The Four Horsemen of the LLM Apocalypse
anarc.atDon't necessarily agree with all of the writing in this article. But I just spent the past weeks reading into the whole AI valuation topic again (did dis in March already (1)). So I'll try to add some perspective:
Form my research (1) Four widely cited 2025 enterprise AI revenue figures span 40x ($37B Menlo, $1.478T Gartner). The audit-grade floor you could defend on a 10-Q against $690B of 2026 hyperscaler capex is just $63.2B, or 9.2% coverage. Telecom 1999 peaked at 28%. Even after netting only AI-incremental capex you only get to 12-15%, which is still below the closest analogue we have.
(1) https://philippdubach.com/posts/ai-capex-arms-race-who-blink...
(2) https://philippdubach.com/posts/reconciling-enterprise-ai-re...
While TFA is not bad, some of the links contained in it are even more interesting, for example:
https://leehanchung.github.io/blogs/2026/04/05/the-ai-great-...
The first article ironically has many tells of AI writing
I think that it is more likely that an LLM has been used for translation into English than for actual writing.
The parallels between present and the Maoist actions are very good and they are not the kind of things that an LLM would find out by itself.
It feels like massive change to the tech industry (programming, data science etc.) is inevitable with LLMs.
Articles like this remind me of the Luddites burning the mills and smashing the stocking frames - sure, they were able to cause some damage to the local industrialists but in the end resistance was futile.
FWIW, I strongly suspect I'll get laid off in the next five years due to the combination of LLMs and the poor economic outlook. So I'm not really optimistic about the changes, but I don't think we can just pretend we can put the genie back in the bottle and go back to 2021.
The Luddites (or at least their successors) won, and we are lucky that they did.
I recently published an article about the Luddites. If you look at their actual demands, they were not anti-tech. They were labor activists. Life got much, much worse for most people in the industrial revolution until the laws they advocated were finally implemented.
https://www.disruptingjapan.com/the-real-luddites-would-have...
Just started reading.. I swear if I start to get the sense this article is written by an LLM, I’m going to loose it.
Just found comments below highlighting likley use of AI to write the critique article. That it. Im not reading this.
Have some self respect people.
May I remind you of the fact that the world was going to shit long before LLM’s came to be.
trying to blame ‘LLMs’ for the bad outcomes of human choices is pure propaganda when willful and pure delusion when not