frontpage.
newsnewestaskshowjobs

Made with ♥ by @iamnishanth

Open Source @Github

fp.

Open in hackernews

Is it a bubble?

https://www.oaktreecapital.com/insights/memo/is-it-a-bubble
44•saigrandhi•1h ago

Comments

mxschumacher•56m ago
Originally submitted here: https://news.ycombinator.com/item?id=46212259
MeteorMarc•51m ago
Look for the quote "coding is at a world class level"...
rvz•49m ago
TLDR:

Yes.

threethirtytwo•47m ago
Ai is currently a bubble. But that is just a short term phenomenon. Ultimately what AI currently is and what the trend-line that indicates what AI will become will change the economy in ways that will dwarf the current bubble.

But this is only if the trend-line keeps going, which is a likely possibility given the last couple of years.

I think people are making the mistake that AI is a bubble and therefore AI is completely bullshit. Remember: The internet was a bubble. It ended up changing world.

jbstack•43m ago
Yes, a bubble just means that it's over-valued and that at some point there will be a significant correction in stock values. It doesn't mean that the thing is inherently worthless.
sosborn•33m ago
A great example is the DotCom bubble. Wiped out a lot of capital but it really did transform the world.
jonwinstanley•14m ago
But also, a lot of the dot com companies that people invested in in 1999 went bust, meaning those specific investments went to zero even if the web as a whole was a huge success financially.
catigula•47m ago
>I find the resulting outlook for employment terrifying. I am enormously concerned about what will happen to the people whose jobs AI renders unnecessary, or who can’t find jobs because of it. The optimists argue that “new jobs have always materialized after past technological advances.” I hope that’ll hold true in the case of AI, but hope isn’t much to hang one’s hat on, and I have trouble figuring out where those jobs will come from. Of course, I’m not much of a futurist or a financial optimist, and that’s why it’s a good thing I shifted from equities to bonds in 1978.

It's no wonder that the "AI optimists", unless very tendentious, try to focus more on "not needing to work because you'll get free stuff" rather than "you'll be able to exchange your labor for goods".

sp4cec0wb0y•45m ago
> In many advanced software teams, developers no longer write the code; they type in what they want, and AI systems generate the code for them.

What a wild and speculative claim. Is there any source for this information?

loloquwowndueo•44m ago
Probably their googly-eyed vibe coder friend told them this and they just parroted it.
RajT88•22m ago
Right. The author is non-technical and said so up front.
interstice•27m ago
If true I’d like to know who is doing this so I can have exactly nothing to do with them.
rprend•21m ago
AI writes most of the code for most new YC companies, as of this year.
brazukadev•12m ago
That explains the low quality of all launch HN this year
block_dagger•11m ago
I'm on a team like this currently. It's great when everyone knows how to use the tools and spot/kill slop and bad context. Generally speaking, good code gets merged and MUCH more quickly than in the past.
whoknowsidont•8m ago
It's not. And if your team is doing this you're not "advanced."

Lots of people are outing themselves these days about the complexity of their jobs, or lack thereof.

Which is great! But it's not a +1 for AI, it's a -1 for them.

sethammons•5m ago
At $WORK, we have a bot that integrates with Slack that sets up minor PRs. Adjusting tf, updating endpoints, adding simple handlers. It does pretty well.

Also in a case of just prose to code, Claude wrote up a concurrent data migration utility in Go. When I reviewed it, it wasn't managing goroutines or waitgroups well, and the whole thing was a buggy mess and could not be gracefully killed. I would have written it faster by hand, no doubt. I think I know more now and the calculus may be shifting on my AI usage. However, the following day, my colleague needed a nearly identical temporary tool. A 45 minute session with Claude of "copy this thing but do this other stuff" easily saved them 6-8 hours of work. And again, that was just talking with Claude.

I am doing a hybrid approach really. I write much of my scaffolding, I write example code, I modify quick things the ai made to be more like I want, I set up guard rails and some tests then have the ai go to town. Results are mixed but trending up still.

dismalaf•40m ago
Of course it's a bubble. Valuations are propped up by speculative spending and AI seems unable to make enough profit to make back the continued spending.

Now, that's not to say AI isn't useful and we won't have AGI in the future. But this feels alot like the AI winter. Valuations will crash, a bunch of players will disappear, but we'll keep using the tech for boring things and eventually we'll have another breakthrough.

b3ing•40m ago
Everyday someone says/asks this statement/question. The "(Is) AI (is) a bubble" statement/question is now a bubble.
bossyTeacher•37m ago
"Coding performed by AI is at a world-class level". Once I hit that line, I stopped reading. This tells me this person didn't do proper research on this matter.
bossyTeacher•31m ago
The problem is that people conflate the current wave of transformer based ANNs with AI (as a whole). AI certainly has the potential to disrupt employment of humans. Transformers as they exist today not so much.

AI's potential isn't defined by the potential of the current crop of transformers. However, many people seem to think otherwise and this will be incredibly damaging for AI as a whole once transformer tech investment all but dries out.

MarkusQ•5m ago
It's a recurring phenomena, c.f. "AI winter" and the cycle before and after.

