There is real risk that the hype cycle around LLMs will smother other research in the cradle when the bubble pops.
The hyperscalers are dumping tens of billions of dollars into infrastructure investment every single quarter right now on the promise of LLMs. If LLMs don’t turn into something with a tangible ROI, the term AI will become every bit as radioactive to investors in the future as it is lucrative right now.
Viable paths of research will become much harder to fund if investors get burned because the business model they’re funding right now doesn’t solidify beyond “trust us bro.”
There is real risk that the hype cycle around LLMs will smother other research in the cradle when the bubble pops.
The hyperscalers are dumping tens of billions of dollars into infrastructure investment every single quarter right now on the promise of LLMs. If LLMs don’t turn into something with a tangible ROI, the term AI will become every bit as radioactive to investors in the future as it is lucrative right now.
Viable paths of research will become much harder to fund if investors get burned because the business model they’re funding right now doesn’t solidify beyond “trust us bro.”