LLMs for coding is too small of a benefit to justify this investment, the bubble is indeed going to burst. Genie is already on its way back into the bottle.

I agree it’s too small a benefit to justify the investment, and I agree the bubble will pop. I just don’t think that means hardware prices become sane again for quite a while. I think if you half the price of a server GPU because demand from the big ai companies drops out, we’ll still have a shortage - it’ll just being going into commodity data centers to run open weight models.