Where Artificial Intelligence Is Right Now

[Scandi Grind]

On October 15th I posted that the artificial companies were in dire straits. They do not make any money relative to their expenses and planned expenses.

Funny, me and my brother had been speculating about the lack of return on investment associated with AI for a while now. I wasn't sure if I was missing something, if the tech companies were smarter than me, or if they really could get people so addicted to AI that it could somehow pay for itself, but it just wasn't seeming likely to me. Seeing some of the numbers now and the fact that other people are noticing the same has me thinking we were probably on the right track at this point.

This actually seems like a somewhat good thing to me, because I think it will force people to realize that the AI juice hasn't really been worth the squeeze, and that it isn't probably a feasible replacement for people monetarily, but at the same time it comes with a problem. With tech companies betting so much money on a potentially lame horse, it could have unfortunate economic consequences if AI collapses. Me and my brother speculated that perhaps there is a middle ground between AI success and AI failure, one where these data centers become perhaps a marginally productive business investment, but not as grand as the AI advocates hoped, but at this point I am more inclined toward the likelyhood of an AI collapse. I imagine there would thereafter be a more cautious AI resurgence that will see the technologies continued growth, but a collapse of the current AI stampede may have to come first. It will be curious to see, and perhaps painful too, whichever way it turns out.

[Naperville]

On October 15th I posted that the artificial companies were in dire straits. They do not make any money relative to their expenses and planned expenses.

Funny, me and my brother had been speculating about the lack of return on investment associated with AI for a while now. I wasn't sure if I was missing something, if the tech companies were smarter than me, or if they really could get people so addicted to AI that it could somehow pay for itself, but it just wasn't seeming likely to me. Seeing some of the numbers now and the fact that other people are noticing the same has me thinking we were probably on the right track at this point.

This actually seems like a somewhat good thing to me, because I think it will force people to realize that the AI juice hasn't really been worth the squeeze, and that it isn't probably a feasible replacement for people monetarily, but at the same time it comes with a problem. With tech companies betting so much money on a potentially lame horse, it could have unfortunate economic consequences if AI collapses. Me and my brother speculated that perhaps there is a middle ground between AI success and AI failure, one where these data centers become perhaps a marginally productive business investment, but not as grand as the AI advocates hoped, but at this point I am more inclined toward the likelyhood of an AI collapse. I imagine there would thereafter be a more cautious AI resurgence that will see the technologies continued growth, but a collapse of the current AI stampede may have to come first. It will be curious to see, and perhaps painful too, whichever way it turns out.

Globally we need AI systems to succeed. I do not envision most of these systems being standalone systems for public use as they are right now because there are no funds for it.

My guess is that the bubble will pop in years to come (or sooner) and operating systems manufacturers of Microsoft will buy one, RedHat will buy one, Apple will buy one, Oracle might buy one, and there may be AI systems that offer services to different types of fields like auto manufacturers, general manufacturing, medical research, healthcare, space / outer space / aviation, ...there will be siloed systems but not for public use, but corporate use.

Apple is using Google AI for their systems right now. Microsoft uses OpenAI's ChatGPT.

I don't see a huge uptake in monthly reoccurring fees for access to ask questions to an AI system. Maybe a few will survive in that domain but I don't think so and the reason is that they need $100's of billions every year just for infrastructure maintenance.

They cannot find the funds now, so how they sell it will determine their staying power.

[Naperville]

Funny. I did not even look at NASDAQ and people are freaking out about AI.

https://nypost.com/2025/11/07/business/ ... ng-mounts/

[shunsui]

I think it's a scam. Get the stock prices down, buy up a ton of stock before the Government opens up again and the market booms. Easy money.
Never let a crisis go to waste.

Here's what Elon Musk thinks of the future of A.I.

[Naperville]

I think it's a scam. Get the stock prices down, buy up a ton of stock before the Government opens up again and the market booms. Easy money.
Never let a crisis go to waste.

Here's what Elon Musk thinks of the future of A.I.

The only opinion that I have on Musk is that there is little to no freedom on X. All that I did was to post in a China MFA thread that China likes to supply weapons to Russia to crush lil Ukraine and millions are dying. China's MFA account has agents working for them and they mass reported my post and within 24 hours I was suspended.

X is controlled by large groups with specific interests since Musk fired all of the employees. They mass report people, and BOOM, you're gone. There is nobody to help you reinstate your account.

As far as AI goes, Musk may be right about operating systems. But apps and forums silo function and topic. Function = video, image, search, sound or text. Youtube's function is to play videos. Google's main site has the function of search. People hanging out in these application silos will be hard to break.

[SpyderEdgeForever]

Naperville, hopefully AI can help bootstrap replicators.

Let's say a Universal Replicator that can use all 92 chemical elements and that can make food is too much for us.

No problemo.

