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by skerit 3 hours ago
Which AI bubble? The stock bubble one or the imagined "one day all the LLMs are going to disappear from the face of the Earth" one?
3 comments

The money side is a bubble. The LLM cat is out of the bag.
Dot-com bubble crashing didn’t mean the web disappeared.
Some of the shakier dot com companies did, though.

And the dot com bubble collapse of Nortel and Worldcom shows that even well-established companies with significant non-bubble investments are vulnerable if the companies make poor economic decisions (in both of those cases, the collapse was driven by excessively aggressive acquisitions).

Likewise, LLM's won't disappear completely with a stock market crash. But the weaker players might.

The classic autocomplete survived previous bubbles.

So the predictive autocomplete will survive those too.