This is so deeply, fundamentally hilarious to me.
- LLM corp CEOs are getting extremely uncomfortable at the manifestly nonsensical economics of the current “AI” CapEx and recurring infra costs
- investors in LLM corps (including the absolute fucking cabbages at other tech corps who decided circular financing was a great idea) are getting sketched out at the likely impact on their own finances, as well as the costs of LLM bullshit in general, and its likely trajectory
- other CEOs are now seeing the very obvious cost issues as well, and are begging to return to the previous (deeply unsustainable) pricing models
I am genuinely convinced we’re gonna see the bubble pop before the end of the year.