The Unsustainability of the AI Bubble

I agree. We are in the makings of a bubble but it's going to be a while before it bursts. When we start seeing AI companies going public by the truckloads then we better start to worry. The burst will be near and we'll be in for a lot of financial pain. It's coming but we are not there yet.

1. The development of emerging industries is difficult to evaluate solely based on short-term ROI.

2. The LLM industry has enormous growth potential that cannot be ignored.

3. Although equipment depreciation is fast, for industry players, the advantage of being ahead by a few months is still invaluable.