[HN Gopher] YC's Winter 2024 Demo Day confirms that we are indee...
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       YC's Winter 2024 Demo Day confirms that we are indeed in an AI
       bubble
        
       Author : jshchnz
       Score  : 39 points
       Date   : 2024-04-03 20:35 UTC (2 hours ago)
        
 (HTM) web link (techcrunch.com)
 (TXT) w3m dump (techcrunch.com)
        
       | paxys wrote:
       | If anything we are in the earliest stages of the AI bubble.
       | There's a long way to go..
        
         | brcmthrowaway wrote:
         | Not too late to buy NVIDIA stock
        
       | lispisok wrote:
       | So is everything being called "AI" these days just LLMs now or is
       | it more?
        
         | dvh wrote:
         | Is Monte Carlo AI?
        
           | rubatuga wrote:
           | So is linear regression
        
           | lispisok wrote:
           | No because AI is just a marketing term for unproven
           | technology to generate hype. Once something is proven and use
           | cases/limitations understood its no longer AI. Spellcheck was
           | once considered AI
        
             | smcin wrote:
             | > _Spellcheck was once considered AI_
             | 
             | No it wasn't, let's not start spreading misinformation.
             | 
             | Spellcheck was around since the 1990s. Originally it was
             | simple heuristic-based against a dictionary (localized,
             | maybe also allowing some personalization). Noone called it
             | AI, pre-2010 AFAIK. Can you show any pre-2010 citations for
             | any actual mainstream consumer-available spellchecking
             | using AI?)
             | 
             | I only see a small number of references to the use of AI in
             | spellchecking, mostly post-2018, and they're still the
             | minority of mentions of spellchecking, dictionary
             | heuristics is the easier technique. (There are now
             | (post-2018, GPT-era) AI-based spellchecking/writing-coach-
             | type startups, and obviously there are also many companies
             | trying to infuse their collateral with claims about AI, or
             | bolt on AI to a non-AI concept. Let's not muddle all that
             | together.)
        
         | cpcat wrote:
         | I know a company that claims to do AI. Their models didn't work
         | so they ended hiring humans to manually do the job AI was
         | supposed to do. Obviously that won't scale, but they still call
         | themselves an AI company.
        
           | apwell23 wrote:
           | Its just 'human in the loop' AI as long as you don't reveal
           | the humans are the whole loop.
        
             | smcin wrote:
             | That can still be a legit description as long as there's
             | some learning capacity in the loop, and that can slowly be
             | automated.
             | 
             | Legal informatics is one such domain, there can be use-
             | cases that are very domain-specific, and some high-value
             | events occur rarely, hence can be a small-data problem,
             | with big errorbars (think Apple-Samsung litigation).
        
       | cpcat wrote:
       | We just found out that human led AI killed 37000 people (mostly
       | innocent civilians). I think it's about to get worse. I'm staying
       | away from the hype like Toyota stayed away from EVs
        
       | colesantiago wrote:
       | I wonder what happened to all the YC crypto companies in the last
       | 'bull run', it seems they have fell off.
       | 
       | In the same vein as crypto, the grift continues in AI.
        
         | nextworddev wrote:
         | Most of web3 companies that I spoke to / know of pivoted to AI
         | circa mid 2023
        
           | grzeshru wrote:
           | As pg says, it's the people not the product that matters.
        
             | firejake308 wrote:
             | This is getting down voted, but I hope people realize that
             | what he's saying is that the Venn diagram of crypto
             | grifters and AI grifters is, in fact, a circle
        
           | cpcat wrote:
           | I've read some CEOs leaving AI to build decentralized AI. A
           | crossover between web3 and AI.
        
         | ilrwbwrkhv wrote:
         | A lot of them "pivoted" to AI.
        
       | apwell23 wrote:
       | HN frontpage seems to have much less AI than only a few months
       | ago. Maybe things are slowing down ?
        
         | paxys wrote:
         | The HN frontpage is pretty heavily moderated. You may have
         | noticed no news related to Elon Musk/Twitter, for example,
         | because that is usually instantly removed or downranked. So
         | what you see here isn't necessarily indicative of general
         | public interest or even interest of the community.
        
           | thih9 wrote:
           | Can you give examples of AI or Musk/Twitter news that would
           | be of interest to the community and should have stayed on the
           | frontpage?
        
             | paxys wrote:
             | What's the objective measure of "interest to the
             | community"? The voting score is obviously the closest one,
             | and links I am describing constantly get upvoted to the top
             | and are then removed.
        
       | serjester wrote:
       | If you look at total software spend in the US a year it's 500B,
       | total spend on payroll is 5T. If companies become 10% more
       | efficient because of GenAI you're effectively doubling the size
       | of current software market.
       | 
       | Actual value capture would obviously be lower, but 10% efficiency
       | gains is a low estimate based on the studies coming out.
       | 
       | There's a ton of terrible startups right now, but some of them
       | will become whales. You can't predict which ones ahead of time,
       | so you invest in everything.
        
         | amou234 wrote:
         | I'd love to see the studies mentioning 10% efficiency gains if
         | you have a chance. also, do these studies balance against cost
         | of running the models? remember, that's why stability.ai has
         | collapsed.
        
         | jjtheblunt wrote:
         | > There's a ton of terrible startups right now, but some of
         | them will become whales. You can't predict which ones ahead of
         | time, so you invest in everything.
         | 
         | For what value of "you"?
        
       | htk wrote:
       | What a weird article. Title mentions bubble, body only talks
       | about favorite AI companies.
        
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       (page generated 2024-04-03 23:01 UTC)