My conspiracy theory: Sundar Pichai wants the bubble to pop because it will hurt OpenAI a lot more than it will hurt Google.
If the AI bubble pops, the winners will be Nvidia, Google, and Microsoft. All three have huge piles of cash and can withstand a hit to their stocks (in fact they can buy back shares at a discount price) and continue with their existing business models while also benefitting from…
Many people who use AI every day feel that OpenAI has often promoted the technology beyond what it can reliably deliver. Although it can be helpful for casual use, it still struggles with problems like hallucinations, which limit its reliability in professional environments.
interesting, it has occurred to me now that apple picked gemini to back siri not so much on technical grounds, but because they expect the bubble to pop and google to fair much better than the independent ai labs.
They are heavily invested in AI as well. But it will be devastating for OpenAI . Crazy theory but it maybe true. I think Apple is waiting for the AI bubble to burst as well.
Andy Jassy really wants the bubble to pop because it would hurt OpenAI and Google a lot more than it will hurt Amazon
The “AI bubble” won’t pop - because it isn’t a bubble. It’s a mislabelled transition. What Google, xAI, OpenAI and others are building is computational fabric: massive, expensive, energy-hungry linear engines optimized for throughput. What we’re building with HACS is something…
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100%. An AI bubble pop is excellent for everyone with tons of cash flow (Google, Microsoft, Apple, Meta).
It’s in all likely hood true. They have a good working foundation model and the surface area to put it in front of everyone easily.
that is a threat. they created the problem and they not gonna pay for it. I don't know why should I keep paying for a big tech
i agree. Google is a hedge to NVDA/AI boom. TPUs hedge to GPUs. If we see an AI slowdown - search moat intact.
In chess this would be an exchange sacrifice. It sounds plausible ngl
Google surely survives if the AI bubble pops. But the valuations of companies that are AI only? Not so much
Exactly. Sundar Pichai’s concern about a "bubble pop" is actually his opportunity. The Gemini 3.0 Weapon: $GOOG can afford to make the model free (or functionally free via integration). The Fallout on OpenAI: Zero Loyalty: Users flow instantly to the free, superior model.…
Surely, but wouldn't call that a conspiracy theory though. Rather a logical assessment
Openai will be a winner because the input prices for GPUs, data centers, and labor will go on discount. Openai will have no problem raising. Who it really hurts are all the metoo AI labs and startups that will get nuked.
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When the speculative money dries up, the companies renting compute (OpenAI/startups) face an existential crisis, while the companies owning the infrastructure (Google/Meta) simply absorb the market share.
Could be. But honestly, the “bubble” only hurts the players whose value relies on closed systems. Open, verifiable networks like LazAI don’t depend on hype they depend on transparency.
Honestly even if it does damage to openAI, the whole market will sink significantly
Yes and it would do so without him having to make a move that might hasten cannibalization of search.
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Calling specific parts of the AI market irrational is not the same as saying the entire market is a bubble.
Probably in their interest to let this run for a while. Get debt levels to rise, CDS to rise, create pressure and over-leverage. Slowly then quickly.
good theory. would be a great win for alphabet. openai seems on very thin ice lately but probably still too big to fail at this point.
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