Is he right about the AI bubble?
>>61386772it's funny because this time around he has the same opinion as the local neighbourhood barber
>>61386827I don't know about that. My computer illiterate dad thought big tech was in a bubble in the early 2010s when Facebook had their IPO because he thought none of these companies made anything useful or profitable. But this time he actually thinks AI is useful and that it isn't a bubble.
>>61386772Probably, but he's early again.Blow off top in 2026.
Everyone knew about the dot com bubble in 1997the red pill is that people want to jump on bubbles
I think he is right. Its not clear how money is being made by AI other than promises and elbow rubbing. Its clear companies are saving money by hiring less people.
>>61386837He was actually right, but he failed to see the larger demon below. The ostensible truth is that they lied about advertising effectiveness, but the real drivers are selling private data.You really need to sit down and think. Endless companies have been churning out shit in various forms without any blowback. Disney and Netflix pushing ESG nonsense - 0 quality content. How many others dived into the streaming game just too late? Endless boondoggles from an entire industry sector.Then facebook has BURNED money on its tech shots, from meta to glasses. Then the social media sphere itself has been shown to be a giant bot farm working in deep collusion with governments to push agendas. Did you see Trump talking about requiring outside talent for chip manufacturing? This was a 4chan post from last election season talking about Biden abysmal CHIPS investing money in projects that can't go anywhere from DEI and other shit strategies in US.Anyways these are just examples. Find the parts of the game that matter and bet on those.
AI is great to use and I can see how society is benefiting (new wealth is being created).But how exactly is it giving a return on investment to OpenAI for example.They are going to have to start putting ads in their results or getting referral fees for clicks or rigging their model to favor certain companies.Maybe they will sell psychological profiles to companies for marketing?At that point won't people just switch to another LLM?The switching costs seem pretty low, just look at Gemini 3.And of course China is an x-factor. If they can spent $100 billion to create a free model just to fuck over the US economy, they will.>>61386837I thought Facebook was worthless when they issued their IPO.I didn't realize that 98% of people were too stupid to install an adblocker.
>>61386772kinda?Either AI delivers or society ends for 20k yearsAI is probably necessary for fusion, for exampleBut if AI cant deliver than society collapses ~5 years before it would have without an AI malinvestment
There will be no bursting of the AI bubble. Either we all make it and the debt is irrelevant or it destroys us all
>>61386772It requires an unimaginable level of stupidity to watch AI improve and decimate jobs endlessly and still believe there is a bubble coming.
>>61387463Most "AI" layoffs are pretextual. Also, many AI tasks can be done with smaller bespoke models. This means that Nvidia and OpenAI are not necessarily positioned perfectly to capture the wealth that's being created.
>>61387463Can you point to mass tech layoffs happening outside the US?
>>61387463>AI improve and decimate jobsjobs are being decimated by pajeet slaves
>>61386772He's only right on a surface level. LLMs and AI are a real national security issue and it's not as simple as "muh profits". You would have to be idiotic and asinine to never have come to the conclusion that China is currently hammering in as much AI as possible into their weapons systems. If a national socialist state is dumping as much as possible into it just like the united states. Then you know the market won't ever collapse.Shorting AI is a true litmus test about how much you know the technology sector. Trillions will be injected into that economy irregardless if it makes profits, it only needs to actually provide the technological results that they all claim.
>>61386772No. The front runner of this bull market beat earnings. He is early and hence wrong.
>>61386772Buy Baba now to spite him China number 1
>>61386772yes
>>61386772He’s a dumb lazy eyed faggot that got lucky one time
>>61386772His approach is wrong. Fishing for shorts and slowly burning cash into nothing that is.
>>61386772> In 2005, Burry began to bet against the market by buying credit default swaps, essentially insurance that would pay out if the mortgage-backed securities failed. At least we can enjoy 3+ years of a bull run.
>>61386772He’s just a retard that thinks if he’s good with numbers he can time an AI bubble. He clearly knows nothing about the industry we haven’t figured out double descent or even haven’t hit the data wall yet. This is the endgame technology of deterministic computing everyone is going to pour everything they have into this shit.
>>61387297OpenAI will sue them for using proprietary software to generate that new wealth.
>>61386914Yup this exactly. Gonna need more euphoria/new paradigm before I sell. Google run up today was a good start. Also still waiting for the government printers to pump the fuck out of this ponzi,
>>61389991missing the mstr ipo there
>>61388326To say nothing of him deep frying his pupils welding that close.
>>61386827i dont think this is correct. normies think that ai is the next big thing and it will replace every job in next five years. just like snake oil sellers say
>>61390227Nobody cares irl about that coon shit.
normally, when there is a hype, shit does not show expected results until the bubble (inflated expectations) pops and plateau of productivity is reached.with all the people getting fired, we have reached plateau of productivity years ago and still are getting better.we will see a correction from peak to the plateau, not all the way down to the trough. but that will might be whenever and maybe not even for the whole sector but just losers in the race like Oracle and all the non AI-companies which have put an AI label on themselves because their customer support is now a chatbot.
