I think they’ll shrink by half over a few years and revert back to the consumer market by repackaging all the hardware they couldn’t get the power and data centres built for. They’ll probably make a bunch of AI gadgets, then move on to the next thing.
AI is just the NFT version of the GFR, again, in 2026 and much worse. No one will be hype farming it after this crash. All the larping “AI bro” channels will go. Influencers sitting on the beach with their laptops, shilling how it makes them $100,000 a month while they sleep. Those people will go… What I suspect will remain of the industry is a completely niche sector for specialised applications in schools, hospitals, higher education, and film & sound design; it can reduce some of the burden at work if implemented well. But most of the public will remain staunchly opposed to a subscription-based life where AI drives every IoT device in their home or vehicle and generates sloppy, hallucinated content that doesn’t help them but harms them.
NOTE: In a survey, over 60% of Microsoft users say they actively seek ways to bypass online account processes for local accounts and encourage others to do the same. If you can’t sell the idea of mandatory sign-in just for syncing desktops because everyone understands why a PC is exactly that “a Personal Machine”, everything is supposed to stay & run locally if it is indeed “YOUR COMPUTER”… I don’t see the big 5 generating the revenue through online subscriptions to get them out of that debt spiral; local open-source AI models and cheaper hardware are the only way I see plausible mass adoption happening.
I’m not sure why I’d be installing actual Discord on Linux; I’m sure there should be an open-source fork somewhere that’s less resource-hungry and less intrusive to the system… Just saying.
Precisely, Stoat or fluxer
I don’t see it happening; Copilot was a failed proof of concept that crippled the Windows ecosystem and permanently tarnished Microslop’s reputation as the premier operating-system developer; the Linux community doesn’t openly embrace AI much at all, and gamers couldn’t care less about it… All the LLM services have been running at a consistent loss/debt, and CoreWeave is propped up by the only 2 companies that couldn’t even successfully launch a finished product. They need to cut their losses and pack it in; call it a day!
I think demand is coming only from a small group of people, though; it’s definitely not the rest of the S&P 500, since they’re going bankrupt from it! lol