It's not that the AI models or products don't work.

It's how much money is being poured into it, how much of the money that is just changing hands between the big players, the revenue, and the valuations.

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aurareturn 17 hours ago | parent [-]

Well, do you have a model for this? Or is it just regurgitating mass media that it's a bubble?

If hyperscalers keep buying GPUs and Chinese companies keep saying they don't have enough GPUs, especially advanced ones, why should we believe someone that it's a bubble based on "feel"?

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nixosbestos 2 hours ago | parent [-]

> why should we believe someone that it's a bubble based on "feel"?

because leaders in the space also keep saying it? And then making financial moves that us pleebs can't even dream of, which back that up?

This whole "the media keeps reporting it" as a point against the credibility of something is utterly silly and illogical.

	▲	aurareturn 16 minutes ago \| parent [-]
		The same people who are saying it are also the same people increasing capex?