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Building without AI in mind is a clearly avoidable mistake. AI is not a bubble; it's the foundation of tomorrow’s infrastructure.

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Peter H. Diamandis, MD

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20,869 просмотров • 1 год назад •via X (Twitter)

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Linus's views on AI: - “AI is clearly a bubble, but it will change how most skilled jobs get done.” - “Vibe coding is great for getting into programming, but it's a horrible thing to maintain.” - “I'm a huge believer in AI. I'm not a huge believer in the things around AI. I find the market and marketing to be sick. There is going to be a crash.”
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Linus's views on AI: - “AI is clearly a bubble, but it will change how most skilled jobs get done.” - “Vibe coding is great for getting into programming, but it's a horrible thing to maintain.” - “I'm a huge believer in AI. I'm not a huge believer in the things around AI. I find the market and marketing to be sick. There is going to be a crash.”

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Proof AI is NOT a bubble
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Proof AI is NOT a bubble

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The UAE 🇦🇪 is building 5 Gigawatts of AI campus (a single largest infrastructure in the history of the UAE in middle of the desert 🏜️ !!
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The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:
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The AI bubble argument has the causality backwards. Cerebras CEO Andrew Feldman was in the 1990s fiber optic wave. He knows what a bubble looks like. In fiber, supply was built ahead of demand - companies bet on a future that hadn't arrived. AI infrastructure is the opposite: data centers can't be built fast enough to meet demand that is already here. Cerebras has $25B in backlog. NVIDIA has a backlog. AMD has a backlog. That is not a bubble. That is a queue. If you are short AI infrastructure on bubble thesis, Feldman's framing is the counter-argument you need to engage with. Feldman's full structural argument - including the fiber optic and railroad comparisons:

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Terence Tao: AI is creating a “traffic jam” in math If AI generates more proofs than humans can verify, science needs new infrastructure. SAIR competitions build that infrastructure by surfacing high-quality results, so the best work is not lost in a flood of AI-generated math.

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We need a bubble so there is enough capital to build out the AI infrastructure needed for the next few decades. It just doesn't seem like we are in a bubble yet.
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We need a bubble so there is enough capital to build out the AI infrastructure needed for the next few decades. It just doesn't seem like we are in a bubble yet.

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Clearly there is a bit of a conflict of interest when the only people who can really assess the safety of AI systems are the companies building them

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