Is just wild to me people thinking ai is tulip fever or a massive bubble when every part of my life ai is entering. Even these forums 35 percent of posts are ai or vibe code related. At work (medical field) ai is replacing scribes and it can read an ecg better than your average doc. TSMC and chip companies are using in their pipelines. Pharm and bio companies are using. Archeologists are using to decode scrolls and find new petroglyphs. Education and tutoring will never be the same ... kids got lucky having YouTube but now you basically have your private tutor. Vfx is being infiltrated. Computer security. I look around and robots are delivering my food and waymo is picking me up. I turn on the news and in the last couple months Ukraine is now using ai targeting on their drones in addition to the machine vision. My apartment complex recently had a renovations and paint job and my landlord showed me how they designed the color scheme and renovations with chat gpt before getting a crew to do the work. I made an app for my family photography contest for the first time something I never dreamed of at 40 years old with no programming knowledge. I updated my framer website faster than I ever have with Ai.

So please explain to me how this is a bubble especially considering that most of these feature are based on llm and not even on how we primarily interact with the world ...visually. the bubble will happen after I can turn on a webcam and the program watches me draw or do a golf swing and gives me realtime tips or i put on some ar glasses and it coaches me at work .

The amount of compute needed for graphics real time info is astronomical compared to llm . We are so far from the top of a bubble. The problem with ai in my opinion invest with the mindset that what goes up must come down and if it went up big it must come down hard soon. That's not a rule of nature or anything somethings are bedrock and keep going up. I'm sure when electricity was invented and reached every house maybe some people thought the bubble was over but we keep needing more and more. There is zero evidence now that we will need less ai compute.

I think it's logical to be skeptical of chatgpt IPO etc but the sector as a whole is crushing and maybe because of fear will have some hiccups but will certainly prevail for a long time imo

People whose job is writing code want it to be a bubble. It's probably not.

LBMs will eat robotics, and that alone will eat a double digit percentage of labor.

People said similar things leading up to the dot com crash. The commercialization of the internet was indeed a watershed moment. That didn't mean it wasn't a bubble. Both can be true at the same time.