[The_Fox]

> The rapid growth of revenue of AI model companies, OpenAI, Anthropic, etc.

You can't use growth of AI companies as evidence to refute the article. The premise is that it's a bubble. The growth IS the bubble, according to the claim.

> I don't know why the author of TFA claims that he can't make a bunch of one-off apps

I agree... One-off apps seem like a place where AI can do OK. Not that I care about it. I want AI that can build and maintain my enterprise B2B app just as well as I can in a fraction of the time, and that's not what has been delivered.

[atleastoptimal]

Bubbles are born out of evaluations, not revenue. Web3 was a bubble because the money its made wasn't real productivity, but hype cycles, pyramid schemes, etc. AI companies are merely selling API calls, there is no financial scheming, it is very simply that the product is worth what it is being sold for.

> I want AI that can build and maintain my enterprise B2B app just as well as I can in a fraction of the time, and that's not what has been delivered.

AI isn't at that level yet but it is making fast strides in subsets of it. I can't imagine systems of models and the models themselves won't reach there in a couple years given how bad AI coding tools were just a couple years ago.

[guappa]

Does the revenue cover the costs?