Comment by belter
15 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?
15 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?
> 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.
Deepseek somehow didn't need $2T to happen.
all that led up to Deepseek needed more. don't forget where it all comes from.
Because you know how much they spent.
And that $2T you're referring to includes infrastructure like energy, data centers, servers and many things. DeepSeek rents from others. Someone is paying.
I think the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble.
If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI.
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