Doesn’t matter. The regime got what they wanted out of this. The data centers are up, the tech is there, they will just snap it up cheap for use in surveillance and fabricating evidence of dissenters.
No shit! Let that sink in, I’m waiting. If the world don’t want to learn from it’s mistakes, let it burn.
Q3 2027 is when the house of cards falls. I have been saying this since 2025 and I will continue to make this prediction based off of loan and investment terms.
I’ve been making the comparison to the first synthesizer in 1897. It was so huge, that it took up the basement of an entire city block in NYC. It was enormous, and relatively useless but it worked…technically. But 60 years of development later, and it can be put in a suitcase and carried around.
I see data centers and AI the same way. Sure, we can technically do it, but it’s big, unwieldy, and wasteful. It clearly isn’t ready for prime time.
Go back to the drawing board, address the real problems, including regulations, and get back to us in a decade or two, when they’ve figured out how to do this properly. Because right now it’s a monstrosity that’s more of a curiosity than an useful product.
Still going to take massive amounts of data to train an AI.
Sooner the better
Come on, burn faster!
That long? Sigh…
He’ll probably tell Trump he’ll help win the election and get all sorts of tax payer handouts.
It will be a race which AI company holds out longest. All of them are making losses that no company can survive, and if they rise their prices enough to cover the costs, they will basically lose all their customers. Who will then struggle to hire the people back who still know how to do things without AI.
Then Google wins? Since they have the ad business sonar least they are making some money.
I think they could significantly lower their costs if they turn their focus away from the race to “AGI.” But, their valuations don’t really make sense unless investors believe they will achieve AGI.
Recent models are quite good. Like gpt 5.6 sol. Even better than mythos 5.
How is this a response to a comment about AGI?
LLMs are not currently, nor ever will be, anything remotely resembling AGI. AGI is still entirely within the realm of science fiction, like teleportation or time travel.
Yet still hallucinates mass bullshit and can’t count, can’t architect, and can’t write a decent test
The “best” one I’ve tried is the latest Opus. I don’t trust any of them to use for real work, so I mostly just play around with a local Qwen 3.6 27B or Deepseek v4 Flash. I have heard OpenAI’s latest models produce less bloat than Anthropic’s.
I should say I do find LLMs useful as a kind of search agent (both web and large unfamiliar code bases). And GhidraMCP is pretty cool (maybe just because I don’t have much experience with reverse engineering).
“Grim” says ye.
“He he hee ha haw ha haaa haaaa heh haa ha ha ha hee haa haaaa haaaaw…!” says I.
How can you run out of something you never had?
Oh they had plenty of other people’s money. They have to burn someones money very very fast
How can we make them run out in mid-2026?
Fire
baseball bats with nails in them!?
I was under the impression that they had an extremely large amount of negative money.
If Skyrim has taught me anything it’s probably integer overflow
Since their current cash wouldn’t fit in a 32-bit integer that’d mean it’s at least 64-bit. An integer underflow would require a debt of over 9,223,372,036,854,775,808 units-of-currency before it rolled over to positives.
Man, this bubble is even bigger than I thought! /s
Mid-2026? How about right now? :)
That’s the same thing… oh dog time is flying
my guy asking the real questions!
Let the internet do what it does best, create all kinds of weird and unnecessary porn. That should do it.
I don’t think that went well for Grok…
Definitely not in my feed tonight. Grok helping PDF filez.
I seen somewhere that an ai scientist predicts ai will completely take over in 2030. That seems like horse shit.
Oh boy, I can’t wait for my tax dollars to go to bailing them out instead of food and healthcare
Don’t worry, we can’t bail them out this time. There’s just not enough money, each bailout is exponentially bigger than the last one and this time the bubble is bigger than the rest of the global economy
We’ll probably destroy the global economy buying them just a few more months anyways though
It’s also arguably the only thing propping up the American economy right now. They don’t have anything to bail with, if the AI bubbles goes on fire. Their economy may well come tumbling down in short order.
