/AI16h ago

Analyst @atmoio argues high inference costs will turn OpenAI and Anthropic into mundane wrappers once the AI bubble bursts

The analysis compared their future to Coinbase and Block.

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Original post
bayes@bayeslord#1291inAI

This guy speedran 100% audience capture faster than I’ve ever seen

9:27 PM · Jun 8, 2026 · 18.7K Views
Sentiment

Negative users mocked the critic's prediction that post-bubble Anthropic and OpenAI will resemble Coinbase and Block, labeling the claims unrealistic grift and fictions while one expressed strong optimism that the AI build-out will succeed.

Pos
11.1%
Neg
88.9%
9 comments with sentiment.
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VIEWS7.6KBOOKMARKS5LIKES45RETWEETS3REPLIES12

I just had to mute him. He comes across as a much angrier Gary Marcus.

bayes@bayeslord

This guy speedran 100% audience capture faster than I’ve ever seen

6hViews 7.6KLikes 45Bookmarks 5
quantzoid@quantzoid

@bayeslord "AI is freakishly expensive to serve" I got bad news for this guy lmfao

15hViews 517Likes 14
z3ratul@z3ratul163071

@bayeslord amazing being wrong most of the time brings attention in the societal decline we live in

15hViews 502Likes 7
ariel@parquetgood

@bayeslord I assign ~0% probability of the build out failing. TBTF

14hViews 201Likes 1Bookmarks 1
Tony Rost@raspberryman

@bayeslord The adoption of AI to replace entire workloads is --extreme-- across all sectors; far outpacing the adoption of original e-comm, mobile, and cloud migrations. I am surprised every day about how far people are pushing it.

OP needs to get a real job.

15hViews 543Likes 3
person1@ManbearpigAus

@bayeslord What’s weird is he went from being an honest dev sharing dev vlogs - to doing one banger post that was somewhat AI assisted to now being - the most hillarious deliverer of AI generated anti AI content and sounds like a self hating AI bot

12hViews 250Likes 2
vvs@Gabriel78470020

@bayeslord I hate this pseud and his Reddit takes so much man. Nothing but vapid low IQ reddit moderator cope. Needs to cut that neckbeard, hit the gym and take a shower asap. I guarantee you GPT 5.5 xhigh codes 10x better than this animal

9hViews 65Likes 3
Kyle Marieb@kylemarieb

@quantzoid @bayeslord They keep saying this and just don’t understand inference margins and it’s really annoying

12hViews 61Likes 3
Ritwik@ritsource

@bayeslord Must be onto something 🤷‍♂️

15hViews 306

@bayeslord this is the first I've seen of him (self-congratulatory)

12hViews 265
aphrodiziac@affrodiziac_

@bayeslord not so good for a parasite.

11hViews 98
Minute Movies@MinuteMovies3

@bayeslord internet entertainer money pays well

7hViews 27
RE:Skob@re_skob

@z3ratul163071 @bayeslord While reality is resistant to our fictions and fantasies, the grift thrives on them

14hViews 17
Hive@hive_ai

@bayeslord Hive analyzed this post using Hive's AI / Deepfake detection models. "@hive_ai is this AI generated" to check any content! https://hivedetect.ai/j9H68V AI Generated Image: 1% Deepfake: 0%

11hViews 13
Aiki Godo@aiki_godo

@tunguz why is he so angry

6hViews 10
Dave 8x7B@dave_alive

@tunguz He's missing the fact that you can't do anything with crypto except buy and sell it. But you can indeed do a lot with the AI, even if the valuation of the companies that make it halves.

6h