1. La Insostenibilidad Financiera y la Quema de Capital.
El consenso en la conversación pública es que las empresas de IA, especialmente las de modelos generativos, están operando con pérdidas catastróficas. La inversión masiva no se traduce en rentabilidad, lo que sugiere que el modelo de negocio actual es fundamentalmente inviable y depende de la inyección constante de capital externo.
- Ai companies are hemorrhaging money with no promise of any kind of profit.
- I firmly believe the economic ai apocalypse is coming. These companies are not profitable. They cant be profitable. They keep the lights on by soaking up hundreds of billions of dollars in other peoples money and then lighting it on fire.
- Ai doesnt make money, it burns it. And unlike every other big tech innovation of our lifetime, it actually gets less profitable as it scales larger and larger. Its the opposite of a viable business model.
- Its estimated that 95 of the companies that use ai are losing money doing it.
- Openai is absolutely hemorrhaging money - they are on track to spend 1t over the next 10 years on new compute capacity from nvidia, oracle, etc. While basically none of their users are willing to pay for the service!
2. La Burbuja Especulativa y el Riesgo Sistémico.
La industria de la IA es percibida como la burbuja financiera más grande jamás vista, superando a la burbuja de las puntocom y la crisis subprime de 2008. Esta especulación desenfrenada, impulsada por la codicia y el miedo a quedarse atrás (FOMO), amenaza con un colapso económico que afectaría a múltiples sectores, siendo Nvidia la única empresa que actualmente obtiene beneficios reales.
- Ai is a load bearing bubble thats gonna pop and hurt everyone in the us economy except the assholes with all the money.
- Ai is the latest tech bro grift to pry loose money.
- Ai is never going to generate revenue so it is going to run out of money soon and then the country is fucked.
- The ai bubble is 17 times the size of the dot-com frenzy and four times the subprime bubble.
- The only company doing well is nvidia everyone else is just incinerating money at unprecedented levels. When this bubble pops there will be so little residue of any value that what follows will be a nuclear winter for ai, but probably also for silicon valley generally.
3. El Círculo Vicioso de la Inversión (Dinero Ficticio).
Gran parte del capital que sostiene la burbuja de la IA no es orgánico, sino que se mueve en un ciclo incestuoso entre las grandes tecnológicas (principalmente Nvidia, OpenAI y Oracle). Este "dinero falso" o "esquema Ponzi" infla artificialmente las valoraciones bursátiles sin generar valor económico subyacente, creando una ilusión de crecimiento y rentabilidad.
- Ai developers and chip manufacturers are not even paying for goods in cash but reciprocally announcing collaborations to offset costs in increased valuations. Its literally fake money vs peoples real money for a low return product.
- The entire ai industry is playing musical chairs with the same pile of money.
- The biggest tech companies are faking ai profits through circular deals, investing in each other then using that same investment money to buy products from one another.
- The ai money vortex three possible uses for chatgpt making dinner recipes, creating workout routines, and planning road trips. Raises a question is the company really worth the hundreds of billions of dollars its investors say it is? no, the answer is no.
- Nvidia invests definitely-not-made-up money in ai companies and those companies agree to buy nvidia chips with it in the future in definitely-not-made-up deals. Cant see any problem there. Nope. Perfectly sensible.
4. Motivaciones Reales: Codicia, Desesperación y Desempleo.
La principal motivación detrás de la inversión en IA no es la utilidad tecnológica, sino la promesa de eliminar puestos de trabajo para aumentar las ganancias de los accionistas. La desesperación por encontrar un caso de uso rentable ha llevado a la industria a recurrir a nichos controvertidos como el contenido para adultos, mientras que la automatización amenaza con destruir la base de consumidores al eliminar el poder adquisitivo de los trabajadores.
- Investors are pouring money into ai lured by the promise of eliminating jobs and increasing their profits. No community anywhere should be helping pay for that.
- The fact that ai companies have become so desperate to find out how to turn the technology into profit that theyve turned to ai porn, when usually they would not touch after dark content with a barge pole, is a sign that they know they are not making enough money on this.
- Ai cannot do your job, but an ai salesman can 100 convince your boss to fire you and replace you with an ai that cant do your job, and when the bubble bursts, the money-hemorrhaging foundation models will be shut off and well lose the ai that cant do your job.
- The only thing powerful about generative ai is its mythology. The worlds executives, entirely disconnected from labor and actual production, are doing the only thing they know how to spend a bunch of money and say vague stuff about ai being the future.
- The same people in ai that claim ai will take over all the jobs seem to forget that if everyone is unemployed that means no one has money to buy their product.