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I think LLM skeptics come in a variety of styles. I am skeptical of the current amount of capital flowing into AI vs expected returns on that capital. I use AI regularly. Often for free. I'm not clear what the path to profitability looks like a d justification of valuations. That's why it has dotcom vibes, not because I don't believe in the technology. I don't believe in the snakes pedalling the valuations.


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