It would be problematic if OpenAI wasn’t the torchbearer of ai. Think of it as vertical integration. Normally antitrust would stop it, but given the competition from China, that’s a nonstarter. so it’s not so different from microsoft investing in OpenAI. Basically everyone and their mother wants to invest in OpenAI. It’s not so much that they have to invest in OpenAI to sell their gpu’s which are chronically under supplied.
I think Amazon buying compute from oracle is a lot more questionable.
Listen, guys, I'm so much more productive now. I've founded 10 companies and Claude's building the products for all of them. It's gonna be huge. Unrelated: can you front my rent for the next few months?
From a different article on the same Deutsche Bank warning [1]
> However, there isn’t a consensus on Wall Street regarding AI’s longevity. Goldman Sachs took a more bullish view this morning. “We expect productivity gains from artificial intelligence (AI) to boost GDP significantly, by about 0.4% through the next few years and 1.5% cumulatively as adoption rises over the long run. Once it is widely adopted, AI is likely to allow workers and firms to produce more output for a given set of inputs, which will raise [total factor productivity] growth,”
> Once it is widely adopted, AI is likely to allow workers and firms to produce more output for a given set of inputs, which will raise [total factor productivity] growth,”
That's the issue: it is not widely adopted. /s
I keep hearing that using AI can make me more productive, but nobody can explain how.
If/when the AI bubble bursts, I don't think AI will just cease to exist. It is difficult to imagine a world without this tool now - it is a great convenience. Now, is this convenience worth almost $1 trillion? No. At least not yet - if ever. Very gimmicky solutions are being peddled and there seems no concrete class of problems found for this "AI solution." Replacing entry level human interaction perhaps. But that won't earn companies money in the long term - just short term savings. And for every profession that uses AI in the senior positions as an aide, it chokes off entry level pipelines. So difficult to tell how this will play out.
I was dreamin' when I wrote this
So sue me if I go too fast
But life is just a party
And parties weren't meant to last
War is all around us
My mind says, "Prepare to fight"
So if I gotta die
I'm gonna listen to my body tonight
Yeah
[Chorus: Prince and All]
They say
2000, zero-zero, party over, oops, out of time
So tonight, I'm gonna party like it's 1999
Yeah, yeah, shh
that graph showing zero growth without "tech spending" seems to indicate that.
What puzzles me is that human brains require only about 20 watts of power, plus food, shelter, relationships, medical care, and 20 years of experiential and educational training effort, so why do LLMs need so much more power, if they are piggybacking on digital human training data?
is your comment supposed to be pessimistic or optimistic? my interpretation of your post is that we should be investing more into AI because eventually we will achieve human-like AI running on 20 watts of power. we know it's possible because as you said, our brains are doing it.
The recent news that feels most fishy to me is nvidia’s investment in OpenAI.
Like if you have to invest in your customer then what is even going on
It would be problematic if OpenAI wasn’t the torchbearer of ai. Think of it as vertical integration. Normally antitrust would stop it, but given the competition from China, that’s a nonstarter. so it’s not so different from microsoft investing in OpenAI. Basically everyone and their mother wants to invest in OpenAI. It’s not so much that they have to invest in OpenAI to sell their gpu’s which are chronically under supplied.
I think Amazon buying compute from oracle is a lot more questionable.
Google invested in lot of their customers business. It's not odd at all
For example?
big tech tends to buy out conpetitors to let them die?
I've seen this term describing the interrelationships of AI companies, chip companies, banks
https://en.m.wikipedia.org/wiki/Ouroboros
if that makes sense to you
Listen, guys, I'm so much more productive now. I've founded 10 companies and Claude's building the products for all of them. It's gonna be huge. Unrelated: can you front my rent for the next few months?
From a different article on the same Deutsche Bank warning [1]
> However, there isn’t a consensus on Wall Street regarding AI’s longevity. Goldman Sachs took a more bullish view this morning. “We expect productivity gains from artificial intelligence (AI) to boost GDP significantly, by about 0.4% through the next few years and 1.5% cumulatively as adoption rises over the long run. Once it is widely adopted, AI is likely to allow workers and firms to produce more output for a given set of inputs, which will raise [total factor productivity] growth,”
[1]: https://fortune.com/2025/09/23/ai-boom-unsustainable-tech-sp...
> Once it is widely adopted, AI is likely to allow workers and firms to produce more output for a given set of inputs, which will raise [total factor productivity] growth,”
That's the issue: it is not widely adopted. /s
I keep hearing that using AI can make me more productive, but nobody can explain how.
If/when the AI bubble bursts, I don't think AI will just cease to exist. It is difficult to imagine a world without this tool now - it is a great convenience. Now, is this convenience worth almost $1 trillion? No. At least not yet - if ever. Very gimmicky solutions are being peddled and there seems no concrete class of problems found for this "AI solution." Replacing entry level human interaction perhaps. But that won't earn companies money in the long term - just short term savings. And for every profession that uses AI in the senior positions as an aide, it chokes off entry level pipelines. So difficult to tell how this will play out.
I was dreamin' when I wrote this So sue me if I go too fast But life is just a party And parties weren't meant to last War is all around us My mind says, "Prepare to fight" So if I gotta die I'm gonna listen to my body tonight Yeah
[Chorus: Prince and All] They say 2000, zero-zero, party over, oops, out of time So tonight, I'm gonna party like it's 1999 Yeah, yeah, shh
AI bubble is the only thing keeping the US [stock market from crashing]
that graph showing zero growth without "tech spending" seems to indicate that.
What puzzles me is that human brains require only about 20 watts of power, plus food, shelter, relationships, medical care, and 20 years of experiential and educational training effort, so why do LLMs need so much more power, if they are piggybacking on digital human training data?
is your comment supposed to be pessimistic or optimistic? my interpretation of your post is that we should be investing more into AI because eventually we will achieve human-like AI running on 20 watts of power. we know it's possible because as you said, our brains are doing it.
neither p nor n. Just a question
Time to sell
I’d Deutsche is so certain they are gonna make a killing when they pick up assets at low prices.