We're too easily fooled by our mistaken models of the problem, it's difficulty, and what constitutes progress, so are perpetually fooled by the latest, greatest "ladder to the moon" effort.

dpe82•17m ago
A take I saw recently is: if people are still asking "are we in a bubble" then we are not yet in a bubble.
josefritzishere•12m ago
This is one of the few times I think Betteridge's law is wrong.
MarkusQ•9m ago
Yep. But be careful, somebody doesn't like when you say that.

https://news.ycombinator.com/context?id=46136301

Size of Life

https://neal.fun/size-of-life/
540•eatonphil•3h ago•87 comments

DeepSeek uses banned Nvidia chips for AI model, report says

https://finance.yahoo.com/news/china-deepseek-uses-banned-nvidia-131207746.html
176•goodway•2h ago•133 comments

Australia begins enforcing world-first teen social media ban

https://www.reuters.com/legal/litigation/australia-social-media-ban-takes-effect-world-first-2025...
136•chirau•1d ago•245 comments

Auto-grading decade-old Hacker News discussions with hindsight

https://karpathy.bearblog.dev/auto-grade-hn/
70•__rito__•1h ago•32 comments

Qwen3-Omni-Flash-2025-12-01:a next-generation native multimodal large model

https://qwen.ai/blog?id=qwen3-omni-flash-20251201
104•pretext•2h ago•41 comments

Why the Sanitizer API is just `setHTML()`

https://frederikbraun.de/why-sethtml.html
63•birdculture•1d ago•28 comments

Gundam is just the same as Jane Austen but happens to include giant mech suits

https://eli.li/gundam-is-just-the-same-as-jane-austen-but-happens-to-include-giant-mech-suits
40•surprisetalk•1w ago•21 comments

Valve: HDMI Forum Continues to Block HDMI 2.1 for Linux

https://www.heise.de/en/news/Valve-HDMI-Forum-Continues-to-Block-HDMI-2-1-for-Linux-11107440.html
159•OsrsNeedsf2P•1h ago•95 comments

Is it a bubble?

https://www.oaktreecapital.com/insights/memo/is-it-a-bubble
46•saigrandhi•1h ago•26 comments

9 Mothers (YC X26) Is Hiring

https://app.dover.com/jobs/9mothers
1•ukd1•2h ago

Factor 0.101 now available

https://re.factorcode.org/2025/12/factor-0-101-now-available.html
50•birdculture•7h ago•3 comments

COM Like a Bomb: Rust Outlook Add-in

https://tritium.legal/blog/outlook
43•piker•4h ago•21 comments

Launch HN: InspectMind (YC W24) – AI agent for reviewing construction drawings

22•aakashprasad91•3h ago•10 comments

RoboCrop: Teaching robots how to pick tomatoes

https://phys.org/news/2025-12-robocrop-robots-tomatoes.html
27•smurda•3h ago•13 comments

Typewriter Plotters (2022)

https://biosrhythm.com/?p=2143
42•LaSombra•5d ago•0 comments

Golang's big miss on memory arenas

https://avittig.medium.com/golangs-big-miss-on-memory-arenas-f1375524cc90
49•andr3wV•6d ago•38 comments

Volcanic eruptions set off a chain of events that brought Black Death to Europe

https://www.cam.ac.uk/stories/volcanoes-black-death
47•gmays•4d ago•5 comments

Super-Flat ASTs

https://jhwlr.io/super-flat-ast/
29•mmphosis•6d ago•2 comments

Revisiting "Let's Build a Compiler"

https://eli.thegreenplace.net/2025/revisiting-lets-build-a-compiler/
217•cui•12h ago•36 comments

Israel used Palantir technologies in pager attack in Lebanon

https://the307.substack.com/p/revealed-israel-used-palantir-technologies
179•cramsession•3h ago•107 comments

Show HN: A 2-row, 16-key keyboard designed for smartphones

https://k-keyboard.com/Why-QWERTY-mini
8•QWERTYmini•1h ago•6 comments

Map of all the buildings in the world

https://gizmodo.com/literally-a-map-showing-all-the-buildings-in-the-world-2000694696
144•dr_dshiv•5d ago•49 comments

Rust in the kernel is no longer experimental

https://lwn.net/Articles/1049831/
881•rascul•15h ago•652 comments

England Historic Aerial Photo Explorer

https://historicengland.org.uk/images-books/archive/collections/aerial-photos/
21•davemateer•2h ago•3 comments

Cloth Simulation

https://cloth.mikail-khan.com/
165•adamch•1w ago•34 comments

Show HN: Automated License Plate Reader Coverage in the USA

https://alpranalysis.com
3•sodality2•1h ago•1 comments

Bruno Simon – 3D Portfolio

https://bruno-simon.com/
716•razzmataks•1d ago•173 comments

New benchmark shows top LLMs struggle in real mental health care

https://swordhealth.com/newsroom/sword-introduces-mindeval
94•RicardoRei•5h ago•126 comments

When a video codec wins an Emmy

https://blog.mozilla.org/en/mozilla/av1-video-codec-wins-emmy/
259•todsacerdoti•5d ago•65 comments

Amazon EC2 M9g Instances

https://aws.amazon.com/ec2/instance-types/m9g/
137•AlexClickHouse•4d ago•64 comments