The shift toward emotional inteligence and personality in models like Grok 4.1 and GPT-5.1 is fasinating. We've been so focused on benchmark performance that quality of interaction got sidelined. Your point about the infrastructure investement being a red herring resonates, Microsoft and others now see enough value from internal use cases to justify massive capex. The real question isn't whether we're in a bubble but whether these applications will expand beyod enterprise fast enough to justify the scale.
These infrastructure numbers are huge, but I think they highlight something deeper than bubble risk. AI evolves in full view, yet the definition of intelligence keeps shifting quietly underneath. Every time a model expands what it can do, we move the boundary of what we consider “real intelligence” and treat the breakthrough as incremental. These trillion-dollar buildouts aren’t just bets on future demand. They are signals that AI is gradually becoming part of the background fabric of the world, even as public narratives swing between hype and doubt. The visible story is about capex, but the quieter story is how the concept of intelligence itself is being rewritten as these systems scale.
The shift toward emotional inteligence and personality in models like Grok 4.1 and GPT-5.1 is fasinating. We've been so focused on benchmark performance that quality of interaction got sidelined. Your point about the infrastructure investement being a red herring resonates, Microsoft and others now see enough value from internal use cases to justify massive capex. The real question isn't whether we're in a bubble but whether these applications will expand beyod enterprise fast enough to justify the scale.
Not sure why the "bubble" language keeps being mentioned
These infrastructure numbers are huge, but I think they highlight something deeper than bubble risk. AI evolves in full view, yet the definition of intelligence keeps shifting quietly underneath. Every time a model expands what it can do, we move the boundary of what we consider “real intelligence” and treat the breakthrough as incremental. These trillion-dollar buildouts aren’t just bets on future demand. They are signals that AI is gradually becoming part of the background fabric of the world, even as public narratives swing between hype and doubt. The visible story is about capex, but the quieter story is how the concept of intelligence itself is being rewritten as these systems scale.