[sho]

Tell me, when the dot com bubble burst, and all those debt-laden companies collapsed and had buyouts and mergers, was the internet turned off?

[danesparza]

Not at all. And to be honest, I don't hear the original author asserting that all AI will go away.

But if you have a ChatGPT plan and OpenAI is bought by another company (because they are insolvent) ... do you honestly think you will be able to continue using your service without a significant price increase?

[sho]

I suppose that would be up to the new owner? How would I know what happens to their services? You shouldn't conflate AI-the-technology with OpenAI-the-company. I'm super bullish about the tech, couldn't care less about a specific company. I mean, I hate Oracle like any other sane person, but that doesn't mean I hate databases.

I'm very confident that AI will continue to be available no matter what happens, at reasonable prices. We don't have to guess - we know what the open source models take to run, the hardware, the electricity, everything. They are served at a profit today - no-one is subsidizing them. Anyone can run GLM5.2 or (soon) K3 etc - you have capex and opex, you can serve X tokens per second, you sell them at Y price, it's just maths.

AI is a technology, not a company or group of companies.

[watwut]

Internet existed before dot com bubble.

[sho]

And AI existed before, and will continue after, the rise and/or fall of any particular company.

[watwut]

LLM not really and when we say AI today, we mean LLM.

Dot com bubble was not about the internet. Internet only facilitated it.