The AI wildfire is coming. it's going to be painful and healthy

(ceodinner.substack.com)

117 points LordAtlas | 1 comments | 07 Dec 25 16:43 UTC | HN request time: 0.194s | source

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devin ◴[07 Dec 25 17:40 UTC] No.46183465[source]▶

> Every promising engineer, designer, or operator is being courted by three, five, ten different AI startups, often chasing the same vertical, whether it’s coding copilots, novel datasets, customer service, legal tech, or marketing automation.

This is flat out wrong.

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throw310822 ◴[07 Dec 25 17:51 UTC] No.46183542[source]▶

>>46183465 #

I still don't understand what should this "wildfire" burn. My perspective is very limited, but where are the pets.com of AI today? Where are all the small companies with improbable business cases that are getting absurd valuations/ investments because they're in AI? The space seems mostly dominated by huge players that, while burning tons of cash, are still making real progress on something that will have more economic impact than society can actually bear. Who should be wiped out by the wildfire? Anthropic?

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1. torginus ◴[07 Dec 25 22:49 UTC] No.46186107[source]▶

>>46183542 #

From how stock valuations look like, they had an insane rally from the release of ChatGPT to around mid-2024, from which point it stayed mostly on a consistent trajectory with the rest of the economy.

I think a huge breakthrough for AI was priced in, and we are still waiting to find out if it will come and what it'll be.

Personally, as this article seems investment focused, I see no downside to diversifying away into more varied kind of investments, but then again, I'm not a pro, so take it with a grain of salt..

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