I'm curious what others think "AI apocalypse" means. Is it a concern, and if so, what does it mean in practice?
I think the AI companies are panicking because the coding use case is growing in popularity, and has paying customers... but they are losing money on both training and inference, and at the same time, local models are catching up quick. The window of time that anybody has the "best" models is short, and technical users are also the ones that will use the most resources (openclaw and junk like that), run local models, and jump from provider to provider, depending on the price that month... the other uses, like cheating on homework, reflecting the user's neuroses back to them, and generating slop images/video are unprofitable at best, and fraught with so many social/legal issues... and every other awful use case similar to chatbots are already essentially commodities, too (I just got an email for the "Wegmans AI Assistant" as I am writing this, haha). The fact that they can now quantify who will pay for their services and how much is why the sky is falling... they're not going to be able to replace every job with AI, at most it's a few hundred dollars per developer, per month. Every non-developer use of ChatGPT and Copilot that I've seen or heard of seems like a waste of time and money (OK maybe image/audio/video generation isn't useless, but it looks awful and is mostly harmful).
I figure OpenAI and Oracle will be hit the hardest (the Ellisons seem to have other interests these days, maybe they see the writing on the wall, too). Nvidia will probably be OK, Anthropic has the most to gain (right now anyway). Microsoft will probably also be hit by openai/oracle fallout, but likely minimized (and they will probably absorb openai)
Regarding BSDs and other free software... I think forking is going to become a lot more common. It's a lot easier to fork than submit a patch when you've had claude hacking away at some project for a few hours, or there is some sort of disagreement. So there's likely to be a glut of garbage free software projects (not that this is really anything new).. AI-generated "bug fixes" are certainly already a well known issue. I think the for-profit open source companies are cooked, as they say; it's hard to justify paying for extended features when you can just have Claude extend software to mimic the paid features... their entire business model has to be "AI can't be trusted, pay us instead".
-craig
