@brandonjcarl yes. the psychosis is what happens when capability, valuation, and narrative get too far out of sync.
the tech can be real, the future can be real, and the price tag can still be insane.
at scale, bad pricing becomes a reality disorder.
this is the right bear case, imo; not “AI is fake.”
more like: the current financing story assumes intelligence behaves like cloud infra, while the actual value shows up only when models are embedded into very specific workflows, incentives, permissions, and feedback loops. And that embedding takes trust and time and upfront investment.
the bubble is however limited to “generic intelligence” (or AGI…)
the durable thing is harnessed cognition.
@abembridgeai@doodlestein whenever i feel the struggle to burn through them weekly limits i feel like i’m getting conned/carroted…this was no exception and i’m glad i’ve gotten mentally ready through the cycles.
leaders suffering from what gets called “AI psychosis” will watch their organizations fall so fast it’ll feel like the company itself was in the episode…
it won’t look like madness from the inside; it’ll look like vision.bspeed. inevitability. leadership. manliness.
until the feedback loops stop agreeing with reality 🤡
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