The bubble will burst when all this agentic AI slop fails to deliver. Might take a while yet, because generative models are very good at aping competence and it's therefore easy to produce compelling demos.
"the market will stay irrational longer than you can stay solvent"
He's a clever man, and maybe the bubble will burst, and when it does there will inevitably be some hugely profitable short positions held by a new generation of Michael Burrys who will lose capital and reputation taking a premature short position on the subsequent major bubble.
The bubble will burst when all this agentic AI slop fails to deliver. Might take a while yet, because generative models are very good at aping competence and it's therefore easy to produce compelling demos.
"the market will stay irrational longer than you can stay solvent"
He's a clever man, and maybe the bubble will burst, and when it does there will inevitably be some hugely profitable short positions held by a new generation of Michael Burrys who will lose capital and reputation taking a premature short position on the subsequent major bubble.
[dupe] https://news.ycombinator.com/item?id=45813734