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776 points rcchen | 1 comments | 11 Jul 25 21:35 UTC | HN request time: 0.207s | source

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wagwang ◴[11 Jul 25 21:50 UTC] No.44537111[source]▶

All of this game of thrones is going to create an amazing documentary if AI capabilities taper off and valuations vaporize.

1. zer00eyz ◴[11 Jul 25 23:05 UTC] No.44537697[source]▶

> if AI capabilities taper off

AI growth has slowed to a crawl, and it's priced it self out vs cost of compute.

NVIDIA feels a lot like SUN.

> amazing documentary

Been there, done that: 2001, Startup Dot Com https://www.youtube.com/watch?v=cP4PGjnZwJE

OpenAI’s Windsurf deal is off, and Windsurf’s CEO is going to Google