Financial AI bubble [LWN.net]

Financial AI bubble

Posted Oct 20, 2025 13:09 UTC (Mon) by khim (subscriber, #9252)
In reply to: Financial AI bubble by laurent.pinchart
Parent article: Large language models for patch review

> I'm less familiar with the Microsoft world, I'll let someone else provide examples.

How is fate of Windows Mobile any different from ChromsOS?

But note that in all these examples products had one “fatal flaw” — they weren't even close to be market leaders in a particular segment.

That, essentially, means that we don't know which AI provider would survive, but at least one of them would.

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Posted Oct 20, 2025 20:33 UTC (Mon) by Wol (subscriber, #4433) [Link] (2 responses)

> That, essentially, means that we don't know which AI provider would survive, but at least one of them would.

You're assuming there is a viable market segment to be leader of ...

Cheers,
Wol

Posted Oct 20, 2025 20:38 UTC (Mon) by khim (subscriber, #9252) [Link] (1 responses)

There are absolutely is a viable market segment: selling data (presumably aggregated data) that users share with AI companies to advertisers.

It's more than enough to support something like GPT-3. And GPT-3 is enough to attract a lot of people who would be willing to share that data.

Whether such AI would be sophisticated enough to review kernel patches is an interesting question, of course.

Posted Oct 20, 2025 21:22 UTC (Mon) by pizza (subscriber, #46) [Link]

> There are absolutely is a viable market segment: selling data (presumably aggregated data) that users share with AI companies to advertisers.

"viable" meaning "can turn a profit"

Which, AFAICT, has yet to be demonstrated.