labrador 7 hours ago

Dot-com proved you can be right about the revolution and still lose everything on misallocated bets. Add in the risk that algorithmic breakthroughs make current infrastructure obsolete, and suddenly those $400B data centers look a lot like pets.com.

DaveZale 6 hours ago

What Hinton suggests the power and danger in AI systems will arise when they can talk to each other. Are we seeing thay yet?

Don't get me wrong: I know this is not a simple question. But data in some "vectorized" form may be swappable between systems that have some requirements regarding NDAs. Invoke Murphy's laws

rvz 7 hours ago

It is a bubble.

Why? You will soon see before 2030.

  • bdangubic 6 hours ago

    copy this to paste again in 2030 but say 2035. eventually, you’ll be right just like “experts” predicting recession since circa 2016-ish

  • sleepyguy 6 hours ago

    That means you still have about 4 safe years to invest and reap some great returns. Will NVDA see 8-10 trillion, who knows?

    There are some great investors out their that think we are not even close to this AI thing slowing down.

    As the saying goes...."the market can stay irrational longer than you can stay solvent"