‚Rote Fahne‘: Analysten klingen große Alarme als KI -Blase jetzt ‚größer‘ als Subprime
https://www.commondreams.org/news/artificial-intelligence-bubble
‚Rote Fahne‘: Analysten klingen große Alarme als KI -Blase jetzt ‚größer‘ als Subprime
https://www.commondreams.org/news/artificial-intelligence-bubble
7 Kommentare
>Several analysts are sounding alarms about the artificial intelligence industry being a major financial bubble that could potentially tip the global economy into a severe recession.
>*MarketWatch* reported on Friday that the MacroStrategy Partnership, an independent research firm, has published a new note claiming that the bubble generated by AI is now 17 times larger than the dot-com bubble in the late 1990s, and four times bigger than the global real-estate bubble that crashed the economy in 2008.
[….]
>Companies have vastly overhyped the capabilities of AI large language models (LLMs), and he pointed to data showing that the adoption rate of LLMs among large businesses has already started to decline. He also thinks that flagship LLM ChatGPT may have “hit a wall” with its latest release, which he said hasn’t delivered noticeably better performance than previous releases, despite costing 10 times as much.
>The consequences for the economy, he warns, could be dire.
>“The danger is not only that this pushes us into a zone 4 deflationary bust on our investment clock, but that it also makes it hard for the Fed and the Trump administration to stimulate the economy out of it,” he writes in the investment note.
Is this the same bubble as housing and crypto?
I’m still waiting for the „collapse“ predicted by the „experts“ a decade ago.
I don’t think big companies like Microsoft and Google making bad investments is really the same as the subprime mortgage crisis.
I don’t think it’s an apples to apples comparison. These were two different markets, and there have been different finance sector issues (mortgage backed security shenanigans, vs probably issues in private equity right now that are not directly related).
There’s also the question of what constitutes a bubble. But if it gets too big relative to what the economy can handle, pooping can be pretty bad. And I don’t think the economy can handle much right now.
We literally announced a half a trillion investment at beginning of year by big tech. Did we all forget?
As someone who is good at meta-economics, but ignorant on investments; How could one benefit from preemptive…. ehhh, how can one profit massively on the failure of AI?
Sounds like a billionaire problem. I only pay $20 a month to use AI.