Prominent dev flips bullish on generative AI but doubts trillions in capex can pay off
PrasoonPratham · x · 2026-10-10
Developer Prasoon Pratham (150K+ followers) publicly shifted his stance: he's no longer bearish on generative AI, mostly LLMs, but remains skeptical about the economics of frontier labs.
His core question: is there enough marginal demand for tokens to sustain trillions of dollars in capex? In his view, an LLM would need to cure cancer or prove P=NP for the math to make sense. The post captures the industry's central tension — useful technology vs. questionable investment returns.
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