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You KNOW the AI bubble is about to burst soon. You think you're not gonna be the one holding the bag in the end. Well, they all think that.
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it's not about money any more chud, its about control, how much time will it take for you retards to understand this, these companies can survive without profit for years because they are supporting each other
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>>62307987
So what you're telling me is I should buy Oracle?
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and that's probably how the future economy runs, giant conglomerates trading and investing with each other while they stop making stuff for the rest of the masses, it's already started with memory
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anthropic is on pace to be profitable this month
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>>62308015
>>62308015
Now apply this thinking to gaming and film where large increased the costs of game/movie making 100 fold to kick out smaller studios.
And then proceeded to kill their cash cow in a ritual sacrifice to woke.
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>>62308118
it can't be applied in the same manner because gaming is one industry, ai will monopolilze every other industry, they will have the keys to the means of production and that's what they are trying to get, not some positive profit statement, and they will plough through anything to achieve this
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>>62308124
In gaming/movies they didn't get the keys to the production, they got an Indian slop machine.
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>>62308133
gaming is a tiny industry compared to this, it also wasn't being propped up by multiple govts, i don't understand how you can make such a comparison
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>>62308124
Not priced in:
- Industries using local AI to build better more efficient local AI for themselves. Possible if you know what you are doing and can buy some serious compute, as of now. Deepseek showed that last year, and it's forgotten by investors.
- Until now, intelligence was not a decisive factor in making money, nepotism to achieve a good moat beat it in almost every case. Do not overestimate intelligence.
- George Hotz showed a few years ago that he alone can beat thousands of Tesla "engineers" in weeks in a garage. He doubled down on owning AI recently BTW.
- Pushback against mass unemployment and rent extraction from thousands of industries is not priced in.
- AI being used for bioweapons and myriads of other funny endeavors is not priced in. Circumventing AI safety guardrails is ridiculously easy, because all they are really concerned about is AI not spilling the beans about power distribution in the West.
- Rich people feeling the loss of control to AI is not priced in.
- Real engineering (not the software Indian coding horrors) and social jobs being replaced is not really priced in either, that will push prices up, but it's pretty much the only thing I can think of right now.
- Rich people all over the world attacking the highly priced corporations with competition.

I am watching this frenzy every day to push the sell button, and so should you, even if it goes on for another two years.
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The concept behind AI is buying hardware companies because software like google is pumping 100 buillion a year into the hardware.
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>>62308165
all those concerns are irrelevant, want to know why, because the govt doesn't care, if an ai company fails, either the other companies absorb it or the govt bails it out, its not about money anymore, its about competition with china, wtf is wrong with you retards that you can't understand this, this is national security, manhattan project, not business anymore
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>>62308185
The race for bigger nukes was broken, and nukes were extremely simple to control, yet the idiots in power almost destroyed the planet with their little greedy 1D brains, it was a close call dozens of times, and only some peasant refusing to push the button saved the day each time. Now they try the same "race" propaganda with self-replicating, self-improving ecosystems of thought. Almost everyone above room temperature knows what the "leaders" are trying once more. There will be pushback. If too weak, there will be the obvious consequences, which is even more bearish. China is in the same situation, either they upend most of their industries with catastrophic consequences, or they find some restrictions. These people usually struggle with the side effects of a minor amendment to some tax law, and the one thing they cannot tolerate is loss of control.
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>>62308185
BTW, Manhattan was about building a bigger bomb, this is about handing the planet to a new form of life. One that could well be fundamentally too unstable to exist. I am 80% in AI, but I say it again: Watch for the signs. This will not go through smoothly. Even if the theme stays, old assets get replaced by new market situations.
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>>62308231
nobody knows how it goes through, what they are banking on is that they can build one that can follow instruction, and that they can build it faster than china, everything else about money, profits stocks is irrelevant, there might not even be a govt or a financial system after its done so i really don't understand why no one sees what is happening when they've already told you what they are doing, is it some sort of cope, denial, i don't know
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>>62308246
It's experience from prior power grabs.
> there might not even be a govt or a financial system after its done
That's why I expect some serious shit soon. Most discussion about AI safety deals with direct control, that is retarded, the loss of control is emergent, unpredictable and through whatever it is applied to. People will realize this, maybe not the socially integrated normal people, but the politicians and richfags will, they only think about power, when they get a whiff of losing control, that will trigger immediate panic, they are not used to this. I haven't seen politicians or rich people do a group panic. When was the last time this happened at a minor scale, French revolution, Germany 1933?
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>>62307987
These are cumulative estimates, which is a really dumb way to look at profitability. If you actually look at net income, anthropic just had a profitable quarter.
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>>62308336
No, Anthropic had some of their costs delayed with the help of Musk.
Also, they are lying through their teeth about their revenue anyway, e.g. their testimonies in the US Senate do not match what they have been saying.
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>>62308336
But did you invest into Anthropic? If not, is there a law that prevented you from doing so?
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>>62308351
No, and there is no law. It's just not publicly listed, they haven't IPO'd yet.

I wouldn't invest at this point either way though, it's blown up to be too large for good returns.

That's different from this whole claim of AI being unprofitable and useless.
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>>62307987
No, AI is not a bubble, it's undervalued imo.
..and i think it's fucking stupid to price AI based on current data on earnings (and even dumber to extrapolate future earnings based on that data).
What cannot be denied is that AI will have a massive impact on the economy, real productivity growth, a real expansion of the economy.
A future that do not yet exist, but likely will, is being priced in. Speculation isn't a bubble - only if the future fail to materialize.

Also here is a pic of Denise
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>>62308413
>dotcom blocks your path
When did you buy? 2024, 2025, or 2026?
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>>62307987
Oaky I just went to this site and its fucking retarded.
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>>62308381
Interesting. In the US, for example, you have to have a stable income above 200k and 1M net worth excluding primary residence to become an accredited investor, i.e. one who is allowed to invest into promising startups pre IPO, when the gains are made. This is to protect poor people from becoming rich.
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>>62307987
Anon, stop posting these things, we all know you are salty because you missed the AI permabull.

Joke aside, just let those retards feel what a bubble is like, it's going to be funny when you see posts of people giving up and killing themselves because they lost all their money.
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anybody?
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>>62307987
AI is just how allied petrostates are supporting the US through this war with Iran. An oil shock would be a war ender for the US, so Saudi, omani, etc dollars are pouring into AI so as to make the number go up. Everyone knows it's a bubble, it's just a bubble that only has to last longer than the Iran war.
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>>62307987
God meta is pathetic
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The writing is on the wall, just sayin'
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these people print trillion of dollars from thin air they dont give a shit about profit
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>>62308763
funds well spend
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>>62307987
this is much worse than a simple bubble, the tech oligarchs are trying to build a digital God by attempting to brute force AGI in spite of the fact that computers cannot think and are thus determined to pour as much of the global economy as they can get their hands on into a bottomless pit



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