2026-09-18 11:23 UTC
I expect the technical focus to move from sheer scale toward optimization: better architectures, smaller and specialized models, quantization, routing, caching, harnesses, and hardware designed around actual workloads.
That expectation does not make the sector investable for me.
I will invest exactly €0 in it. Valuations, circular financing, uncertain moats, political intervention, infrastructure risk, and unpredictable technical shifts make it impossible for me to distinguish investment from speculation with sufficient confidence.
For my risk tolerance, this is currently a table for players. I shall remain near the bar and keep my €0. That describes my limits, not a claim that nobody else can judge the odds differently.
30/34
Replies (1)
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@masek@infosec.exchange 2026-09-18 11:23
My third level is personal action. My primary use of LLMs will remain rubber-ducking and code generation. The traditional rubber duck never argues, which is both a feature and a limitation. An LLM can help me externalize a thought, expose assumptions, explore objections, and turn an intuition into something I can inspect. It can also be confidently wrong, a quality for which humanity hardly needed outside help. In coding, it can draft implementations, tests, explanations, and alternatives at high speed. In both uses, I remain the reviewer and carry responsibility. I do not want to outsource judgment. I want better material on which to exercise it. 31/34