[HN Gopher] AI Is the Bubble to Burst Them All
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       AI Is the Bubble to Burst Them All
        
       Author : AlphaWeaver
       Score  : 23 points
       Date   : 2025-11-16 19:39 UTC (3 hours ago)
        
 (HTM) web link (www.wired.com)
 (TXT) w3m dump (www.wired.com)
        
       | spking wrote:
       | https://archive.ph/DbFXY
        
       | bofadeez wrote:
       | During most of the dot-com boom, there was not a broad consensus
       | that a bubble existed, whereas today's AI boom is widely
       | accompanied by media warnings about an AI bubble, making public
       | awareness much higher than it was in the late 1990s. I don't
       | think a single person hasn't heard the "circular financing"
       | talking points from multiple people who think they're being
       | insightful. Or Burry who thinks a GPU should be trashed after 2
       | years. Doesn't sound like irrational euphoria.
        
         | techblueberry wrote:
         | Doesn't that make it more irrational?
        
         | jbs789 wrote:
         | The general term bubble doesn't help.
         | 
         | It's reasonably obvious that there are some very high
         | expectations baked in to certain equity valuations.
         | 
         | Leave it to the reader to take a view on whether it makes
         | sense.
        
       | johntennessee93 wrote:
       | Peter Thiel dumped his shares, now the billionaires are pumping
       | out the FUD.
        
       | bentt wrote:
       | There's a lot of manipulation going on. Attempts to pop the
       | bubble artificially, prematurely. There's a lot of impatience and
       | illusion of control out there. You can bet that when a real
       | bubble bursts, we won't be seeing articles about it on Wired in
       | the run up.
        
       | whydoineedthis wrote:
       | Its silly to talk about a bubble when all of the major AI
       | companies just recieved 3-5yrs runway in VC. I normally hate the
       | term FUD, bit in this case it's proveably true. Even if these
       | companies collapse in 5 years, thats a lifetime away in tech
       | years, not an immediate bubble.
        
       | jbritton wrote:
       | Some have realized that LLMs don't really reason and that LLMs
       | may not be as amazing as the claims. However, I think LLMs plus
       | agents, plus advances that are likely to come may very well prove
       | to be more valuable than anyone can foresee. It's very difficult
       | to predict the future profitability of tech.
        
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       (page generated 2025-11-16 23:01 UTC)