This month I spent $50 on OpenRouter credits. I find it very useful for coding assistance (not coding per se). It's $50 that I never spent before on this kind of service. That's what we call growth - it quite literally came out of nowhere.

▲

hypercube33 2 hours ago | parent | next [-]

This month I reduced my spend on cloud AI and started using local models as primary - it's maybe 2 or 4 times slower for some things but it still is getting the job done just fine. I talked to a friend of mine who's been doing the same running smaller Qwen models locally for coding.

▲

oblio 3 hours ago | parent | prev [-]

Your $50 isn't enough to sustain trillions of dollars in CapEx investments. This investment cycle - at this scale - only makes sense if within the next 5 years AI replaces something crazy like 5-10% of jobs, if not more. Not changes, replaces completely.

And I'd argue the timer started in 2023.

▲

brunoarueira 2 hours ago | parent | next [-]

It's the marketing they were doing all the time that AI will replace developers and other jobs, then the companies started this bullshit firing thousands of people without really thinking through. It's more sane to advertise that AI will augment us and I guess if they followed this path a more sustainable growth is expected to happen!

▲

neonstatic an hour ago | parent | prev | next [-]

I merely pointed out, that there is real growth behind this - 50$ from my wallet went to this, that did not go towards it at any point in the past. Your argument that my 50$ is not enough is duly noted, but also intellectually lazy.

▲

saberience 2 hours ago | parent | prev [-]

I've spent several 1000 dollars on AI products this month, roughly 3000 dollars.

Trust me, there are many other people like me in the world and the enterprises are spending even more.

There is more money flowing into the overall AI ecosystem (by far) than the money Nvidia puts in.

The idea that Nvidia is artificially creating the whole demand is laughable and doesn't add up.

	▲	ReflectedImage 37 minutes ago \| parent [-]
		The AI numbers only work if it replaces white collar work. Power tools for knowledge workers, which is what we are getting, isn't enough to save it.