Its hard for me to believe that companies have invested billions of dollars in data centers and LLM AI based on a theory that it evolves into AGI. I'm not discounting LLM AI's abilities, but big companies are in a frenzy and taking huge risks on this technology. They must know something about it that we don't.

It's not a theory, it's a commonly and widely accepted logical fallacy.

I'm an engineering guy. I know that LLMs basically produce maybe useful results when they feel like it. And I can extend that understanding from one LLM running on my local computer to hundreds of data centers. Most C suite executives didn't come up through engineering. Therefore they just don't know that it's really not real AGI.

I think across the investment economy most players, investors included, are under this fallacy.

I think the end game is this:

- Eventually the AI investment ecosystem will collapse through discovery (seeing that no real path to revenue growth exists.)

- AI startups will go bankrupt and the part of the stock market related to AI will dive south.

- AI data centers will be abandoned.

- LLMs are very useful for sifting data, correlating patterns, etc. Most data centers now being built will be repurposed for government surveillance purposes.

I think the AI bubble is basically creating infrastructure for surveillance, but that will happen after the investment boom is over and those assets sell for pennies on the dollar.