context.
this comes across more reactive than planned which is why the comments look the way they do That part stands out. That’s just my read on it.