Even if we are limited to a Stiff Covalent Hydrocarbon Replicator, as long as it can make duplicates of itself, and, make molecular and macroscale goods from carbon material, inexpensively, using carbon chemicals and electricity, under computer control, we still get our Molecular Manufacturing Revolution.
1 Dirt cheap solar cells we can obsessively cover everything with. Solar paint cheaper than newspaper.
2 Diamondoid that is stronger, tougher, elastic, rust proof, lighter and cheaper than steel. As cheap or cheaper than wood pulp.
3 Microscopic nano robot vein and artery cleaners, cancer virus bacteria parasite eaters, cell herders that let us remake our cells.
4 Nano mechanical Nano Electronic Computers.

5 You can then have a Nano Blob Body Guard. It functions like a robot dog. Any attacker that tries to get at you is engulfed in diamond strong polymer and disassembled into basic molecules.

[Naperville]

Naperville, hopefully AI can help bootstrap replicators.

Let's say a Universal Replicator that can use all 92 chemical elements and that can make food is too much for us.

No problemo.

Even if we are limited to a Stiff Covalent Hydrocarbon Replicator, as long as it can make duplicates of itself, and, make molecular and macroscale goods from carbon material, inexpensively, using carbon chemicals and electricity, under computer control, we still get our Molecular Manufacturing Revolution.
1 Dirt cheap solar cells we can obsessively cover everything with. Solar paint cheaper than newspaper.
2 Diamondoid that is stronger, tougher, elastic, rust proof, lighter and cheaper than steel. As cheap or cheaper than wood pulp.
3 Microscopic nano robot vein and artery cleaners, cancer virus bacteria parasite eaters, cell herders that let us remake our cells.
4 Nano mechanical Nano Electronic Computers.

5 You can then have a Nano Blob Body Guard. It functions like a robot dog. Any attacker that tries to get at you is engulfed in diamond strong polymer and disassembled into basic molecules.

As a cardiac patient, I need a microscopic nano robot vein and artery cleaner, but I'm not going first! Let somebody else try that out, in fact let them perfect it before I try it.

[Naperville]

AI data center developers and investors predict a huge power shortfall. Expect this bubble to pop soon.

https://uk.finance.yahoo.com/news/morga ... 07804.html

[Naperville]

Microsoft says there isn't enough power for the AI chips they already own.

I think AI is already on the rocks. If you own AI funds, buy CDs or something neutral to ride out the coming downward spiral this issue is sure to create.

https://www.zerohedge.com/markets/micro ... ya-nadella

[Mushroom]

The ai data centers will inevitably turn to nuclear power, more specifically small nuclear reactors. I'm not opposed to nuclear but I just think it's kind of their only option if they want to keep growing, let alone operating.

[Naperville]

I had to open a browser where I was not logged in to read Mushroom's comment.

True, nuclear is a solution but it may take until 2030 and they need the power today. Also, while Trump has fast tracked new advanced nuclear power systems, he will not be in office to see this through. As with all things, what one administration does, another cancels it. US hegemony hangs in the balance.

[SpyderEdgeForever]

That is why they want to use AI to develop nuclear fusion.

[shunsui]

Where is Enron and Gov Davis when you need them ?

It's about time they upgraded the electric grid.

[Naperville]

That is why they want to use AI to develop nuclear fusion.

That is a good idea. Most AI systems they have now cannot solve problems like nuclear fusion. Most of them are fed data like books, and then they massage the data fed in and spit it back out.

It could be a few years before they are powerful enough to solve this baffling problem.

[Naperville]

Where is Enron and Gov Davis when you need them ?

It's about time they upgraded the electric grid.

I don't know for how many years they have said that they were going to make the grid resistant to nuclear weapons and EMP. They are way behind. I read an article the other day that said they needed more than 35 new nuclear reactors. I'd like to know who is going to pay for all of this.

[SpyderEdgeForever]

Naperville and Jim, what do you say to the techno optimists who claim Super AI Robots plus Nano Replicators and Life Extension Machines based on molecular robots, and cheap fusion machines will guarantee that every human after those are created will live rich happy healthy lives, and all of these concerns about economy, social security, climate change, etc will vanish as humankind makes Earth into a Techno Eden for all?

[Naperville]

He’s Been Right About AI for 40 Years. Now He Thinks Everyone Is Wrong.

Yann LeCun invented many fundamental components of modern AI. Now he’s convinced most in his field have been led astray by the siren song of large language models.

https://archive.is/0gWo1

[Naperville]

Naperville and Jim, what do you say to the techno optimists who claim Super AI Robots plus Nano Replicators and Life Extension Machines based on molecular robots, and cheap fusion machines will guarantee that every human after those are created will live rich happy healthy lives, and all of these concerns about economy, social security, climate change, etc will vanish as humankind makes Earth into a Techno Eden for all?

Techno Eden might be dangerous.

There are no morals or ethics in Silicon Valley.

[Naperville]

Data centers are concentrated in these states. Here's what's happening to electricity prices!

https://www.cnbc.com/2025/11/14/data-ce ... ices-.html

[Naperville]

AI bubble may pop soon.

Japan’s SoftBank Group Corp., Peter Thiel, Warren Buffet dump NVIDIA.