Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

2 Trillion dollars in Capex to get code generators with hallucinations, that run at a loss, and you ask where is the Bubble?


> 2 Trillion dollars in Capex to get code generators with hallucinations

You assume that's the only use of it.

And are people not using these code generators?

Is this an issue with a lost generation that forgot what Capex is? We've moved from Capex to Opex and now the notion is lost, is it? You can hire an army of software developers but can't build hardware.

Is it better when everyone buys DeepSeek or a non-US version? Well then you don't need to spend Capex but you won't have revenue either.


Deepseek somehow didn't need $2T to happen.


Because you know how much they spent.

And that $2T you're referring to includes infrastructure like energy, data centers, servers and many things. DeepSeek rents from others. Someone is paying.


all that led up to Deepseek needed more. don't forget where it all comes from.


I think the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble.

If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI.


> the argument can be made that Deepseek is a state sponsored needle looking to pop another states bubble

Who says they don't make money? Same with open source software that offer a hosted version.

> If Deepseek is free it undermines the value of LLMs, so the value of these US companies is mainly speculation/FOMO over AGI

Freemium, open source and other models all exist. Does it undermine the value of e.g. Salesforce?


"Big Tech Needs $2 Trillion In AI Revenue By 2030 or They Wasted Their Capex" - https://www.wheresyoured.at/big-tech-2tr/




Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: