The ChatGPT Report 151 - The AI bubble
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Aug 21, 2025 This discussion dives into the controversial 'AI bubble', revealing that 95% of companies are seeing little return on their generative AI investments despite massive funding. Experts liken the current boom to the dot-com bubble, raising questions about sustainability. There's a surprising reliance on Reddit for training models and an alarming drop in ChatGPT usage, suggesting students may use it mainly for homework. The conversation also tackles whether AI is driving layoffs or just a convenient excuse for cost-cutting.
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Mass Investment, Little Return
- MIT found 95% of enterprises saw little or no ROI from generative AI despite $35–$40B invested.
- That suggests broad investment hasn't yet translated into scaled production value.
Construction Use Case For Internal Search
- Ryan shares his construction firm prototype using AI as an internal search tool for past estimates and pricing.
- He says it helps slightly but hasn't dramatically moved the business needle.
Reddit Is A Major Data Source
- Large language models reportedly source ~40% of their training data from Reddit.
- That concentration raises quality and representativeness concerns given Reddit's varied content.