Does any of you perceive AI as bubble like SDN or is it going to stay for ever. I am not sure if cognitive alogrithms break AI patterns create more confusion for the future to adapt. If not, AI is not real AI.
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You forgot blockchain
@a3 "But a "bubble" -- well, I guess we'd have to define that first, too."
The expectation NVDA will become the first trillion $ company already defines it to the fullest.
Like every previous technology hype, there will remain great use cases for AI.
But OF COURSE it is a huge bubble that will correct itself. Gartner Hype Cycle example yet again... what was it... "internet".. "Optical".. "Web 2.0".. "Cloud First"... etc etc
The early investors will be paid in full (already are in fact), the late ones will lick their wounds some... question is, what's next? Quantum is trying...
At Cisco, it’s more like AI Bobble.
Two bald Patels going AI, AI, AI all day on LinkedIn.
JP is a f**k of all trades, master of none.
CP, the CTO EMEA, is now a quantum guru, Agentic AI expert, master of con
All hail the Patel Gods.
Cisco has been investing in "AI" but we all know that it isn't really AI, more like ai, lol. They always clap on whatever big trend is in the air onto their existing rus bucket products. But it isn't working anymore. Look at the big crater in the defense work lately. There is a reason that collapsed.
If there is a bubble burst, it will just take out the thousands of nothing startups you've never heard of.
OpenAI isn't going away, Anthropic isn't going away.
Bubble bursts are actually great for the big players....their competition gets wiped out and they can buy up little companies for nothing.
First off, the AI we're presented today isn't truly AI. I think we all know this. They're a serious of algorithms used for neural learning. It's a good tool and it can be used to help build things, but it's really about patterns. It's very good at determining patterns and coming up with how things fit together; it isn't always right. It also isn't perfect. It makes a fair amount of mistakes. It also has randomization elements to help provide different answers to the same question(s) [called a seed]. It's also not very great at math, oddly enough. It's much better at verbalized/written information; such as what it finds from books or articles. It can also be fed poor information and it can produce poor information (garbage in, garbage out).
Now, that being said, AI isn't going anywhere. It's going to stick around. I think it will improve and people will learn the limitations better and put better protections and guardrails in place. There isn't an AI bubble, either.
Sure, there's been a lot of investment into AI; I believe the approximate tally is about 1.5 trillion or so. The revenue streams aren't showing the right return. The gap is easily a few hundred billion dollars. To top it off, AI is getting cheaper and cheaper, which is more likely to lower revenue even more. However, a deficit of this kind, by itself, isn't going to make a "bubble." Something would have to happen. Investors would need to run their pockets so dry there's no money for any other ventures. Debt, as it turns out, actually makes money on the books of banks and so some accumulation of debt is quite desirable. There's also the element of tax shelters.
Can this money from investors start to dry up? Maybe. There would also have to be a lot of ventures for them to invest into for this to happen, too. Investors are also usually rather good at keep a diverse portfolio. Now, if other areas of the economy begin to have issues, the money could stop flowing. We would then expect a significant economic decline and some may call it a "bubble."
That all being said... even if there is a "bubble" -- AI, "this" version of "AI" isn't going to leave. It may stagnant in technology for a while, but it's going to remain. Just like the .com bubble in the 2000's (which this could be somewhat similar to); we still have .com's. We still have SaaS companies. The one's which weren't profitable evaporated and something similar could happen here with a number of AI startups. But a "bubble" -- well, I guess we'd have to define that first, too.