whether or not LLMs solve it, several hundred billion dollars of capex is being spent as though they will, and that capex is bidding for the same megawatts I am.  I have to plan around the spending regardless of whether the thesis is right.

Intelligence isn’t a demand problem it’s a supply and distribution problem. 

I don’t think LLMs solve this.

BlokchainB

Really tough question - Something has to give. We've seen just so much investment in that space that there has to be a cool-off at some point

Based on current trajectory, I'd be forced to say at least 50% of business is AI-related.

I am a bit of an AI doomer myself, so take this with a grain of salt. But the question I ask myself is "is there infinite demand for intelligence? And I think the answer is yes. So, with that mindset, it naturally leads me to think that all economic activity will become AI-dominated.

I'm Nick Hansen, CEO of Luxor - AMA!

hashbender

Really tough question - Something has to give. We've seen just so much investment in that space that there has to be a cool-off at some point

Based on current trajectory, I'd be forced to say at least 50% of business is AI-related. 

I am a bit of an AI doomer myself, so take this with a grain of salt. But the question I ask myself is "is there infinite demand for intelligence? And I think the answer is yes. So, with that mindset, it naturally leads me to think that all economic activity will become AI-dominated.