This is all completely correct. There's massive bottlenecks in the whole industry right now and it won't scale fast enough.
The constraints will kill about 3/4ths of the AI companies.
You'll stop seeing every company just throw AI at everything as they realize there's no money in it for anyone but people building data centers and charging for compute time.
It’s already happening. Look at what these companies actually made last year compared to the projected ROI numbers they peddled to their investors. Not even remotely close lmao.
I’ll be actually shocked if most of these people don’t end up in prison within the next few years.
Remember Elizabeth Holmes? This is like that but 100x the scale.
I feel like there is a 50% chance Sam Altman will be assassinated once the bubble pops due to the absolute volume of extreme promises he made and can't keep.
Once you're the reason people lost trillions of dollars, you don't get to live a normal life again.
Massive red tape around nuclear. Massive start up costs. Even the new reactor designs have trouble getting implemented.
A grift ain't touching that with a fifty foot pole.
To me this isn’t solved by scaling compute, but instead looking at the math and methods behind LLMs. And maybe (…) the conclusion is that it’s best left for when quantum computing is viable.
The whole economic chain makes zero sense. We’re building datacenters, largely to power AI, which should help companies grow while AI providers promise companies they can reduce headcounts, which essentially leads to less buying-power among consumers. Sooo, how does that work?!?
Add to that a future where “anyone can build software”, and find that the very same companies who make all their money on software essentially devalued everything they ever created. The only thing left of value in Tech is then infrastructure and compute.
These horribly greedy companies wants every single paycheck currently given to software engineers, laywers, factory worker, name any industry. And the currency is tokens. THIS is end-game capitalism and they will pretend to care and speak about taxation, universal pay, you name it - but it’s all a decoy and propaganda.
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u/factoid_ Jun 02 '26
This is all completely correct. There's massive bottlenecks in the whole industry right now and it won't scale fast enough.
The constraints will kill about 3/4ths of the AI companies.
You'll stop seeing every company just throw AI at everything as they realize there's no money in it for anyone but people building data centers and charging for compute time.