[jay_kyburz]

> little demand for the AI compute power outside of OpenAI and Anthropic.

I think every other business is going to slowly wake up to how powerful machine learning can be, and or, how important it will be to run your own models you can trust.

I don't doubt that there is a bubble, but once the hardware is built, there will be plenty of customers.

I guess if you overpay for hardware, you can be undercut by data centers built after the bubble pops, but that might just mean your return on investment is slower.

[Driver4732]

I don't think so. AI is a general purpose tech and you have many companies still doing discoveries on how to apply the technology in a useful way. It's an expensive solution in search of a problem. Not to mention no one wants to pay the actual cost of what it takes to deliver the technology. The whole business model is unsustainable.

[jay_kyburz]

Go have a look at that Seedance thread. Movies and TV will be completely AI in the future.