- The forced "AI" summary is wrong.
- If you click on "Google AI", it gives a new summary that contradicts the initial one.
- If you check Wikipedia or the top real search result, they contradict both the above.
Should the board intervene and fire Pichai? Does the board know something we don't, e.g., are there massive surveillance contracts with the NSA and the "AI" demand is internal?
So now I am wondering what will be available once the AI investment implodes. I am thinking about computer hardware, available cloud infrastructure employees for hire on the cheap, and more.
I am also looking at the consequences for the incumbents reliant on both AI and cloud that either cannot pay their bills or who fail because their service providers no longer exist. I can’t help but see lots of opportunity on the horizon.
"If the price of inference drops through the floor all the AI wrapper companies become instantly more valuable. Cursor's agents suck ...but their position would get much better with cheap inference." (edited)
"Buy the application layer near winners. When computing costs shrink, usage expands."
"massive Oracle Crypto Farm"
So the answer seems to be: 1. look at what is being priced out now, as this will be cheaper later. 2. Assume the big players will shrink and the smaller players will grow.
If crypto fills the gap I think we could also see a devaluation in coins?
If the data centres stop using so much electricity, will supply of electricity increase and so the costs will decrease?
Personally I'm looking forward to cheaper consumer GPU cards.