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Big Tech says AI is booming. Wall Street is starting to see a bubble

16 点作者 petethomas10 个月前

2 条评论

downrightmike10 个月前
IF the early gen: Alexa, is massively unprofitable, and VC money is burning to get the Current AI Rush going, I don't see how it is not a bubble. Real people and companies can't afford the real cost. People are just cheaper (tm).
1vuio0pswjnm710 个月前
&quot;&quot;Despite its expensive price tag, the technology is nowhere near where it needs to be in order to be useful,&quot; Jim Covello, Goldman Sachs&#x27;s most senior stock analyst and a 30-year veteran of covering tech companies, said in a recent report about AI. &quot;Overbuilding things the world doesn&#x27;t have use for, or is not ready for, typically ends badly.&quot;&quot;<p>Who should I believe: (a) Goldman analyst with 30 years experience or (b) HN commenters who consistently dismiss any and all criticism of &quot;AI&quot;.<p>Every criticism or iota of skepticism of &quot;AI&quot;, even something as simple as &quot;show me the money&quot;, gets countered on HN. It reminds me of the way HN commenters defend &quot;crypto&quot;. It is like some sort of religion.<p>Every day, we have to wade through endless submissions about &quot;AI&quot;. Yet an HN poll showed voters thought &quot;AI&quot; was overhyped.<p>I am going with (a).<p>Too much focus on &quot;the future&quot; while trying to deflect attention away from the present. Vapourware tactics.
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