Hi, On 8/2/26 01:50, Lucas Nussbaum wrote:
3/ Both seem to involve a financial bubble. My bet would be that the AI bubble will be similar to the Internet bubble: it might burst at some point and kill some companies, but all the solid work that is happening around AI will continue.
The Internet bubble left fiber connections behind, but the AI bubble is only building out datacenter capacity for "bandwidth over latency" applications with a weird floating point format.
People have tried using TPUs for EM field simulations and found them to be largely useless because 16 bit floats aren't all that great.
To me it appears that the only use for AI hardware is AI, the hardware is useless without continued "investment"[1] to cover the running cost[2], and research is dependent on subsidized hardware access as well.
So the long term effects are closer to that of the BitCoin bubble than to that of the Internet bubble.
Simon [1] in quotes because there is no path to profitability [2] which includes hardware with a lifetime measured in months
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