Please take a moment to step outside the tech bubble. Neither my neighbor (a hair stylist) nor the carpenter fixing up her kitching cabinets are "using" AI. They might get Gemini text when googling something, though they often scroll past it because they often don't trust it. And they get lots of fake videos when scrolling their youtube which increasingly annoys them. The only times they are in touch with AI is when it's forced upon them, and otherwise they are living a pretty good life without any of this.
The capability is there for robotics to handle these kinds of repetitive tasks from a long term view. They're just statistical processes on a fundamental level.
In general, a lot of this shit that we do can be represented this way. It's just a question of where the incentives are to apply it first and how many economic cycles it'll take to get there.
Also, who controls the training data will matter a lot more. I.e. the sort of "ancestral knowledge" within different enterprises and how they deliver on respective business goals.
There is no objective evidence of anything you’ve said. It isn’t even clear if AI has contributed positively to global economic growth. It reminds me a lot of the late 90s and the dot-com mania. Slapping a domain on a commercial would make your stock go up even if there was no substance to any of it.
The real shame is this mania drowns out serious, practical use cases because when the bubble collapses, the market will throw the baby out with the bathwater.
2. It is not clear how they are getting their numbers.
I think anyone who has used Opus 4.6 can see what is causing this demand. It is genuinely “smart” in the sense that it can work its way around non-trivial coding problems.
Imagine you open a cookie shop and you are VC funded, so you charge 5¢ for a cookie to attract people.
- Your real cost is $20/cookie. $15 for the fancy retail packaging and presentation, $5 for baking each cookie.
- You get lots of attention, strong profits and go public.
- VC funding is gone so, now instead of charging 5¢, you now need to charge $25 in order to not be in the red.
One of the reasons people think this is the shenanigans that Anthropic is currently playing, quietly tweaking the behavior of Claude Code and whatnot without really telling people. You can see lots of comments online about Claude Code randomly feeling dumber before Anthropic engineers admit they are messing with it.
Imagine you are on the $200/month Max plan. If the sustainable cost of this is several orders of magnitude higher, would enough current users pay something like $3,000/month for what we currently have?
I don't even get what "skeptical of AI" means. We made AI, many companies reliably teach computers every spoken language. I perform my white collar job with a massive AI multiplier to my productivity.
I'm typing this on a machine comparable to Japan's Earth Simulator, a $350M supercomputer.
You're in a bubble.
https://www.helpnetsecurity.com/2026/04/07/google-llm-conten...