pretty sure as soon as the strategic reserve is at minimum levels the gas prices will pop the economy just like in 08, looking at fuel prices, there is some consensus that the derivatives bubble and the economy was accelerated or contributed by the big spike then too, for what its worth here is a snippet from a longer conversation with claude the other day about the timing and effects…
“The timing is on your side. Oil peaked around $147 in July 2008, but Lehman didn’t collapse until September 15, and the bulk of the crash to the $30s happened over September–December, right on top of the acute credit panic. So the dominant driver of that specific collapse was the financial crisis — a credit freeze, a global trade contraction, forced deleveraging, and a stampede out of commodity speculation — not primarily consumers and firms conserving because gasoline got expensive. Presenting $147→$30s as a clean “high price destroyed demand” story conflates a financial/credit event with a price-response event, exactly as you say. Fair hit. The honest nuance is that they’re entangled rather than fully separable. James Hamilton — probably the leading economist on oil-and-macro — argued in a 2009 Brookings paper that the oil spike itself was a meaningful contributor to the recession, not just a bystander: US miles driven and gasoline demand had already rolled over in late 2007 and early 2008, before Lehman, and the auto-heavy parts of the economy were buckling under fuel costs first. His stronger claim was that the oil shock alone might have produced a recession even without the financial crisis. That’s a contested, minority-leaning view — the mainstream reading is still that the financial crisis dominated — but it means high oil wasn’t innocent; it was one of the stressors loading an already over-levered system. So the two didn’t just coincide, they reinforced each other. And here’s the deeper point your question exposes, which is worth more than the correction itself: it’s genuinely hard to find a clean example of price-alone demand destruction, because oil spikes and recessions almost always travel together. Spikes help cause recessions, and recessions crush oil demand, so they arrive as a package — you rarely get to observe the price-conservation channel in isolation. That entanglement is real, and I was papering over it. The cleaner illustration of the structural piece — the permanent kind of demand destruction — is the aftermath of the 1970s shocks. Global and especially US oil demand fell durably through the early 1980s and didn’t recover for years: fuel economy standards, switching oil out of power generation and home heating, industrial efficiency. That’s the sliver that sticks even after the economy recovers, and it’s isolatable precisely because it persisted past the recovery — though even there the Volcker recession is a confounder, so it’s not perfectly pure either. So let me refine the claim rather than abandon it. 2008 is a fine illustration that a demand collapse crashes the oil price, but a poor illustration that the high price alone caused the collapse. My underlying point — that $150–200 oil is self-limiting — still holds, but the mechanism is better stated as: high oil prices help trigger or deepen a recession, and/or a coincident recession does the demand-crushing, and it’s that demand collapse (from whatever mix of causes) that breaks the price. Pure price-induced conservation is the slower, structural component I described last turn, not the fast circuit-breaker. The circuit-breaker is the recession — which, as you’re implying, may have its own separate ignition source and just happens to also torch oil demand on the way down.”
didnt the us gov already get like 5% of the company, laying the groundwork of they cant fail bullshit ?
Ah right, they’re “too big to fail”.
Better start preparing to grind the economy to a halt when they try it. This time any occupy Wall Street movements should be heavily armed and wearing plate carriers
Maybe Americans are finally going to use their second amendment for the intended purpose?
We can only hope. But the left wing of the working class needs to wake up and realize they have that right too; and get armed if they are not already.
How can we make that sooner?
Get a sniper rifle and shoot their generators.
Nah. They lose money every time you use their shitty services. Sabotage would actually improve their cashflow.
use their cheapest plan, burn their tokens, burn the hole in their budget. could backfire though as then “clever analysts” will claim that demand is up and eager bankers will shell out more cash
Why burn tokens when datacenters are much more flammable
The most expensive plan gets you more tokens per unit of currency actually (10x cost for 20x usage), but it’s pretty expensive and there’s not actual guarantee that they’re still losing money on your subscription in 2026 and as you pointed out, being able to show demand and MRR will get them more loans.
Or educate the people around you that “AI” is not the magical fairy dust machine that can do anything imaginable. Might be better than giving them any money at all.
Look to your superannuation plan. Most providers have a conservative plan that’s little or no shares. If lots of people transfer the message will be loud and clear. At that point the markets will dump AI and things will eventually normalize. I suspect this is already where the elite have their money, given the present warnings.
Nah.
The more people divest the more appealing these investments are.
So more AI losses per investor. Shares are just like card collecting it only goes up if the demand is increasing. Right now I suspect it’s reached maximum insanity and is ripe for a correction.
That’s not true.
It can feel that way when you think as shares as numbers on a computer but they represent a share in the ownership of a country and presumably that ownership is actually worth something.
If no one wants to invest because of the vibe, then you can buy the shares for a bargain.
Maybe it’s a bit like buying a house where someone was murdered. If you don’t care about the vibe then the reduced demand means you can get a bargain.
You can argue the shares are grossly overvalued, and that may be true, but my point is that shares have an intrinsic value and if demand reduces it increases the appeal to other investors.
I’m sure the big players are betting Trump will bailout AI companies. They don’t have to worry. So they keep pumping the share prices.
Only by using a significant amount of power and water
Yes but you have forgotten about the technique used by the most skilled and intelligent company leaders to consistently outperform all predictions for years now: Corruption
Step one: make thing
Step two: make everyone hate that thing
Step three: call it “too big to fail” and force you to pay for thing you hate with your taxes
Ah yes, the most profitable business
Oh no. That is another whole year to wait.
Well they most likely get bailed out by the government