Mastodawn

I’m convinced the AI bubble will be similar to the internet bubble. AI will be a deeply transformative technology that “changes everything” but a bunch of top AI companies today won’t be relevant in a decade or so.

Similar to how Amazon’s still a top player but Sun Microsystems, AOL, & Yahoo are either dead or irrelevant today.

Show thread

Anthony Cowley

@carnage4life Surely that’s a big part of the thinking behind investing in data centers: maybe LLMs plateau somewhat short of changing the world, but then people find other uses for the infrastructure. It’s an opening to become a/the new AWS.