this post was submitted on 29 Sep 2025
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Fuck AI
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I'm on mobile, so I'm not able to respond as fully as I would like.
Similarities or not to previous bubbles - it's not ALL built on debt, building on spec, and a hope and a prayer. The MCI fiber bust was very similar to the railroad build out bust, similar to the dot com URL buyup bust. Bubbles have a similar basic structure, that's why we categorize them similarly and they work similarly. Don't get hung up on the minute details.
Not the same - Are you honestly telling me that is it wasn't for LLMs, humanity would have met all it's data storage needs until the end of time? We were always going to need data centers and power generation. The bubble on those fronts is as the runway runs out and prices for both hit a premium because of existing non-AI demand well remain anyway. Making data centers still needed but just not fulfilling AI needs, slowing the industry.
Every idiots' AI "company" and "game studio" is the first bubble to go, but what are these "companies" really funded by? It's all a 1-3 person show paying for Claude $200 a month in real money out credit card debt until it hits marginal success. So there's not that much debt and operating on spec other than peoples' time. When that demand falls off, then daily user stats for AI companies won't waiver enough to see a dent because of all the fools asking GPT how to tie their own shoes. There's no single metric that any of this will impact enough to cause an immediate market sell off freak out.
Data centers and power gen are solid. Enterprise agentic workflow hype garbage is the second bubble. Added productivity and replacing ancient code with modern code is solid for 5-10 years. Data analysis and processing is solid and good for huge contracts. Cottage industry is weak, thats the first bubble.