Are the AI capabilities tapering-off, or commoditized? Building the next Windsurf (iteration 0) doesn't feel it's quite niche anymore.

I think the current valuations imply at least 2 magnitudes of improvement over existing functionality.

If by Documentary, you mean a new Silicon Valley sitcom, yes , all the ingredients are there: The AGI believers, the doomers, the "cure all diseases" people, the board drama, the money grabbers, the VC dance , the poaching, the lawsuits for copyrights ... there s a whole new universe of caricatures

I know David Fincher is jumping on his seat

Obviously these things are difficult to tell from the outside

Apparently somebody missed crypto mania between 2019-2022

AI has nothing in common with crypto other than it being hyped a lot. The better comparison is the dot-com bubble.

> AI has nothing in common with crypto other than it being hyped a lot.

Don’t forget all the GPUs. Nvidia always gets its cut.

How did I forget about the GPUs! I have made a grave mistake, please forgive me.

Well it's also being slammed into everything everywhere, its just more useful so it has even more places where it's being put

Gary-Marcus-eating-popcorn.gif

> if AI capabilities taper off

AI growth has slowed to a crawl, and it's priced it self out vs cost of compute.

NVIDIA feels a lot like SUN.

> amazing documentary

Been there, done that: 2001, Startup Dot Com https://www.youtube.com/watch?v=cP4PGjnZwJE