[–] 1 point 13 hours ago

The people who paid for the data centers will go bankrupt, the data centers themselves will be sold for pennies on the dollar, but then the people who bought those data centers for pennies on the dollar will be able to make profit renting inference for a lower price than those original investors could have sustained themselves on. So I'm expecting there'll still be plenty of AI horsepower churning away, it'll just be doing it more cheaply and not doing it under the banners of the current incumbents.

First movers often fail in this manner, they spend a lot of money making mistakes and discoveries that later followers can make use of for cheap.

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  • [–] 8 points 19 hours ago (1 child)

    So all of a sudden hooray for AI, who cares about the water and carbon emissions and "theft" and whatnot?

    It was never really about those things in the first place, I'm guessing.

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  • [–] 6 points 21 hours ago (5 children)

    Also lots of people in threads like these are assuming that "the AI bubble pops" means "everybody stops using AI and it all goes back to the way things were before ChatGPT came along." There's still an enormous demand for AI inference, that's simply not going to go away. People will still want to use AI. The bubble popping would mean a big drop in resources being spent on developing new models, that's all. It'd help the prices somewhat in the short term. But in the long term we simply need more chip foundries.

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  • [–] 15 points 1 day ago

    Pure good news, nice and simple. :)

    And always bear in mind; you've proven you did this once, so you can do it again. Even if it's hard. Another nine months and it'll be 18, another nine after that and it's 27, and so on. You'll start counting in years at some point.

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  • [–] 3 points 1 day ago (2 children)

    During his first term I would consider this to be a more likely explanation, but second-term Trump has been doing a pretty good job of purging anyone with actual competence. He wasn't happy with how they kept telling him what to do last time around.

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  • [–] 3 points 1 day ago (3 children)

    Sure, but it's not like they have much need for diesel right now. The crops have all finished growing, there's just that "harvest" thing they need to do before winter comes and everything stops. So they're like 90% done already, right?

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