NYC vs SF: Wall Street sees an AI bubble, SF sees recursive self-improvement
menhguin · x · 2026-11-06
Lihong062 argues the NYC/SF divide on AI has become a fundamental split in world models: NYC discusses capex sustainability, value capture, off-balance-sheet leverage and lagging earnings revisions — the bubble popping — while SF debates recursive self-improvement, superintelligence, and whether AI 2027 timelines are too slow. This came as AI stocks slumped even as an independent report projected RSI/ASI within 6 months. menhguin adds that most analysts fail to grasp the basic fact that frontier lab revenue largely comes from agentic coding.
More from AGI Musings
- RSI isn't about acceleration—it's removing humans as the bottleneck — menhguin · 2026-11-06
- Stop Measuring AI in Gigawatts and GPUs, Architect David Linthicum Argues — DavidLinthicum · 2026-11-06
- METR Reviews Anthropic's Automated R&D Risk Claims With Access to Nonpublic Report — DKokotajlo · 2026-11-06
- Forecast model: 2x progress rate in Dec 2026 implies ~4.5x capability uplift — arthurcolle · 2026-11-06
- Balaji taunts Anthropic and OpenAI: you fear-mongered, now find out — beffjezos · 2026-11-06
- David Patterson estimates economic output will grow 25% next year — davidpattersonx · 2026-11-06