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Comment by re-thc

16 hours ago

> A pipe dream sustaining the biggest stock market bubble in history

This is why we're losing innovation.

Look at electric cars, batteries, solar panels, rare earths and many more. Bubble or struggle for survival? Right, because if US has no AI the world will have no AI? That's the real bubble - being stuck in an ancient world view.

Meta's stock has already tanked for "over" investing in AI. Bubble, where?

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re-thc

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belter  16 hours ago

2 Trillion dollars in Capex to get code generators with hallucinations, that run at a loss, and you ask where is the Bubble?

  • re-thc  16 hours ago

    > 2 Trillion dollars in Capex to get code generators with hallucinations

    You assume that's the only use of it.

    And are people not using these code generators?

    Is this an issue with a lost generation that forgot what Capex is? We've moved from Capex to Opex and now the notion is lost, is it? You can hire an army of software developers but can't build hardware.

    Is it better when everyone buys DeepSeek or a non-US version? Well then you don't need to spend Capex but you won't have revenue either.