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They're also mountain ranges formed from the collision of plates? Otherwise, nothing, the timelines of the formation of the Himalayas and the Appalachians are hundreds of millions of years apart.

Amazing article, I found it fascinating.

> You can already use Claude Code for non engineering tasks in professional services and get very impressive results without any industry specific modifications

After clicking on the link, and finding that Claude Code failed to accurately answer the single example tax question given, very impressive results! After all, why pay a professional to get something right when you can use Claude Code to get it wrong?


> The demand side exists, whether it’s LLM AIs or something completely different that isn’t AI related.

What do you think LLM tuned GPUs or TPUs are going to be used for that is completely different and not AI related?


‘LLM tuned GPUs’ are just GPUs. The tuning refers to the models and how they use something like CUDA or whatever. There was a GPU shortage even before LLMs properly burst onto the scene, back with crypto mining. Now, it’s possible TPUs might add a wrinkle to later demand side issues when there is a crash but that will depend on how useful TPUs actually end up being to those outside Google. But GPUs will remain useful, whether it’s for gaming, machine learning (not the AI slop variety of this, but more categorising like for self-driving cars or medical imaging etc), or for the next crypto scam. Surely you agree that powerful computing capacity, independent of AI scams, is here to stay, right?

My main point in arguing that now isn’t like 2000 is that unlike in 2000 we have actual hardware and physical assets underpinning this bubble. In 2000 the assets were literally just imaginary. Yes there is speculation now but it is underpinned by silicon that will still be worth decent money even after LLMs are exposed as a hallucinatory mirage.


I'm not convinced building nuclear plants to generate fake crap faster is here to stay, it better not or we're toast.


But surely you agree those plants would get used either way?


Sure, if we make it through the AI storm.

> Can't have nice things anymore...

That's right. The illiterate show up to shriek about things they don't understand.


> I can read English, but I have never read a US supreme court ruling. There are much better ways for me to understand those rulings to me as a non-lawyer.

Having admitted to never having read a SCOTUS ruling, how can you then proclaim there are better ways for you to understand? How could you possibly make that assertion if you've never read a SCOTUS ruling?


SCOTUS ruling: 213 page PDF.

News article: 500 words that provide everything I need to know.

Unless I am actually very interested in the ruling, this seems an easy choice. Because I just wouldn't open that PDF file at all.


> Having admitted to never having read a SCOTUS ruling, how can you then proclaim there are better ways for you to understand? How could you possibly make that assertion if you've never read a SCOTUS ruling?

A SCOTUS ruling is a primary source, and there's a pretty good universal rule that primary sources can be difficult to properly digest if you don't fully have the context of the source; for most people, reading a secondary source or a tertiary source will be a superior vehicle than the primary source for understanding. Although that said, some secondary and tertiary sources do end up being just utter garbage (a standard example is the university press release for any scientific paper--the actual merits of that paper is generally mangled to hell.)


> pretty good universal rule that primary sources can be difficult to properly digest if you don't fully have the context of the source

I guess the last refuge of the ignorant is denial


certainly reads like it


It's actually written quite well, you just have to understand the underlying financial documents and methodology.

Things that are hard to read because you lack context is not the same as poor writing.


No it’s not. It’s sarcastic, snarky, sneery content that appeals to a certain group.

The actual subject matter has already been covered well by good writers like Matt Levine, WSJ, and others.


> No it’s not. It’s sarcastic, snarky, sneery content that appeals to a certain group.

What on earth does your second sentence have to do with the quality of the writing? Try just a bit to separate your emotions from the text.


How does it not have anything to do with the quality of the writing? The writing is supposed to convey some facts, but it's too busy pushing narratives and layering on snark that it fails to convey real facts. Even in this comment section the people who applaud the article don't really understand what's happening because they soaked up so much of the narrative-pushing from the article.


remember that time Facebook spent $10s of billions on the metaverse?


They continue to spend $4B/quarter on this as of 2025Q3 financials.


Meta (which is short for the metaverse btw) occasionally remembers the metaverse existing, too, whenever there's a small break to be had from the AI stuff.

https://bsky.app/profile/mailia.bsky.social/post/3lwys6d6r6s...


reality truly is the best comedy


What's your point with this comment? How can we ever hope for another Bell Labs if we decry companies taking risks on things no one even asked for?


how could we ever deserve another juicero or quibi, right?


Do you really think the kinds of technology that are adjacent to or enablers for vr are on the same level as juicero?


It's probably unreadable because you have to understand the underlying financial discussion.


None of these "what's going to come out of it" are likely to occur.


Agreed. I'd love to have some of whatever copium the GP is smoking... Or be half as sure about many things as they are about this insane speculation.


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