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Originally Posted by DoubleF
I've been feeling like there's a dotcom type bubble that will happen for AI. A bunch of players will fail, lots of investors will lose money and then the big players will obtain the IPs of the failed groups, consolidate and restructure to be even bigger... but "coincidentally" many of these players might be private and difficult to obtain ownership in.
Agree with you. But I think some of us are wondering about the applications such as kicking down doors in dangerous environments, recovery applications and maybe even combat applications. Others might not take interest until those types of robots are running around with strap ons.
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Most likely investors will start to wonder where there return is, and given the massive amounts of money it takes to keep the show running, they start to have trouble raising funds. A US recession would also trigger this. They can't just tread water, so any that are burning tens of billions a year without a backstop will quickly fail. Interesting to consider with the context of SpaceX buying Xai...
Companies like Google will be fine. Microsoft will pull back more. I'm not sure a lot of consolidation makes sense, because some of the biggest and best are part of bigger companies. And what would be the point of buying, other than perhaps patents? But with so much room to innovate right now, I don't see patents being overly valuable. The private companies will mostly collapse. It's not as field you can tread water in for two or three years, you need to have billions to burn.