Things AI can do (but there aren't many)

[Homer Potvin]

Indeed. I am curious about what happens after it pops. AI isn't going anywhere of course, but I am interested to see whether the insane amount of investment will actually lead anywhere.

Check out the .com crash of 2000. This is pretty good article:

How The AI Bubble Could Burst. Lessons From The Dot-Com Stock Market Crash.

AI bubble fears have grown along with comparisons to the dot-com market crash. Can you protect yourself by studying the past? What to know.

www.investors.com

End of the day the scope of the technology won't be affected much; just the dingdongs who over invested in it. The internet didn't go anywhere when the dot-coms shat the bed.

 

[Rzero]

I don't see the bubble bursting in a dramatic and catastrophic way like the dot-com bubble. This time, most of the players are well-established powerhouses: Google, Microsoft, Amazon, Apple, etc. For the most part, it's being incorporated into well-protected, ubiquitous existing products backed by massive infrastructures. I could be wrong. I'm no futurist, but it will be interesting to watch either way.

 

[Homer Potvin]

I don't see the bubble bursting in a dramatic and catastrophic way like the dot-com bubble. This time, most of the players are well-established powerhouses: Google, Microsoft, Amazon, Apple, etc. For the most part, it's being incorporated into well-protected, ubiquitous existing products backed by massive infrastructures. I could be wrong. I'm no futurist, but it will be interesting to watch either way.

And given interest rates, money ain't "cheap" now like it was in the late 90s. Never mind the other ten zillion things that are different today than 25 years ago. How globalized was the dot-com bubble then compared to the AI bubble now? China, for example, was nowhere near the financial force then that it is now. I honestly have no clue if that would even matter.

 

[Stuart Dren]

Nvidia's can't hold up these companies forever. The companies will fall, then Nvidia's valuation will plummet back to a reasonable level.

Before that happens, I think Open AI will go public on the back of a PR stunt, explode in value, then crash like Nortel when the realities of competition and actual market cash finally take hold. Their accounting might not be the most stellar either.

The established companies can weather it. Google's not going anywhere, but it will dip.

 

[Louanne Learning]

Holy crap was that good.

Oh, I thought you were talking about the "clearing"

Which can be holy...