Strongly disagree, and I am one of those who believe this is a bubble.

At home, Claude has been a god send to make it easy to learn using linux, and all sort of technologies. My personal learning curve has gone steep at an age where people start flattening out (40s).

At work, we use AI to automate 50-75% of our work. Better quality output, more productivity. I work in a bank. But the average plumber or electrician benefits too. In minutes they can become an expert into some tech they never touched before.

I thought crypto was bullshit, web 3.0 [corrected] was bullshit, meta-universe was bullshit. AI is bubbly, not sure how you can justify multi-trillon valuations for companies with 80% operating margin in a competitive market where you can switch to the competitor with a drop down. But the productivity gains will be massive for the economy. I think the economy will ultimately reap the reward, not so much the labs. But I may be wrong.

I don’t think all of the data centers will ever be built. In that respect I see this bubble like the railroad building bubble of the 1800’s. A lot of data centers are going to end up in bankruptcy and sold for losses to a second round of investors.

I expect Open AI or Anthropic to make it through. XAI will go back to being a side hustle for SpaceX. And some open weight model will run on your own hardware or AWS. Copilot will remain a piece of trash and Gemini will be an untrusted 4th option.

> At home, Claude has been a god send to make it easy to learn using linux, and all sort of technologies. My personal learning curve has gone steep at an age where people start flattening out (40s).

Your own personal learning curve has also gone up when, if your thesis is correct, it is useless for it to have gone up because it is a skill that we may not need anyone to use, and we definitely won't need someone who learned it last week to use.

That's more of what people mean by no revenue. I'm actually bullish on some revenue coming in from language learning, because in-ear translation will always have a delay and involves constantly wearing equipment, but Linux learning seems like a big zero if models are supposed to be good enough to essentially replace OS UI.

> But the average plumber or electrician benefits too. In minutes they can become an expert into some tech they never touched before.

They're already fine at learning from the manual. They have a lot of background. The AI will 1) only annoy them with how much it gets wrong, and 2) not give them any practice with the things they have to learn with their hands. They may be helped by AI powered robotics.