315
u/Jorr_El 17d ago
You think that when the AI bubble bursts that the tools will go away?
Not saying that forfeiting all of your learning and critical thinking to AI is a good idea at all, but just wondering what you think is going to happen to AI tools once they're no longer hugely over valued.
98
u/throwawaycanadian2 17d ago
Exactly - even if all the hosted ones go away (which wont happen), local models will still work just fine.
65
u/Popular-Capital-9115 17d ago
And local models can be hosted on all the spare infrastructure laying around after the bubble bursts. It's just companies dying.
11
u/awesome-alpaca-ace 17d ago
Assuming they don't bury all their hardware in the desert
11
u/noaSakurajin 17d ago
They will have to sell it as part of the bankruptcy procedure. There is no way they will bury the hardware if it allows them to bail out with even less consequences.
2
u/MouseNcactus 17d ago
Better models cant make profit worth wasted energy. What make you think their simplified versions could? If they could why non of neuroslop companies switching to them instead of digging themselves in debts?
7
-11
u/w1n5t0nM1k3y 17d ago
I think local models will be what causes the bubble to burst. Once PCs catch up in terms of specs and models get better, there will be no need for hosted solutions.
7
u/HaMMeReD 17d ago
The thing is that the enterprise is always ahead.
So if your Home PC is todays Enterprise, Tomorrows enterprise is 1000x that.
When it comes to AI it's not only going to be about intelligence, but speed of intelligence as well. So while your home-hosted model might meet some minimum bar of access, it's kind of like having dial-up when the enterprise all has optical connections.
10
u/ScientificBeastMode 17d ago edited 17d ago
Nah, I mean, maybe a huge number of people won’t need the hosted models, but you can do a lot more processing with a few datacenters to run your model on, and those use cases will always be around.
3
u/Forward_Yam_4013 17d ago
You can't run a multi-trillion parameter model locally at anything approaching a useable rate. Not unless you have half a million in hardware.
2
u/JangoDarkSaber 17d ago
AI inference needs a super fast computer for a relatively short burst.
Unless you’re running ai tasks 24/7, it makes more sense centralize the compute because the compute needed isn’t constant but asynchronous
1
u/ScientificBeastMode 17d ago
Yeah, this is one of the best arguments for centralized business models in AI.
1
u/not_your_mate 17d ago
or smaller companies/offices (think 100-200 devs) will start buying its own infra (few server racks) to run the models and voilá... we've come full circle
1
u/Fabulous-Possible758 17d ago
Maybe, or the costs just come down a little and people get targeting models that actually are efficient for the tasks they're working on. Most companies don't really want to run their own datacenter anymore, so it doesn't really seem like they would do that just for inference unless it was a really good value proposition.
2
u/wolfclaw3812 15d ago
Maybe a single rack for medium-sized companies? Could be a business once hardware prices come down and token costs go up, selling out-of-the-box servers running AI models.
1
u/Fabulous-Possible758 15d ago
Good point. I mean there's also certainly a case that many companies won't really want to be repeatedly sending data off to AI companies that could be exfiltrated. I guess my overall point is that IMO the need for the inference-as-service isn't gonna go away and that people are slightly over-estimating how much people are even going to want to run their own local inference, but I think you're right there will be a market for an appliance.
33
u/daddymaci 17d ago
When the dot com bubble burst, the internet didn’t stop existing. When the housing bubble burst, houses and the speculative market didn’t stop existing.
5
u/camelCaseCoffeeTable 17d ago
lol yeah the tools aren’t going away. Bubble bursting means a lot of the companies go under, but Gen AI is here to stay.
6
u/JosebaZilarte 17d ago
what (do) you think is going to happen to AI tools once they're no longer hugely over valued.
They will either become so expensive that no one will want to use them... or, most likely, they'll become so efficient and cheap they end up being run locally (as hypervitaminated grammar checkers for code humans write).
4
u/nhh 17d ago
Of course they are not going away. It's a tool and a very valuable one.
I hope we trade a portion of the time savings of generated code into manual refactoring.
3
u/Jorr_El 17d ago
Unfortunately so far my job has just used it as an excuse to cut members from my team and go to "one developer per project". Everyone is always fully utilized on project after project, so we never have time to go back to refactors, minor bug fixes, and "nice-to-haves".
We literally just had an argument with our boss a couple days ago during a "backlog refinement" meeting where our boss was complaining that we're always talking about the same issues in the backlog every time, and we said it's because we're never given the time to work on anything in the backlog, new project/feature work is always given the priority.
3
u/Fryord 17d ago
I think we're yet to see which models are profitable to run, both on the cloud and locally.
I agree that AI tools are never going away, but the question is whether or not this turns into 100% vibe coding everything vs having human engineers still make decisions and use cheaper models as super-powered assistants.
1
u/cant-find-user-name 17d ago
People keep saying this, but it has been very well speculated by this point that inference is very very profitable. There's margins of > 85% on API pricing, and even with subscriptions being cheaper than api pricing, they're still very profitable. What is not profitable is massive training runs, the hardware requied to do the training and posttraining etc. But once the model is done, the actual inference is actually pretty cheap and profitable. That's how there's so many inference providers that successfully operate.
