Mordikan

“It starts with people hold their governments and representatives accountable”.

That is basically a non-answer and doesn’t mean anything. The reality is AI is classified a national security priority and therefore has the US govt to prevent it from running out of money.

You could argue that the US has already lost the AI race to China, though. The race isn’t won by building the gigantic LLMs. It isn’t about 1 million token context windows or 1 trillion parameter models. It’s about sentiment. Deepseek and the other distilled models take a novel approach with MoE and strict use case training, but ultimately its the willingness of people/companies to use the AI that results in the win.

US adoption is still the highest world-wide, but China is starting to take the lead on that and have they have stronger willingness to use it.

AI isn’t anywhere close to being a pump and dump scheme as you speculate.

The reality is it would be closer to the dot com bubble (if anything at all). Most of the damage would be in physical infrastructure like datacenters which would be an asset write-off. However, there is tangible profitability in AI which we didn’t see in dot com. That would imply if the demand does not exist (which we know it does looking at DevOps, BI, etc) that should things go south, it would be a market correction and not a market collapse.

Again, the weak point and therefore the most hurt would be overvalued segments which is basically the datacenter infrastructure, but that doesn’t imply a collapse/pop only a downturn and correction.

There is so much AI hype and so much anti-AI hype, that I doubt it really will.

For the last 4 years, we have perpetually been 90 days from both the AI market crashing and AI stealing all our jobs at the same time.

My thought is the AI market won’t crash because especially in data engineering and devops there is an inherent worth. I think there will be a potential downturn in the volume of cash flowing into perhaps after the big players like OpenAI and Anthropic go to IPO, but the market itself will remain stable. Similar to how the housing bubble crash didn’t actually wipe out the housing market (with or without the US govt saving the big players - it still would have survived on its own even if those players did not).