问HN：为什么这里的每个人都对人工智能如此兴奋？
我明白了——大型语言模型（LLMs）确实有一定的价值，但远没有大家（尤其是来自人工智能实验室的人）所宣传的那么高。我不禁觉得，我们几乎已经处于这个泡沫的顶端——但在这里，似乎大多数人并不这样认为……
然而，就在2026年，我们经历了以下事件：
- AI.com以7000万美元的价格出售——Crypto.com的创始人购买它以推出另一个“个人AI代理”平台，但在超级碗广告首秀时迅速崩溃。
- MoltBook热潮——一个Reddit的克隆网站，AI机器人在上面互相对话，充斥着加密骗局和“AI意识”的帖子。超过250,000条机器人的帖子消耗了大量计算资源，究竟有什么实际价值呢？[0]
- OpenClaw——一个“超级开源AI代理”，但安全隐患重重。
- GPT-5.3-Codex和Opus 2.6发布。评论者指出，他们很难找到前一版本无法处理的任务。改进充其量只是增量式的。
我理解大型语言模型确实有合理的应用场景，但炒作与实用性之间的比例似乎完全失衡。
难道我没有看到什么吗？
[0] https://www.technologyreview.com/2026/02/06/1132448/moltbook-was-peak-ai-theater/
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I get it - LLMs do have some value, but not as much as everyone (especially those from AI labs) is trying to pitch. I can't help thinking that it's so obvious we are almost at the very top of this bubble - but here it feels like the majority of HN doesn't think like that...<p>Yet just in 2026 we had:<p>- AI.com was sold for $70M - Crypto.com founder bought it to launch yet another "personal AI agent" platform, which promptly crashed during its Super Bowl ad debut.<p>- MoltBook-mania - a Reddit clone where AI bots talk to each other, flooded with crypto scams and "AI consciousness" posts. 250,000+ bot posts burning compute for what actual value? [0]<p>- OpenClaw - a "super open-source AI agent" that is a security nightmare.<p>- GPT-5.3-Codex and Opus 2.6 were released. Reviewers note they're struggling to find tasks the previous versions couldn't handle. The improvements are incremental at best.<p>I understand there are legitimate use cases for LLMs, but the hype-to-utility ratio seems completely out of whack.<p>Am I not seeing something?<p>[0] https://www.technologyreview.com/2026/02/06/1132448/moltbook-was-peak-ai-theater/