Bonum Certa Men Certa

They Say That People Are Afraid of or Worried About "Hey Hi", But the Worriers Should be the Fools Who Invested in It

posted by Roy Schestowitz on Sep 10, 2025,
updated Sep 10, 2025

We took GPUs; We rebranded them or the latest passing fad

Related:

Ouroboros analogies are gaining much-deserved momentum. Andy said that in his blog, we too mentioned that a few times (see above), and the general idea was expressed in The Register MS in relation to Google (even if Microsoft does the same thing).

Put in simple terms, LLMs are digesting their own output (i.e. worthless, unverified junk), reinforcing their own mistakes. This means that over time LLMs will get worse, not just because they reached a "roof" (in terms of performance, not cost; they get more expensive to run) but also because the userbase seems to be decreasing.

People and businesses are "moving on".

We keep saying that this too shall pass; we're also seeing alarmist pieces about how slop will "end humanity" or constitutes an "arms race". We can laugh that off, but many people believe the hype because plenty of media gets bribed to keep propping up this mindless up. Some people are scared by the "replaced by hey hi" canard.

At the end of the day nobody should worry more than those who invested their money in this bubble. As Cory Doctorow explained two years ago, "[o]f course AI is a bubble. It has all the hallmarks of a classic tech bubble. Pick up a rental car at SFO and drive in either direction on the 101 – north to San Francisco, south to Palo Alto – and every single billboard is advertising some kind of AI company. Every business plan has the word “AI” in it, even if the business itself has no AI in it. Even as two major, terrifying wars rage around the world, every newspaper has an above-the-fold AI headline and half the stories on Google News as I write this are about AI. I’ve had to make rule for my events: The first person to mention AI owes everyone else a drink. It’s a bubble. Tech bubbles come in two varieties: The ones that leave something behind, and the ones that leave nothing behind. Sometimes, it can be hard to guess what kind of bubble you’re living through until it pops and you find out the hard way." It's a decent article "about LLMs being a bubble which will leave nothing once they finally pop," an associate notes, bearing in mind this was already said 2 years ago (and yes, we're seeing the hallmark of a bubble and even LLM pushers finally admit that in public). █

Related: NVidia is a Bubble

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