[asadotzler]

The dot com boom gave us $1T in physical broadband, fiber, and cellular networking that's added many many trillions to the economy since. What's LLM-based AI gonna leave us when its bubble pops? Will that AI infrastructure be outliving its creators and generating trillions for the economy when all the AI companies collapse and are sold off for parts and scrap?

[n_ary]

It is hard to tell at this point about the AI/LLM. But the powerful hardware backing it has numerous potential in other research and innovations which are not yet clear to us. Just like the fiber and cellular network made Meta or Airbnb obscenely rich, the hardware may as well facilitate other forms of tech, may be quantum computing or heck even blockchain may be back(surprisingly these are suddenly very legal and less regulated this year!) or who knows what might be new.

While LLM trend is already going to the dumpster(notice how we no longer receive 1b/4b/8b models from Meta since LLama4 and similar competitors but only from china?), I firmly believe that commodity hardware will improve in this race to allow running LLMs(or their next iteration) on regular devices and become as ubiquitous as Siri/Cortana.

[venantius]

Among other things the big tech companies are literally planning to build nuclear power plants off this so I think the infrastructure investments will likely be pretty good.