Journalists are so funny man. "Last week we told you that AI is fake and fraud. But we just learned something fascinating. A few months after everyone else was talking about it, we uncovered an amazing scoop: the companies which raised a lot of capital, are also doing tens of billions of dollars of revenue. So now we're starting to thing it might not all be a scam! Tune in next week for when we say it's all 100% fraudulent again."

What I don't think people are taking into account is how wide spread AIs use will be. We are only seeing a very small use now. AI will eventully be coustomize for each country of the world, many of the machines we use and many new ways we can't think of right now. For that to happen we will need lots of data centers and power plants. The next 40 plus years will be bunkers in terms of the amout of productivity needed to roll out all the functions we want. It will be bigger than any recent roll out of new technology, definitely bigger than the web in size and function. No, we are not in a bubble, we are just getting started.

> astronomical productivity benefits

I can't take the article seriously...

The reason I think AI is essentially guaranteed to be a bubble is that all the optimistic profit projections and such are predicated on the easy, continuous integration of AI tools into society.

There's not a chance in hell this happens. It seems pretty clear that in terms of AI, it's going to first destroy jobs before it ends up creating them. People are going to be furious. Politicians are going to step in - you can already see the start of this, but my guess is this is going to be THE issue in 2028. You're gonna get more attacks like the people who attacked Sam Altman. There's going to be a chilling effect on the field and the tech industry as a whole.

The idea that these revenue trends just continue without any issues for the next 4 years, it's just absurd to me. Not denying that the tools are useful, but the companies in the space set too ambitious of a scaling target IMO. They're not gonna get to where they need to be in time.

This is a Claude Code advertisement by a clueless journalist who changes his opinion every three months. Absolutely despicable:

"Today, however, we’re in a very different world. Software developers are adopting AI tools en masse and reporting astronomical productivity benefits."

Really? Who did you ask, Mr. Karma? Amodei?

The Anthropic multi-level marketing, inspired by Tupperware and Scientology, is working again.