IMHO, the US is already cooked. Technological superiority is one of many ways to exert influence, and foreign initiatives are closing in, fast. There's nothing the US can do do stop it, unless it can find a way to stall China's advances in the area, and this is incredibly unlikely.
How are you defining “AI bubble”? Via the capability trajectory of AI or as an economic analysis. How is “AI bubble” an extreme? Was dotcom bubble an extreme? In retrospect it feels like a median position. Bubbles are super normal not extreme. “AI is useless and will go away” would be the extreme position. Your third possibility could happen in the “AI bubble” world.
I think “AI bubble” gets framed as a technological question about AI capabilities and not a financial one. The bubble may deflate slowly, but if you eat all software or eat all other Field’s something is popping. Anthropic OpenAI and SpaceX are all valued partially as if they’ll be the only ones to succeed.
my 2c:
IMHO, the US is already cooked. Technological superiority is one of many ways to exert influence, and foreign initiatives are closing in, fast. There's nothing the US can do do stop it, unless it can find a way to stall China's advances in the area, and this is incredibly unlikely.
> will eat all software and software-related meetings.
Software engineering is a job. Writing code is a task. The task isn't the job.
How are you defining “AI bubble”? Via the capability trajectory of AI or as an economic analysis. How is “AI bubble” an extreme? Was dotcom bubble an extreme? In retrospect it feels like a median position. Bubbles are super normal not extreme. “AI is useless and will go away” would be the extreme position. Your third possibility could happen in the “AI bubble” world.
I think “AI bubble” gets framed as a technological question about AI capabilities and not a financial one. The bubble may deflate slowly, but if you eat all software or eat all other Field’s something is popping. Anthropic OpenAI and SpaceX are all valued partially as if they’ll be the only ones to succeed.