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this post was submitted on 25 Sep 2026
170 points (98.3% liked)
Fuck AI
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A place for all those who loathe AI to discuss things, post articles, and ridicule the AI hype. Proud supporter of working people. And proud booer of SXSW 2024.
AI, in this case, refers to LLMs, GPT technology, and anything listed as "AI" meant to increase market valuations.
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I dont know if you being right or wrong changes the predictable commercial future.
If you are wrong then the prevailing narrative holds, these companies are subsidising costa to an unprecedented level and a revenue correction is inevitable.
If you're right, the actual (today) cost of tokens is not utterly horrendous compared to pricing... but that raises the question: what in the name of god do we need all the planned but not yet online datacentres for?
I can only think that it is to train and serve frontier models at an increased token cost that is not predicated on capacity based quantisation, and surely that will make the token costs horrendous because all that investment has to create a return somewhere, so a revenue correction will follow.
Best case scenario; the revenue correction arises after efficient open source models are capable of sustaining most commercial activity. Then the world does not need the datacentre buildout that's propping up nvidia etc., (i kinda hope thats already the case). Frontier level models will stroll (have strolled?) on past the point of diminishing returns and will become commercial black holes...
All the datacenter build are more about squeezing supply imo. They build them so their competitors can't, and in this case, that also includes retail.
At the rate that it's being used, a business could recoup their cost in a year if we still had the old hardware prices. OpenAI literally bought wafers and are just sitting on them, I don't get why there isn't a lawsuit already.
Same for all the danger talk and copyright lawsuits. Sam Altman loves that he only has to pay a few hundred million for a monopoly, they have 1 billion a month in revenue [edited, I was counting all users and not just paying users], it's a drop in the bucket.
And sure, open models won't disappear from the internet, but their use in a business context is tied to these lawsuits. We are heading towards half of our economy being forced into subscription services. Most of the lawsuit money goes straight to shareholders instead of the actual content creators too (the book one being a notable exception tho). It drives me nuts.
Hoping for your best case too tho. Fingers crossed.
It's seven trillion dollars. That is gonna need a lot of return on investment not to crack the economy like an egg.
yeah, i wish we were getting fast trains instead.