[ozim]

AI companies don’t have 20 years, they have max 5 years where they have to turn to profit.

They don’t have time to wait for all the companies to pick up use of AI tooling in their own pace.

So they lie and try to manufacture demand. Well demand is there but they have to manufacture FOMO so that demand materializes now and not in 20 or 10 years.

[rfv6723]

This outlook is as short-sighted as the 2000 fiber optic bust. Critics then thought overcapacity meant the end, yet that infrastructure eventually created the modern internet. Capital does not walk away from a fundamental shift just because of one market correction. While specific companies may fail, the long-term value of the technology ensures that investment will continue far beyond a five-year window.

[afavour]

But fiber optic created in 2000 is still very usable in 2026. AI hardware purchases in 2026 is going to out of date very quickly by comparison.

[toomuchtodo]

How much capital was wiped out for it to be cheap after the bust? Someone is going to eat the exuberance loss in the near term, even if there is long term value.

[whattheheckheck]

Try 3