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Comment by jauntywundrkind | Hacker News Reader

* to some US companies.

Asterisk the size of a Mac truck.

Also this administration having say over who gets access to what AI is just so much more grift corruption and picking your favorites / destroying others, for these incdecent undemocratic in American grifters who've seized our state.

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If this is the way things are now, isn't that going to crash the AI stocks? All those trillions dumped into it probably weren't with the expectation that it could only be sold to a handful of select US agencies and corporations.

They are all private aren't they? There's nothing to crash since the valuations were all made up funny raise numbers anyway. A donation to the right person likely removes the restrictions

They all get serious investments from public companies and a lot of public companies rely on those private labs buying stuff from them.

But the effects on the industry as a whole are huge, look at the cost of memory, CPUs and GPUs. Many of the companies that make them are not private.

> If this is the way things are now, isn't that going to crash the AI stocks?

Maybe, maybe not. Tech stocks are mostly vibes-based now, reality isn't really a concern for them.

Depends on how much of an overhang there is with the power of existing models. Have we discovered 10%, 50%, or 90% of the valuable applications for Opus 4.8 / GPT 5.5? Hard to be confident at this point.

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