[dbcpp]

I'm not saying LLMs are useless. But the value they have provided so far does not justify covering the country in datacenters and the scale of investment overall (not even close!).

The only justification for that would be "superintelligence," but we don't know if this is even the right way of achieve that.

(Also I suspect the only reason why they are as cheap as they are is because of all the insane amount of money they've been given. They're going to have to increase their prices.)

[jama211]

Well, obviously there’s a bubble of overinvestment. That point is fair.

[dbcpp]

Quite a large bubble. The burden of proof for demonstrating the enormous economic value LLMs are providing really is yours. Sure, there are anecdotal benefits to using LLMs, but we haven't seen any evidence that in aggregate businesses across America are benefitting. Other than AI companies, the stock market isn't even doing well. You would think that with massive expected efficiency gains companies would be doing better across the board. Are businesses that use AI generating significantly higher profits? I haven't seen any evidence of it yet (and I'm really looking for it, and would love to see it!). It's pure speculation so far.