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It’s just a new paradigm

>As of April 2026, Anthropic's annualized revenue run rate has surpassed $30 billion, driven by enterprise API usage, up from approximately $9 billion in late 2025. While rapidly growing, the company is not currently profitable due to massive capital expenditures on AI infrastructure, including a $200 billion, 5-year commitment to cloud services.
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>ratio
Advertising account that gets swamped into feeds and ignored and likely blocked the moment any human comes across. Irrelevant. Go advertise your ad account somewhere else
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>promise to buy mag7 slop
>mag7 earnings go up
>mag7 then commit to buy more of your slop
>everybody wins

“Not circular”
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>>62198820

Take your medicine
>>
and OPis also confirmed a bot.
4chan is worse than moltbook
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>>62198820
>>62198832
Meds
>>
Who are you social signaling to bot, yourself?
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>>62198817
This is the AI supercycle. Nasdaq is going to 40k. 10x long now or get left behind.
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>>62198890
>my index scam that mostly went number up due to a demographic group that turned negative cashflow last year is going to keep going up
>please buy my bag
how about no. Pension funds have no other option left anymore to fulfil their contractual obligations than to sell into a non existent bid
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>>62198890
Let's say that AI within the next 5-10 years will bring a massive boost to GDP, not just in a numerical sense. But the AI actually produce or help produce things.
This growth of the economy will not be evenly distributed, at the top of my mind then you will have three categories of companies 1) picks and shovels, think Nvidia, Anthropic etc. Companies whose product is AI to some extend. 2) Those whose product can be made by AI, a double edged sword, but a web page design company could either die or benefit significantly from AI. 3) those that will see little, except from "rising tide lift all boats", McDonalds or Walmart will probably see little benefit from AI.

My point is that Nasdaq is a mixed bags of 1,2 and 3. Think the money is in 1, and the big money is in finding a 2 that survive e.g. video game developer that use live-LLM NPC's.
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>>62200785
Thinking mistake. If the demand facing the increased offer is declining the effect on the voodoo numbers of GDP are muted to negative. Ai is a deflation accelerating technology
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>>62200795
Maybe with time.. I could see a scenario where AI leads to increased competitiveness, that the profit margin shrinks. That the barrier to create a game like GTA-6 will get so low, that a hundred of similar quality games will be released every year, and the video game designers will begin competing on price, because the supply is greater than the demand.

But even if this is the case, i still think that AI will reshuffle our economy to such an extend that real money is to be made. A lot of horse-carriage and analogue cameras manufactures has to die. Seems impossible for the AI-enabled-successors of such companies not to capture a real customer base with real money to spend. Especially in the early stages, where the competitive landscape is still immature.
>>
I'm applying to every dumbass AI job I can because they're remote and no one else is hiring besides the warehouse, so I hope it's not a bubble.
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>>62200858
ai jobs are actually good to applied to because they ask for 5-10 years of experience but no one has it in this particular sector

just get 2-3 certifications and you are good to go
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>>62198822
It is circular but it has to be because nobody else has that kind of money to throw at a start-up
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>>62201449
so you are aware the stock market and pseudo valuations of the ponzi shares is just a circular re-hypotecization ponzi scheme that is 100% dependent on the collateral not going tits up. Then you understand that ponzi is at the end of its life with the primary underlying collateral, the sovereign ponzi scheme deterministically dying due to demographic realities and the majority cashflow and credit demand that came from an overhang of geriatric demographic that was a net positive cashflow for the past 40 years now having turned into a net negative cashflow

Anybody still holding onto Boomer ponzis in the late 2020s is asking to be fucked in the ass and lose literally everything
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>>62200855
Is "our" economy in the room with you now?
you fucking idiots simply dont get offer and demand like the typical communist scum. The "economy" of the past 60 years on a GLOBAL SCALE was never an economy but a purely on hopes, dreams, overrolled unvovered sovereign bond ponzis and the assumption of an ever growing base of suckers based ponziconomy.

You cant solve demand side issues on the production side no matter how much more efficient you make productivity. If there is a diminishing demand, be it for goods and services or credit demand the ponzi is cooked. The fantasy valuations go line down, the potential technological productivity increase is simply not needed, let alone is able to make it so the valuation of the collateral doesn't go line down as well, collapsing the entire ponzi and burring the boomer paradigms and plans under it
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the worst of all this shit is that I did not buy motherfucker MUU when it dropped to 263 before rocketing to 470 after earnings. That's ONE FUCKING WEEK and it nearly 60%.
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>>62198817
a 100% legit look at op for the last 2 years
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>>62201474
>so you are aware the stock market and pseudo valuations of the ponzi shares is just a circular re-hypotecization ponzi scheme that is 100% dependent on the collateral not going tits up.
Yes you fucking retard, stock prices depend on the companies not going bankrupt.
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>>62201503
you should get more mad and blog more on 4chan for free.
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>>62201638
wrong, stock valuation depends on a sucker buying out somebody trying to cash out. In the concrete case today that means a pension fund that has a legal obligation to pay out liquidity to a geriatric demographic overhang has somehow to find buyers for that ponzi paper boomer Joe bought for his 401K 40 years ago in a market with less buyers. Offer and demand, if the demand is lower than the offer the price goes down; if that price is already a function of a re-hypotecization pyramid ponzi scheme, independent of the company being bankrupt or not, producing something or not, the stock valuation has a real probability going to literally 0
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>>62198817
Anyone that's used Claude code knows it's a useful and powerful product.

Whether the financial instruments setup to fund these overpriced nvidia gpus and strained power grids actually sustains itself is a seperate question- but unless you're owning stock it doesn't really matter.

Anthropic could go bust tomorrow. That's not going to mean their sonnet and opus models are going to get deleted. That's not going to mean the gpus they run on will disappear.

It's all going to get sold to the next buyer who can also buy the research team to help build it further.

Whether openAI, Anthropic or whoever is still around in 10 years doesn't matter. AI is here and it's getting seriously good



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