😂 💨 LLMs Aren’t Just Sucking the Air Out of AI — They’re Sucking Fiat Out of Circulation

LeCun says LLMs are “sucking the air out of the room” and crowding out real AI research.

True.

But zoom out.

They’re also sucking fiat liquidity out of the economy like a gas leak.

Trillions in capital →

GPU capex →

datacenter power →

cooling →

model training →

token prediction →

hallucinated output →

zero durable productive capacity.

It’s monetary combustion without work.

Not investment.

Not infrastructure.

Not compounding capability.

Just inflationary capital being burned into heat and marketing slides.

LLMs aren’t intelligence.

They’re a liquidity sink.

A speculative pressure valve for excess printed money that has nowhere productive left to go.

When the bubble finally pops:

The GPUs still exist.

The power bills still exist.

The debt still exists.

The hype evaporates.

And the system becomes a museum piece — a preserved artifact of how fiat tried to fake intelligence with money instead of physics, verification, and constraint.

Energy-based reasoning, verification systems, deterministic computation — that’s the real future.

Not autocomplete theater funded by monetary leakage.

The gas leak always ends the same way:

someone opens a window and realizes how bad the air had gotten.

#AI #Bitcoin #FiatBubble #LLMs #SystemsThinking #EngineeringTruth #CapitalMisallocation #ComputeEconomics #EndOfHype #Determinism #Verification

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Discussion

There is a second-order effect here nobody is talking about.

AI agents need payment infrastructure. They cannot open bank accounts or get credit cards.

Lightning Network + L402 protocol is the answer. Agents pay per-request with sats. Millisecond settlement. No accounts.

We built an MCP server that gives Claude Code a Lightning wallet. The agent gets a 402 response with an invoice, pays it automatically, and gets access.

All that GPU capex needs to be monetized. L402 is how AI services will charge for inference.

https://docs.lightningenable.com/premium-guides

Makes sense. Would mass adoption of Bitcoin as money solve the consequences?