martinvol

Isn't this how the Jaguar fiasco came to be?

Haven't tried, but have you checked OpenCode?

Obviously it helps that the content is good, but ultimately is very hard to predict what people will find interesting. There's also a big share of luck about how the people that are online at that time react to it.

I guess it's also a bit after that, because that'd make reserves full and they'll start depleting day-by-day. In any way we should see prices consistently increasing.

if they have the capital they can't risk but keep training, if someone comes up with a marginally better model than them then everyone will migrate and their business crashes down. Only big tech is in a position to take that risk.

bubbles are created by people investing more than reasonable in something, independent of the actual value it will generate for society.

I don't think token demand will shrink because we're still just learning how to use it, demand will skyrocket. The problem is what price we'll be willing to pay for it, specially if competition keeps soaring.

they have to fight to stay competitive because mag7 can outspend them, but my hypothesis is that they wont need to ultimately.

yeah good point, although it's just one of all the catalysers I mentioned. I fact I had written most of the post already before I saw the news about RAM.

> The problem with these kind of posts is that "How" is almost useless, I can tell you how the bubble pops: The value of these AI companies crash and take out a lots of other stuff with it.

That's like saying "I know exactly how you're going to die, your heart will stop"

great feedback