Benefits: Software companies will get back to that feature request board and stop just duck taping AI to everything with little tangible benefit to end users.
asdff · 29m ago
Weird how people are saying bubble now and not when there was a far larger selloff between feb-april this year.
strange_quark · 22m ago
People were definitely saying bubble earlier this year, but I think the market could excuse the selloff by attributing it to DeepSeek and "Liberation Day"; the AI hype machine was still in overdrive. For some reason the market has decided not to care about tariffs anymore, but GPT-5 being mid has really put the kabosh on the whole AGI schtick.
nomel · 7m ago
> but GPT-5 being mid has really put the kabosh on the whole AGI schtick.
I don't think any significant conclusion, for the future of AI/possibility of AGI, should be made by looking at a single model/company.
s1mplicissimus · 22m ago
I said bubble since gpt4 was hyped like the invention of bread, but I guess I'm not important enough
The unpredictable thing about bubbles is that you never know when it is gonna pop or the irrationality of the masses, until then it is a hot potato game.
s1mplicissimus · 21m ago
which makes it really annoying in the sense that I cannot simply short the company, because I don't know when their pants will drop :/
AIPedant · 47m ago
This is true - the most compelling evidence we are in a bubble is not the content of this story (maybe it's just a day in the markets) but the triviality of the cause for hand-wringing. A somewhat disappointing product release from a single company should not strike investor dread across the entire sector. The tenor of the conversation changed dramatically over the weekend because bubbles are very thin and pop quickly.
That said, "GPT-5 will not be any better than competitors' products, demonstrating OpenAI was bluffing about AGI and destroying investor exuberance" was a very specific prediction made by (for example) Gary Marcus.
supportengineer · 47m ago
ABS
Always Be Selling
nomel · 17m ago
Is this driven by AI bubble fear, or of an awareness that compute needs are finally being met, after an insanely rapid ramp?
I don't think any significant conclusion, for the future of AI/possibility of AGI, should be made by looking at a single model/company.
That said, "GPT-5 will not be any better than competitors' products, demonstrating OpenAI was bluffing about AGI and destroying investor exuberance" was a very specific prediction made by (for example) Gary Marcus.
Always Be Selling