• After the bubble pops how much would our lives be impacted?

  • Would AI vanish or still be there?

  • How exactly do you think the bubble will pop? Will AI companies simply run out of money? Or will it be because of the environmental effects?

  • When do you think the “pop” will take place?

  • After the bubble pops, in future there will be companies/people who will try the AI thing again? What will that be like?

  • jqubed
    10·
    24 hours ago

    I’m assuming one or two significant players will go bust, but probably not the biggest like Google, Microsoft, Amazon. They might take some serious hits, and they’ll deprioritize AI, but still exist. Maybe someone like Oracle or xAI goes under and gets parted out like an airliner getting scrapped. A lot of data center projects will be cancelled, others will shut down, and the local politicians that pushed for those data centers will see their political careers end as their districts are left with big empty buildings and infrastructure debts that will be hard to pay.

    • catdog@lemmy.ml
      1·
      22 hours ago

      Wouldn’t such turbulent times be exactly when established companies are at risk as well? E.g., what electrification is doing to VW.

      Although the risk for AI-first vs general big tech does depend on the root cause of the disruption.

      • jj4211
        2·
        16 hours ago

        Well yes, but for example, when someone activated voice interaction with their phone, Google or Apple decide what AI solution is used, and Google already decided to roll their own. When most companies go into AI, just expanding their existing relationship with Microsoft is what their business leaders like. Generally the established companies have preserved the customer engagement even when they resell newcomers.

        An example of what you ponder would be like Sears, kmart, Amazon. The thing was that Amazon was greatly valued going direct. People loved the prices and shipping speed. Imagine if instead Amazon decided to partner with Sears and K mart and those companies largely handled the customer engagement with Amazon fulfillment on the backend. Amazon would have been much more exposed to those companies bringing it in house. This latter situation more closely resembles OpenAI and Anthropic right now, at least for the big businesses likely to pay enough after the price hikes.