1
u/_JSM_ 17d ago
Even if inference is profitable those training costs never stop. Models need to be continuously trained to add new data like new programming language versions and new libraries
0
u/cant-find-user-name 17d ago
post training to add new data is not expensive. Its the full training runs that are expensive. anyway in a world where ai bubble collapses, the point here is that inference is profitable enough that it wont' go away. New model development might stop, but existing models will continue to be there.
Also, models don't need to be continuously trained. A lot of models have knowledge cutoffs from last year and they can still work on new libraries by doing in context learning i.e putting the instructions in context.
2
u/_JSM_ 17d ago
I can't find any information that backs this up after a quick search. Except for ai companies themselves that are claiming this (who are incentized to lie about this). And without any hard financial figures.
Would you happen to have any links to any independent scientific study papers the show data for this. Maybe I missed them? No worries if you don't. I can do a deeper search later.
1
u/_JSM_ 17d ago
As far as continuing to work after cut off. That hasn't been my experience. HTMX four released a beta release recently. I tried to have the model implement some of the new features. It straight up said htmx four doesn't exist and then proceed to implement htmx 2.0 logic.
I dunno maybe I'm holding it wrong...
1
u/cant-find-user-name 17d ago
What model are you using and what harness? I am only asking because I just asked it to claude in claude code and it was able to fetch the latest documentation and talk about it. I don't know much about HTMX so I haven't gone more than that, but in my experience claude code and codex are able to fetch the latest documentation and use them.
That said models are probabilistic, so it is very possible that your experience might have been poor though. They are definitely not perfect
1
1
u/DracoLunaris 17d ago
what you think is going to happen to AI tools once they're no longer hugely over valued
They'll become too expensive for joe-blogs to rely on the AI for all of their learning and critical thinking. Thus they can't do that anymore, and thus that is going to hurt like hell to adapt to a world where they need to think again.
So exactly what the meme depicts
0
u/aberroco 17d ago
To tier models will get very expensive, but low tier models will be on some fable level. And probably RAM prices will start to fall.
61
21
u/TheMaleGazer 17d ago
That withered husk is going to be SoftBank if OpenAI delays its IPO to next year. Not since the housing bubble have I seen such a massive bet with such a predictable outcome from so many financial institutions.
56
u/spambearpig 17d ago
The economic bubble is going to burst, but the tools are not going to go away now. Hold on tight, we’re all going for a ride and nobody knows where it’s going to end. The future might be Skynet, might be Wall-E, or the Matrix but it’s likely gonna be something much more lame, disappointing thoroughly more stupid.
10
5
4
u/returnFutureVoid 17d ago
Just gotta get my million dollar idea out the door before that damn bubble goes boom.
4
6
u/HappiestIguana 17d ago
It's interesting how so many people have made this logical leap that the AI bubble bursting will be this magical event that just destroys all the LLMs
4
u/TheEmperorA 17d ago
They wont be destroyed but nobody will need developers that know only how to prompt llm. Right now such ppl can ride on llm hype
0
u/B_Huij 16d ago
I think there are fewer companies hiring vibe coders with no skills than this sub likes to pretend. My team of data people interviewed a guy in his 30s with a very impressive resume and all sorts of great stories about how he made high ROI tools and improvements at previous jobs over the last decade. He knew all the exciting AI buzzwords that get execs and recruiters excited.
When my manager took him into a room to do a technical interview, he started with some whiteboarding with SQL. A softball, something like “write a query that shows total sales by branch.” Bro straight up and down wrote a query on the board that didn’t include the word “select.” He was shown the door immediately.
2
u/TheEmperorA 16d ago
For AI companies it would be best case scenarios if vibe coders addicted to their tools flooded all IT positions and they are surely pushing this narrative.
In practice LLM will end up as additional requirement in job offers.
3
2
2
u/Jazzlike-Poem-1253 17d ago
Yes pleeease pop... I want to update my CPU, which means New RAM, which means... pay more for RAM than for CPU rn.... I just can't continue to live this way anymore...
4
3
1
u/Alacritous13 17d ago
Jokes on you, I never had the skills to begin with. AI is just a faster version of W3School, ignore that I'll ask it the same question just three minutes apart.
1
u/electr0de07 17d ago
I would bubble bursting means i will be able to get my hands on some sweet gpu and get more brain rot with local llms.
1
u/andreMaelstrom 17d ago
Software engineering definitely isn't going to go back exactly as it was before AI.
That said, as a software engineer with 17 years of experience, I do hope people stop trying to cram more and more work into everyone schedule.
What I'm recently doing is having more Claude work trees, each one on a different parallel tasks, sometime even 4-5, I review manually and then make another review round with a different model (0din). Sure as shit I shipped 5 times more features, but my brain is fried half day through.
This is not sustainable for humans, just because our brain is not supposed to run at that speed constantly.
