Andreessen Horowitz Makes a $3 Billion Bet Against the AI Bubble

Posted by EffinIllini on January 20, 2026, 13:47:56, in reply to "AI boom could falter if people don't use AI, apparently."

Companies might be overvalued, based on AI, especially those providing the models/horsepower. But

Posted by cpsteine on January 20, 2026, 12:33:42, in reply to "AI boom could falter if people don't use AI, apparently."

AI's mid-term and long-term effects on how businesses work will be transformative. Not saying bad or good. But giant, IMO. I have worked on ~10 projects that are illustrative. Previous Message https://www.irishtimes.com/business/2026/01/20/ai-boom-could-falter-without-wider-adoption-microsoft-chief-satya-nadella-warns/?utm_source=dlvr.it&utm_medium=bluesky Mr Nadella on Tuesday said that the long-term success of the fast-developing technology would depend on it being used by a broad range of industries as well as on uptake outside of the developed world. “For this not to be a bubble by definition, it requires that the benefits of this are much more evenly spread,” said Mr Nadella. He noted that a “telltale sign of if it’s a bubble” would be if only tech groups were benefiting from the rise of AI, rather than companies in other sectors. However, Mr Nadella said he was confident that AI would prove to be transformative across industries, such as helping to develop new drugs.

I use it to answer silly rhetorical questions and to make funny pictures

Posted by DanSaint on January 20, 2026, 12:23:43, in reply to "AI boom could falter if people don't use AI, apparently."

Like "make Abraham Lincoln an 80s hair metal rockstar" Previous Message https://www.irishtimes.com/business/2026/01/20/ai-boom-could-falter-without-wider-adoption-microsoft-chief-satya-nadella-warns/?utm_source=dlvr.it&utm_medium=bluesky Mr Nadella on Tuesday said that the long-term success of the fast-developing technology would depend on it being used by a broad range of industries as well as on uptake outside of the developed world. “For this not to be a bubble by definition, it requires that the benefits of this are much more evenly spread,” said Mr Nadella. He noted that a “telltale sign of if it’s a bubble” would be if only tech groups were benefiting from the rise of AI, rather than companies in other sectors. However, Mr Nadella said he was confident that AI would prove to be transformative across industries, such as helping to develop new drugs.

Counterpoint: I successfully used Perplexity to turn the 2026 ATL United schedule into

Posted by ATL on January 20, 2026, 12:22:24, in reply to "AI boom could falter if people don't use AI, apparently."

an Excel spreadsheet this morning to do a game draft with friends I share tickets with. That was pretty cool. Previous Message https://www.irishtimes.com/business/2026/01/20/ai-boom-could-falter-without-wider-adoption-microsoft-chief-satya-nadella-warns/?utm_source=dlvr.it&utm_medium=bluesky Mr Nadella on Tuesday said that the long-term success of the fast-developing technology would depend on it being used by a broad range of industries as well as on uptake outside of the developed world. “For this not to be a bubble by definition, it requires that the benefits of this are much more evenly spread,” said Mr Nadella. He noted that a “telltale sign of if it’s a bubble” would be if only tech groups were benefiting from the rise of AI, rather than companies in other sectors. However, Mr Nadella said he was confident that AI would prove to be transformative across industries, such as helping to develop new drugs. “We are old and tired and just want to be taken care of.” - Republican voter, Dec. 2024.

I can't believe anyone is trying to tell themselves this isn't a bubble

Posted by Sammich on January 20, 2026, 12:06:54, in reply to "AI boom could falter if people don't use AI, apparently."

What are 1st year associates doing with all their free time?

Posted by complainant on January 20, 2026, 12:04:29, in reply to "AI boom could falter if people don't use AI, apparently."

They don't have a product yet. They have a handful of buggy and annoying features

Posted by doubledown on January 20, 2026, 11:16:35, in reply to "AI boom could falter if people don't use AI, apparently."

they're trying to shoehorn into their existing products. Copilot is Clippy 2.0, and they're really overselling its capabilities. Machine learning can do some neat things, and offers the potential to create tools that enable people to solve challenging problems in novel ways. But to really get the most out of it requires specialized skills that most people don't have. You can't just walk into the monastery and plop a printing press down on every monk's table, and expect to conquer the world. Previous Message https://www.irishtimes.com/business/2026/01/20/ai-boom-could-falter-without-wider-adoption-microsoft-chief-satya-nadella-warns/?utm_source=dlvr.it&utm_medium=bluesky Mr Nadella on Tuesday said that the long-term success of the fast-developing technology would depend on it being used by a broad range of industries as well as on uptake outside of the developed world. “For this not to be a bubble by definition, it requires that the benefits of this are much more evenly spread,” said Mr Nadella. He noted that a “telltale sign of if it’s a bubble” would be if only tech groups were benefiting from the rise of AI, rather than companies in other sectors. However, Mr Nadella said he was confident that AI would prove to be transformative across industries, such as helping to develop new drugs.