@manton Much as AI and LLM’s have been conflated so too is the world of LLMS.

AI has been around for dozens donkey’s years .. LLMS are the new breakthroughs that make up the bubble.

We have been sold the line that big is beautiful … enter all associated with hyperscalers … we all know that there is another way (a better way for a lot of use cases of normal people) .. and they see a thousand blooming fields .. not an ultimate ‘winning engine’.

It’s as if instead of the pc we were all given time share on a great IBM mainframe in the sky.

Apple will start to expose that to the world in a couple of weeks … and china will do what china does … the world is bigger than America.

So yes .. there is a bubble .. there is debt exposure .. that is big enough to worry everyone .. including oracle shareholders .. AI is fine.

It’s like climate change .. ultimately the planet will be fine .. it’s the people that won’t.