I could see OpenAI hitting financial issues which triggers some media induced panic and for people to claim the AI bubble has popped.
However, the core utility of the best AI (read: Anthropic's ATM, by miles), will still exist and be leveraged by those who have learned to use it well.
I could also see the exponentially declining power requirements offsetting the exponential-but-slower rate of AI compute demand, which then renders a lot of unused capacity in these massive data centers.
I think of it like the old mainframes in the 70s which would take an entire city block to run, and now we have the equivalent of millions, if not billions of them in our pockets.
However, the core utility of the best AI (read: Anthropic's ATM, by miles), will still exist and be leveraged by those who have learned to use it well.
I could also see the exponentially declining power requirements offsetting the exponential-but-slower rate of AI compute demand, which then renders a lot of unused capacity in these massive data centers.
I think of it like the old mainframes in the 70s which would take an entire city block to run, and now we have the equivalent of millions, if not billions of them in our pockets.