Comment by ben_w

> This assumes that the economy and the governments will happily suffer the electricity and financial demands that Sam and co would give and the world would accept. Even if Sam's words were true, it is still a leap of faith because there is no data backing those words.

Most economic growth since electricity became economically relevant assumes that, the only thing that changes are the names of who (supplies and) demands the energy.

> Even if Sam's words were true, it is still a leap of faith because there is no data backing those words.

Ignore Sam's, assume mine in the hypotheticals of my comment: even something slower than Musk's ongoing failure to make FSD is still a massive increase over the status quo that justifies the price, yet it can do so in a way that's still not going to feel like a radical shift to live through.

> My take in 2025 is that AI companies (other than the big ones like OpenAI) are going to struggle getting funding.

Mine is that there's definitely a bubble overall, but not necessarily in any single player: who wins the pop and who disappears is unclear, but whoever does survive can easily reduce spending when there's no competition and they're consequently not having to put 1/3rd of their compute budget into the next marginal improvement needed to beat whoever else just beat them.