Reposted by @roiust.bsky.social
Newsletter: This is the Hater's Guide To The AI Bubble: genAI is nothing like Uber or Amazon Web Services, there are no profitable genAI companies, agents do not and cannot exist, there is no AI SaaS story, and everything rides - and dies - on selling GPUs.
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The Hater's Guide To The AI Bubble
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![The aide said that guys like me were 'in what we call the reality-based community,' which he defined as people who 'believe that solutions emerge from your judicious study of discernible reality.' [...] 'That's not the way the world really works anymore,' he continued. 'We're an empire now, and when we act, we create our own reality. And while you're studying that reality—judiciously, as you will—we'll act again, creating other new realities, which you can study too, and that's how things will sort out. We're history's actors...and you, all of you, will be left to just study what we do'.](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:4vhu6pap5wzanbuzg6gjmytk/bafkreichcjsqmdhoo52vlvrm7c6byriyzdi67tee5msnkjo2j23q5kx7sq)
