The AI demand bubble: separating real spend from engineered hype
A sharp critique of the AI demand narrative argues the usage numbers are driven by free credits, enterprise pilots, and circular investment—not organic, paying demand.
1 h ago 3 3
« I love LLMs, I hate hype » - geohot reminds the only rule that remains
Separate what models actually do from what is attributed to them. Discipline is lacking more than compute power.
Jul 13, 2026 at 02:20 33 8