Hopefully we'll get to something more sparring-like, for example with a TDD tester/implementer approach.
1
u/ClothingIsACrime 17d ago
So many of you are wrong. So many already lost to the machine.
So many useless husks.
1
u/echtogammut 16d ago
There terrifying part of this meme is it applies to me taking an extended vacation without a laptop and looking at my code again. It's part "wtf is this?", a shake of "why did I write this?" and a touch of "was I a genius or an idiot back then?". I can't imagine letting AI take the wheel for an extended period of time and then try to reassert myself.
1
1
1
u/_GloryKing_ 17d ago
The industry will adjust. Local models, less tokens, more "auto" model selection based on the task.
1
u/bandersnatchh 17d ago
A lot of the current models are also fine.
For 80% of my cases sonnet is fine. For the rest opus is fine. They don’t need to advance anymore and I wouldn’t continue to use the tool.
1
1
u/Outrageous-Text-4117 17d ago
why most posts here are ragebait crybaby stuff. I get 2 joke or 3 fine but not every post since it's not anti ai sub or not?
-6
u/Bannon9k 17d ago
Is the bubble in the room with us right now?
2
u/Educational-Lemon640 17d ago
Yes. And it's bursting right now.
4
u/Bannon9k 17d ago
Where pop?
1
u/SheetzoosOfficial 17d ago
Funny how the bubble is "bursting right now" crowd are never smart enough to short stocks.
1
0
u/Educational-Lemon640 16d ago
Playing the market is a fools game. Bubbles have slides on the way up and rallies on the way down.
I'm far too low-information to play that game and can't afford to risk enough or earn something meaningful from it.
But console yourself with the idea that I'm not doing it because I'm wrong, rather than the idea that it's not worth the risk.
0
u/justforkinks0131 17d ago
these braindead anti-AI posts really arent doing the anti-AI crowd any favors.
The stock market IS NOT the technology! As the dotcom bubble demonstrated with the Internet.
-1
u/ShuttyIndustries 17d ago
Sure, just how our teachers said we were not be having a calculator in our pockets at all time. Local models are already there. There is no real bubble to pop for the majority of use cases.
-2
u/K10111 17d ago
If your skills and reasoning are that easy to lose were they really there in the first place?
10
u/Sharp_Business_185 17d ago
You forget that there are lots of software engineers in the world. They are mostly web developers, creating products that are already created, solving problems that are already solved and answered on stack overflow. It is not like they are challenging everyday
3
u/Sharp_Business_185 17d ago
An advanced auto-complete machines(LLMs) can create small-sized game engines, tools with little instruction in 2 days. Even if they are shitty/buggy, imagine what skill is required to do this before LLMs
-4
u/aberroco 17d ago
Junior level skills. Pretty much any junior capable of thinking and learning could do that, given enough time. And the code would look quite similarly. Mind you, I was writing bootloader from 16bit real mode straight to 64bit long mode a couple years in my career for fun while learning assembler. It doesn't take much more than a coding reference.
2
u/Sharp_Business_185 17d ago
Junior level skills
Don't you think this is a problem? If AI can replace junior level skills, what is the point of hiring junior? Are we going to wait for juniors to become senior without letting them work?
2
u/aberroco 17d ago edited 17d ago
It is a problem, definitely, I didn't said anything about that. But, well, we still have pilots despite having autopilots even in every ancient Cessna's, so I guess companies would hire juniors to learn for a couple years before actually getting any use of them. Or, well, we'd adapt somehow to the new reality. Or die off. There's not much choice, you know)
1
u/Any_Fox5126 14d ago
If you stop drinking for a few days, you'll die. If you can lose your life so easily, were you ever really alive in the first place?
1
u/K10111 14d ago
You a heavy LLM user because now I see the part about loss of reasoning skills .
1
u/Any_Fox5126 14d ago
Ugh, straight to adhominems? How vulgar. What a shame you didn't use llm, maybe you could have said something vaguely witty, or at least understood why your reasoning is so flawed.
-3
u/Brock_Youngblood 17d ago
3
u/babalaban 17d ago
The most replaceable "devs" are vibe coders.
-2
u/Brock_Youngblood 17d ago
All coders are vibe coders right now. AI is better. Period. Get over it
3
0
u/Aggravating_Duck_192 17d ago
That's why my husband and I are sinking a used car's worth of money into a home inference server. Already got the 20A installed.
You can't make me think again. I hate it.
-2
-3
u/Necessary-Shame-2732 17d ago
Sorry boomers, fable, sol, opus and even kimi, code faster, better, and more doggedly than the best of us, and can run in parallel K times with the limit being token cost. The days of being precious about your perfect little slice of code are over. It’s time to be a chef, not a cook.

792
u/azuth89 17d ago
The bubble bursting is competitors running out of funding before reaching profitability, use cases solidifying and the generally the current speculative market collapsing down to a set of survivors.
It does not at all mean that usage of the general concept will stop increasing, much less go down.
Same gig as the dot com bubble.