𝙒𝙝𝙖𝙩 𝙝𝙖𝙥𝙥𝙚𝙣𝙨 𝙞𝙛 𝙩𝙝𝙚 𝙂𝙚𝙣𝘼𝙄 𝙗𝙪𝙗𝙗𝙡𝙚 𝙘𝙤𝙡𝙡𝙖𝙥𝙨𝙚𝙨?
[Sequel to tweet below that 1 million people viewed]
• AI startups will face 𝗮 𝗺𝘂𝗰𝗵 𝘁𝗼𝘂𝗴𝗵𝗲𝗿 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗰𝗹𝗶𝗺𝗮𝘁𝗲. Many will fold, others will be acquired.
• Investors will 𝗹𝗼𝘀𝗲 𝗮 𝗹𝗼𝘁 𝗼𝗳 𝗺𝗼𝗻𝗲𝘆. Some pension funds will take a hit.
• 𝗠𝗦𝗙𝗧 𝘄𝗶𝗹𝗹 𝗱𝗿𝗼𝗽. Perhaps NVidia as well, as chip demand declines.
• 𝗔𝗜 𝘄𝗼𝗻’𝘁 𝗱𝗶𝘀𝗮𝗽𝗽𝗲𝗮𝗿. You will still have GPS in your car, Google Search, and a bunch of chatbots you can play with. Meta will keep giving trained LLMs away for free.
• Coders will still use it, but 𝘁𝗵𝗲 𝗽𝘂𝗯𝗹𝗶𝗰 𝘄𝗶𝗹𝗹 𝗹𝗼𝘀𝗲 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁, 𝗮𝗻𝗱 𝘀𝗼 𝘄𝗶𝗹𝗹 𝗺𝗮𝗻𝘆 𝗰𝗼𝗿𝗽𝗼𝗿𝗮𝘁𝗲 𝗰𝗹𝗶𝗲𝗻𝘁𝘀.
• Grifters will 𝗺𝗼𝘃𝗲 𝗼𝗻 𝘁𝗼 𝗼𝘁𝗵𝗲𝗿 𝘁𝗵𝗶𝗻𝗴𝘀.
• You will 𝘀𝘁𝗼𝗽 𝗵𝗲𝗮𝗿𝗶𝗻𝗴 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜 𝗲𝘃𝗲𝗿𝘆 𝘀𝗶𝗻𝗴𝗹𝗲 𝗱𝗮𝘆.
• 𝗕𝗮𝗱 𝗮𝗰𝘁𝗼𝗿𝘀 𝘄𝗶𝗹𝗹 𝗸𝗲𝗲𝗽 𝘂𝘀𝗶𝗻𝗴 𝗟𝗟𝗠𝘀 𝘁𝗼 𝗰𝗿𝗲𝗮𝘁𝗲 𝗺𝗶𝘀𝗶𝗻𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗽𝗵𝗶𝘀𝗵 𝗰𝗿𝗲𝗱𝗲𝗻𝘁𝗶𝗮𝗹𝘀. 𝗗𝗲𝗲𝗽𝗳𝗮𝗸𝗲𝘀 𝗮𝗿𝗲𝗻’𝘁 𝗴𝗼𝗶𝗻𝗴 𝗮𝗻𝘆𝘄𝗵𝗲𝗿𝗲. The need for AI regulation will remain urgent.
• The field of AI research will go on, but 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝘃𝗲 𝗔𝗜 𝘄𝗶𝗹𝗹 𝗺𝗼𝘃𝗲 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗳𝗼𝗿𝗲𝗴𝗿𝗼𝘂𝗻𝗱 𝘁𝗼 𝘁𝗵𝗲 𝗯𝗮𝗰𝗸𝗴𝗿𝗼𝘂𝗻𝗱, as better approaches are eventually invented.
• AGI will eventually come, but certainly 𝗻𝗼𝘁 𝘁𝗵𝗶𝘀 𝗱𝗲𝗰𝗮𝗱𝗲.
I just wrote a great piece for WIRED predicting that the AI bubble will in collapse in 2025, and now I wish I hadn’t.
Clearly, I got the year wrong. It’s going to be days or weeks from now, not months.