Please pop the bubble already I'm so tired of the insanity
this post was submitted on 22 Oct 2025
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This won't happen but I would so love it if Nvdia was really brought to its knees and utterly dissolved. they so deserve it.
Nvidia is the only company making money off the AI blitz. This is a huge win for them, and they're making money hand over fist. There is so little competition on the hardware side, and the software support for competitor's products is weak in comparison, that they can charge basically whatever they want for their products.
The thing is that the frameworks for running things on competitors' GPUs are actually fine (rocm and oneapi), the GPUs are price competitive or better as well. It's just that CUDA/NVidia is the standard, and no one wants to learn a new language just to make something that most people aren't going to be able to use. Very few people want to put in the effort to make something work across platforms.
There are some nice frameworks for general purpose GPU computing but it seems like they all have limitations of one type or another.
My hope is that the market crashes and there are SO MANY used chips out there that they can't sell more
They just deserve to have CUDA published as a spec so others can compete.
Bad news. The AI bubble popping doesn't mean AI goes away. If anything it will get worse from there.
Worse how?
There's always an eviler fish.
Training AI is magnitudes more resource intensive than using AI. We don't know what the final capabilities of GPT/etc will be when Open AI/etc gets liquidated to the highest bidders. Imagine if the guy who found Pandora's box instead sold it at a blind auction before he opened it. Or something like that.
The global economy is undergoing rapid change on the level of post WW2 but without the unilateral guidance of the Marshall Plan. It's not just responses to tariffs; initiatives in developing countries, increasing demand for rare earth minerals, and trends in energy production all make the future world economy hard to predict at this point.
AI slop is just what the public gets. We have to anticipate they aren't telling us about the more insidious uses they've developed.
One can remain morally opposed to AI and skeptical of it's ability to be authentically intelligent without sacrificing vigilance against it's inevitable misuse.
I haven't seen much evidence that it's capable of much more than producing spam. I mean, that's not harmless either, but yeah.
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AI's abilities aren't static. The knowledge of the person using the AI is very much a factor. Case and point; I personally know a dev who bought a machine to run their own code agent and uses it to great success because they know how to break the task down and control quality.
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It's not how you prompt the task, it's what tasks you prompt. AI is slop at human things... but computer things are easy mode. If used correctly it can allow 1 person to affect cyber attacks on a scale that would previously require entire teams of human hackers.
https://www.dhs.gov/sites/default/files/2024-10/24_0927_ia_aep-impact-ai-on-criminal-and-illicit-activities.pdf (Note: this is a pre-trump report)
My abilities aren't static, either, but if I claimed that in a couple of years I'm going to be outrunning Sha'Carri Richardson, it would make sense for you to expect some evidence from me beyond just "I'm full of potential though!" before you really believed me.
If used correctly it can allow 1 person to affect cyber attacks on a scale that would previously require entire teams of human hackers.
Right, it's doing spam. You can spam 1 gazillion people with phishing emails so much more effectively now. Like I said, that's not harmless.
You can spam 1 gazillion people with phishing emails so much more effectively now.
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Phishing is the most effect way to gain access to systems. So saying all it does is scale that up is not an argument against it's threat whatsoever.
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Phishing is only one of many types of attacks that AI can automate at scale... and arguably the easiest to detect.
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The compounding factor is the ability to instantaneously cross analyze devices and software with a data base of known vulnerabilities. Do you know what a zero day exploit is?
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This is what industry experts in the field are saying. Your analogy with running only holds water if you're an authority on the subject and not a layman operating on conjecture.
Not to be a jerk, but its = possessive, it's = it is. If your phone is doing it, if you correct it a few times, it'll usually fix it :D
I think we mostly just agree then. I'm not sure if you misread what I was saying, but I have specifically said twice now that it's not harmless, so:
So saying all it does is scale that up is not an argument against it's threat whatsoever.
I haven't made that argument.
The compounding factor is the ability to instantaneously cross analyze devices and software with a data base of known vulnerabilities. Do you know what a zero day exploit is?
Yeah, this isn't nothing either. LLMs have also killed some people, which is terrible, too. These are things that are already happening, though, not getting worse.
I just don't think it's going to change our economy on the scale you seem to think it will because there isn't any evidence of that yet, and "but it could improve" isn't a strong enough case to overcome my skepticism. I think LLMs are hitting a wall. That doesn't mean they WON'T get much better, just that there isn't any evidence right now that they are going to. The current thought process is just "throw more data at it!!" and we're hitting diminishing returns and running out of data anyway.
Your analogy with running only holds water if you're an authority on the subject and not a layman operating on conjecture.
I'm not sure what YOUR credentials are, but it's weird to imply that for some reason I need to be an expert to continue this conversation, but you don't need to be? I hate having these kinds of weird interactions over reddit, where one guy is shouting at me that he can see the future and I should believe him over drawing my own conclusions for reasons(tm), so I'm definitely not going to have them here. If that wasn't your intention, sorry for the misunderstanding, but yeah, have a good day.
I just don't think it's going to change our economy on the scale you seem to think it will
Yea you've completely misunderstood what I was saying. Like not even on the same topic anymore. I'm talking about AI being used for oppression and terrorism after the AI bubble collapses.
I'm not sure what YOUR credentials are
I have more certifications in cybersecurity than you that I am sure.
some reason I need to be an expert to continue this conversation
Thats a strawman. I never said you couldn't continue the conversation, I pointed out that you lack the expertise to be contradicting actual experts.
I hate having these kinds of weird interactions over reddit, where one guy is shouting at me that he can see the future and I should believe him over drawing my own conclusions for reasons(tm)
Sounds like the common denominator is you on that bud. If you had bothered to read the links I provided you might have realized what I was actually talking about instead of assuming you did.
chants Pop the bubble! Pop the bubble!
Just replace them with AI duh
They need the money for the data centers first – then the AI employees.
Energy is the real bottle neck. Data centers are a cup and ball game for Nvidia/OpenAI...
So it begins.
Nothing will meaningfully improve until the rich fear for their lives
🫧💥
Careful Zucks, or they may question your commitment to Sparklemotion.
Is this for their ML team?
The only specific information I know is that this doesn’t effect their “super intelligence” team, and that they are inviting the laid off people to apply elsewhere at the company.
Ah yeah, instead of working to shift people elsewhere, lay them off and have them do the work and compete with each other as applicants again. Gotta love modern corporate America.
My god, US, have some self-respect and get some employment protection laws.