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A Chinese-language in-depth opinion piece exploring whether AI has truly created incremental value. Drawing on the recent sharp selloff in US equities (Intel down 28.6%, Google down 12.6%, Reddit down 29%) alongside rising hardware prices, collapsing token prices, and disappearing traffic, the author argues that AI is destroying value by making intelligence no longer scarce, and believes we are on the eve of an AI bubble bursting, with companies like ByteDance and Microsoft reinvesting nearly all of their profits into AI infrastructure.
The article speculates on future AI pricing after discounts disappear, arguing that as AI reaches human-expert quality, the real consideration becomes the value of users' time.
The article argues that demand for data will grow as better AI models increase the number of learnable tasks, requiring more complex data.
Chinese AI models are undercutting US models by up to 90% in price, causing a dramatic shift in market share and echoing historical subsidy strategies in global business.
The article discusses the paradox where AI's goal of mass adoption is challenged by rising hardware costs, potentially limiting accessibility due to supply chain constraints and inflation.
A discussion about the potential future of AI services becoming paid, with speculation on subscription models and advertising, similar to streaming platforms like Netflix.
Nvidia is raising prices for AI servers by 15% due to increased memory costs, shifting the supply bottleneck from GPUs to memory manufacturers like SK Hynix, Samsung, and Micron.
The article questions whether large companies' ability to consume more AI tokens gives them an unfair advantage over startups, potentially undermining human meritocracy in software development.