@lizthedeveloper: The AI bubble is again, not about AI

future infinitive ☸️🆘🇺🇸
future infinitive ☸️🆘🇺🇸
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Monday 31 August 2026 20:16:21 GMT
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sochriscoded
chriscoded :
Murphy’s law isn’t a law anymore. We’ve reached the physical limitations of what we can build and the speed increase is marginal at best.
2026-09-01 02:54:13
13
alice.braddon
Alice Braddon :
so its a ponzi scheme, but like if we want chips theres no one else to go to? rough
2026-09-05 01:46:06
0
divineaeon
divineaeon :
When will new laptops be affordable again?
2026-08-31 21:10:55
32
be_back_soon13
be_back_soon13 :
3 years of "AI bubble" has proven to be bs
2026-09-01 16:01:33
1
sigmax78
Σx :
Do they actually need data centers? Can't we run this locally!? 😫
2026-08-31 20:59:49
4
boosthooligan
boosthooligan :
It’s a data center bubble, in 1 year a local 27B model is smarter and faster then Frontier model was a year ago. All the math and loans were based on AI inference from 2 years ago that we will never need. The same happened with fiber build out during the dot com bubble. 80% of fiber companies went under and never paired back the loans. This time it’s the richest companies in the world who will swallow the cost.
2026-08-31 23:17:12
2
yindogg
yindogg :
Huawei is also building chips that are 1/4 the cost of Nvidia chips. And recently a company gave away 100T tokens per day for free to stress test the Chinese chips. The cost of tokens will come down
2026-08-31 22:10:24
8
scruntle
scruntle :
Transistors doubling every 18 months isn't a thing anymore. It has drastically slowed down
2026-09-01 01:47:14
22
gutterwalker
gutterwalker :
on a ddr3 --- 2012 MacBook Pro running 7b mistral. its not fast but it's free and local and my ddr4 gen workstation is very useful still. I love that they're trying but open source has my ❤️
2026-09-01 12:49:17
0
dr_implausible
dr.implausible :
I like to refer to it as a "blister"; it might pop, but it's gonna leave some scars...
2026-08-31 20:22:03
16
layetano2
Layetano :
I Don’t see where is the bubble?
2026-09-01 14:21:03
1
istrjh
Tim :
Waiting for my slightly used data center ram
2026-09-01 08:19:48
1
h8q716kp0v4r
Numbers? :
Cannot fucking wait for the hardware sell off!
2026-09-01 00:56:07
3
user1078628560035
36764337435 :
Good videos, I never skip them. But: High risk AI investments are not a substitute for yen carry trade, they are so different by nature. (ex-UHNWI advisor here).
2026-08-31 22:36:49
2
facing_north
Tyler :
What a clear and simple explanation
2026-08-31 23:59:12
1
sillysamssilly
SillySam :
I was just discussing this with Claude 🤣
2026-08-31 22:13:48
0
joshuahamilton501
joshuahamilton501 :
This summary is so dense with useful, accurate reasoning and applicable recent history. I love it.
2026-09-01 01:15:11
1
joostinonline
joostinonline :
Just want to correct on one thing. Moore's Law has been dead for quite some time. We don't get those efficiency gains that we used to.
2026-09-01 13:09:56
1
solo_35925
solo_35925 :
EXACTLY
2026-08-31 21:24:34
1
bigpoppa_617
The OG :
Hardware is always going to end up being a commodity…
2026-08-31 23:53:26
1
flexonum7
Flexonum :
really good analysis
2026-08-31 23:35:43
1
shesinthetrees
blue. :
My language wasn’t as cogent, but I said this under a video the other day and got blocked immediately 😂😭
2026-08-31 22:58:00
1
whytenation8
WhyteNation :
code well*
2026-09-02 00:34:56
0
lzimbu
Dom :
so meanwhile chips act for domestic fabrication of jalapenos when ?
2026-09-02 01:53:32
0
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