Pavel @spavel.bsky.social · 09/07/2025Well, what happens is that the hype collapses. And there's nothing propping up the bubble except hype. First at the edges, as the companies directly providing services burn their runway. When they start to fold, the companies providing services to *those* companies start losing their customer base. 1222
Pavel @spavel.bsky.social · 09/07/2025Eventually, foundation model providers (Anthropic, OpenAI) raising prices will come back to bite them, in the form of their downstream consumers going out of business. They can keep the hype going for some time by claiming that "the models are getting better" but "better" doesn't help the math. 1150
Pavel @spavel.bsky.social · 09/07/2025Case in point: the slop coach ecosystem. Gullible fools are lining up to use Veo 3, because it costs them $0. But as with almost anything, there's more money to be made in teaching get-rich-quick schemes than to just apply the scheme yourself (because the scheme is a grift).gizmodo.comGoogle’s Veo 3 Is Spawning an Icky Wave of AI Slop CoachesThe only thing worse than making AI slop is arguably paying someone to teach you how to make it. 1120