When it pops, will the current pervasive LLM and Gen’AI’ slop dry up as their companies go under? Will LLM and agentic chatbots be removed from all the apps that have been shoehorning them into everything? Or will just some companies go under, some stocks lose value and people’s 401ks are hollowed out
I think the reason all the AI companies want intelligence & defense contracts is a) they can claim they’re essential, and should get preferential bailouts, and b) surveillance/intelligence is basically an infinite market for the excess capacity they’ll be left with after the crash.