Funny

turn the models into silicone

The models are data, and silicone is rubber. So... I don't know what you're proposing here.

That would be lovely

Yay, free pollution for everyone!

looking forward to looting RAM and GPUs for our community library organized communist LLM

This is why I think the bubble will last a lot longer than some people think. The heads of the tech firms have such a tight relationship with the GOP, and even a somewhat tight relationship with the Democrats that it's almost certainly going to be declared "too big to fail" or "too critical to fail".

The fact that it's being used by the military just makes that even more likely. The firms will declare that if they go bankrupt, the military will be crippled -- despite the fact that the military ran just fine without "AI" just 5 years ago.

So, when the economics of the situation show how absurd this bubble is, the collapse won't happen because the firms will be propped up by the US government. That will put every taxpayer on the hook for the billions and billions of debt these firms took on. So, Andreessen Horowitz and the Saudis will be bailed out by the taxpayers who have been fighting datacenters.

I refuse to believe that Trump is capable of such introspection.

They will never become profitable.

If you look at OpenAI as a single, independent, private company then they appear unprofitable. But when you look at them as a means of laundering Pentagon money and other federal contracts into straw purchases for NVIDIA and Oracle, they are immensely profitable.

AI is a Loss Leader. It props up the production and sale of hardware, which has been fruitful for its partners, its investors, and the economy as a whole. It is a digital form of induced demand in so far as new construction creates a "virtuous" cycle of increasing consumption, as more and more of the business and public sector is dragged into its orbit.

The end-game for OpenAI is to have a captured market of businesses and government institutions. Whole sectors of the economy devoid of human knowledge workers who are hopelessly addicted to AI Agent processes, because nobody managing the companies actually know what these agents are doing anymore. At this point, Altman and Amodei can charge whatever they damned well please for token traffic, because there's no bureaucracy capable of competing with them.

The Weimar Republic was more profitable... well no, maybe not. But you get the sentiment.

Squeeze the working class.

They'll pay off the old loans with new loans disguised as investments between all the major AI players.

They will get an extension based on lies about ai genocide or something.

The government will buy a stake to both pay billionaires more from collected taxes and control what information can be generated and making the spy apparatus backdoors tracking every question or command part of the official platforms.

Theyd probably try to use gemini, and it would either spin in circles or delete their production databases

I’m trying to stick with it, and not pull a bunch of money out. If this is all just insider trading back and forth, my hope is it will recover over time and level out. (As that will be in the interest of the manipulators too.)

If it’s just a big crash, like 1929 style, then I figure we’re all fucked whether you have stocks or dollar bills or CDs or doubloons.

You should roll over your 401K to investments you believe in.