The infra code is concerning today the least
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CDK is already pretty Lego block like especially internally where there is specific structure and ways to design and deploy it. You do your CDK wrong you get automatically bonked with tickets already so training a model on it probably isn’t all that hard compared to a lot of stuff. All the service code though…
Just audited for how much I am using AI and my capacity to “lead the charge for AI”
Layoffs coming end of the month.
We will see if I met the requirements I guess. This is so far from the company I started working at 16 years ago.
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I feel like AI psychosis is happening in so many different forms.
Like everyone’s deluding themselves into thinking there is no other path, and it would seem the people “pulling the levers” at these tech firms are just mad with all the money they think this will make them once they get rid of these pesky humans demanding fair compensation and benefits
Just an outsiders perspective of this madness. It really is kinda like watching an entire industry self immolate
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Yeah there were a bunch of layoffs in November of job roles that “could be ai automated” they did not plan for how ai would do the jobs, they did not tell other teams that depended or worked with those teams that they should plan for getting along without them, they did not create tools or resources for how to replace those jobs with ai. A team committed to supporting my team in 2026 and a week later the entire team was gone with zero notice.
Layoffs and “shrug guess ai will handle it”
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And I thought the auto industry was a mess, yeeesh
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There’s no way to make an AI as inefficient as the auto industry supply chain, so we’re safe for now.
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It’s investor and market pressure. AI isn’t making any revenue but it’s costing billions and until it makes something every major tech firm all in on the AI spend path have no choice but to double down and cut elsewhere to increase value or do sketchy stuff like change the depreciation of assets to linger do they can claim higher value and more revenue vs spend which is part of the whole EBITA scheme.
So layoffs and replacing jobs with AI are just par for the course in this directive until either profit is made or the bubble pops.
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Oh…
Oh no.
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If increasing profit margins counts as “making revenue” then AI is most definitely making revenue.
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Sorry I mean in respect to these large firms spending billions on AI like OpenAI, Amazon, google, Microsoft, etc. those companies are making revenue but the AI spend is not being offset by direct revenue from their LLMs at this time. The only commercially viable product out there is anthropic with Claude being sold as enterprise coding. All the Sora AI and llms and other junk aren’t profitable today. They are money pits and investors are starting to get concerned. Many businesses are making profit due to these platforms but the actual platforms themselves are experiencing a similar bubble to Cisco and others during the internet boom that’s going to eventually pop. Especially OpenAI who has promised large sums on infrastructure but is still not a profitable business. Billions of promised build outs and no revenue is going to turn into either federal backstops aka bailouts or a market crash. I’m honestly betting on bailouts at this point. Regardless I don’t think the bubble will pop this year. There’s enough momentum I honestly think we have a few more years of promising and squeezing before something gives.
Feel free to prove me wrong but on all accounts the AI race only needs one proper blueseek competitor that’s not from China but free to disrupt this house of cards
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TL;DR: They will never be profitable, they just want to thrive on the money of investors & rich clients for as long as they can. It’s a lawful pump and dump, and at the end of the day nobody is getting their money back.
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Don’t get me wrong google, Amazon and meta and such they all will exist even if a correction occurred. Microsoft still has revenue outside of the AI tools they have gone all in on. Just like Cisco during the internet crash didn’t disappear they are still the largest network switch provider in the world today. The folks that lose are those who’s 401k are invested in the S&P and see their retirement accounts drop by 20% overnight
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I suppose that raises the question, where is all that investor money actually going? I know the common consensus is they are burning it at the altar of AI but what does that actually mean? Is it all just being spent on the utility bills of these data centers and on the contractors to build them?
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Here’s the funny part for the mag 7 they are literally all lending each other money in a big money printing handoff between each other investing billions into each other Microsoft dumps a few million into open ai who throws money at palentir who throws money at nvidia and so on where does all that money come from? The common investor all our retirement accounts set to invest a bit of our paychecks every month into the market. My concern is eventually the cycle will end. There’s always a correction and the longer the term between corrections the harder it hits…
For now though big number go up. Buy buy buy. Hold diamond hands etc… I speak great ape too
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Don’t buy the dip it’s a rugpull!!!
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Training-centres. The high cost of hardware, electricity and maintenance are where the money will ultimately be spent. Unfortunately nobody is talking enough about how ridiculous the energy consumption of neural network training is at this scale. It almost certainly renders whatever functionality we get out of the end product (for a year at most before it becomes obsolesced by another neural network) is not making the massive upfront cost of training worth it. It’s a vacuum of money, electricity, and at the end we’ll be left with some toys and long-lasting economical and ecological damage, especially in small rural communities.
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Also there is the whole AWS pays nvidia, who signs a contract for AWS, who signs a contract with Microsoft, who signs a contract with nvidia, etc. billions of dollars spinning in a cyclone, looking like revenue from the outside, when in reality it’s an illusion that drives up stock value.
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Sounds like The Three Stooges to me.
“Here’s the $10 I owe you…”
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