They can't keep getting away with this!Surely the bubble bursts after this year!
What in the abomination to the eyes is this
>>62597290I imagine this cerclejerking just like how cexes manipulated their reserves a few years ago sending coins between each others and now finally there is a cex going down on every week.
The ponzi needs to somehow expand the credit to 1.7T in 2027, from now 870B form last year 420B; the expected growth flipped negative in June. After the midterms the plug is being pulled.Japan might not survive it, Nvidia is most likely going bankrupt, OpenAI is certainly getting liqudiated, Oracle might end in court for fraud and Microsoft, Amazon, Alphabet and co might lose between 50-70% of their fanatsy valuation
>>62597674Haven't you seen the amateurish beggar publicity offensive by that Rice Nigger from Nvidia and trying to leverage that socialist scammer Elon Husk. The bastard is deadly afraid that he is going to die behind bars or acks himself
should have used the zuck with sunscreen covered face and also needs lisa sus beef curtains
>>62597701>After the midterms the plug is being pulledI think so too. They know Trump is more likely to give them bailouts and pardons than whoever comes next. Between the midterms and 2028 the bubble pops
>>62598428Trump has no room to hand out Obongo style bail outs, and the ability to fabricate a china flu like pretext for a bail out is severely damaged. Get ready for anarchic civil war, the result of either a failed bail out and a default
>>62597290Two more weeks and everything will collapse.
>>62597290OP generated this image and think to himself>Yep this looks high quality image
>>62598459and he likely did not pay a millicent for it, so the generation was a net negative for whatever service he used
>>62598436The government openly conceives of the AI bubble as a wartime economy versus China, they will absolutely bailout these retards if they think it will keep the AI economy competitive in the longterm. The reason these datacenters are popping up left and right with government backing is because they honestly imagine that funding AI is equivalent to wartime production of ships, shells and aircraft
>>62598494That narrative cannot be soldIf Trump wants to watch his family get killed and 100,000s of random public employed and local politicians killed, go on and try to spread that retard 20th century cold war narrative that not even boomer buy
ONLY ONE MAN CAN STOP THEM
>>62598495The real reason that the narrative cannot be sold is because the fundamental purpose of the AI economy is to gut middle class employment. Western economies are uncompetitive vs China because we pay way too many people a lot of money to sit around in an office all day scrolling through Outlook and emailing Excel sheets and PDFs to each other. You have to understand that the people in charge of the economy do not understand why these positions are necessary, they see it as fat to be trimmed away.In the long run, AI will help keep American industry competitive by automating most jobs that pay a salary above 40k. Even if you think about it for 2 seconds its retarded because our economy revolves around consumer spending which automation will decimate as a side effect.
>>62598521Ah yes the team sport narrative from the 1980s. Also unsellable. And who are these "people in charge of the economy" supposed to be? Retarded CEOs and CFOs that sit on books with fantasy valuated "assets" (unmarketable securities and worthless papers) and liabilities that make 90% of these fnatasy valued assets with cashflows and margins that are paper thin?>P-please be afraid and accept slavery>to beat china and not have the ponzi collapseActive population 58% of total population. Heads gonna come off
>>62597290Not a single white Person.
>>62597701The big stock market collapse. Yep. It was foreshadowing either way.
>>62598770Stock market collpase? State failure, governance and order collapse, on a global scale. The retarded circular same-asset-collaterized pajeet ponzi around commodified software suits, collaterized with "assets" that are obsolete on average after 2 year and have 0 value, with a hard demand cap is just the last drop of water breaking the jar
>>62597290we wouldve had a post covid recession anywayA.I. speculation just delayed the inevitable
>>62597290The thing everyone misses is the reason RAM and storage prices keep going up. There will always be someone willing to buy. If only one person does, they can just get everything from it.
>>62597701>between 50-70% of their fanatsy valuationThey have lower PE ratios than 4 years ago >but muh bubbleMost of their income has 0% to do with AI. If retards like you dump the stock to that level I will be a multimillionaire in 5 years
>>62599186Eh wrong. The reason that prices inflated can be found in Nvidias books, 41B in accounts receivable, products that have actually not been sold but are promised to be paid some day (most likely never) 120B in liabilities, inventory Nvidia has received from suppliers to build above
>>62599209>PEread the books instead of the marketing sheet, fucking normal faggot
>>62598521>Even if you think about it for 2 seconds its retarded because our economy revolves around consumer spending which automation will decimate as a side effect.Your brain is corruoted by hebraic nonesense. If you automate everything you just tax apply capital control raise corporate taxes and give everyone NEETBUX
>>62599214Yeah I read alphabet's books and they are less leveraged than 99% of the Rusell 2000 and the company has a quick ratio of 2.7
>>62599223lmfao an Alphabet whore. Go back shitting up shitter roastie
>>62597290why cant they keep getting away with it?
>>62599266You could have stated that you are retarded instead of writting such a long piece of shit
Kek.If you early then you are wrong. There won`t be any burst and crash, more a very soft land, fast recover then stabilization. First they have a low P/E, second government will bailout them and third do you think the world will use less or more computers? They maybe be overshooting but they are pointing in the right direction.
>>62599371problem is, the hyperscalers/neoclouds finance capex on borrowed money. there are hundreds of companies/banks behind it. it literally is just like 2008, the fuckers will pull everything down, except unemployment. if unemployment was only about those network technicians and construction workers in datacentres, nobody would give a fuck. it is the top 10% that spend/trickle-down 70% of their income into the rest of the economy and if those have no job, then we have a problem. no more teslas to buy, no expensive travels or premium insurances.
>>62599278Alphabet has been forced to issue trashbonds to finance itself. Its over, go and kill yourself roastie>>62599371>P/E>BailoutAHAHAHAHAHAHAHAHAHAHAThis isnt the "fiber optic" build out. The demand is limited with a hard cap in a very very small niche of b2b. Hank from Michigan is never going to have a demand for "data center " services. The demand growth everyone inbolved in this ponzi is specualting on is never going to come. The plateu has been already reached
>>62599446they have more cash+ accounts recievables than all liabilities. You are dumb as fuck
>>62599446>The demand is limited
>>62598521Middle class employment? Try 80% of people don't need to work. This is a panacea to every single pension and debt crisis ever that has been dropped in the laps of nation states. They can literally side step the entire ponzi scheme trap.
>>62599446>This isnt the "fiber optic" build out. The demand is limited with a hard cap in a very very small niche of b2b. Hank from Michigan is never going to have a demand for "data center " services. The demand growth everyone inbolved in this ponzi is specualting on is never going to come. The plateu has been already reachedngmi. you don't even understand the scope of what is about to happen. its going to literally change the entire nature of human effort across most employment and tasks. most people will not need to work in a very short amount of time.
>>62599596Accounts recievable is something that is best valued at 0 when analysing books. Its impossible to say if the company that is supposed to keep paying is not going chapter 7/10/11/13. And in Alphabets case the funds receivable are not to a small part from companies chin deep in the ponzi>>62599599Why do you think microshit is currently trying to shove "AI" in practically each and every of its product, despite cutsomer rejection and some being incentivized due to that decision to drop their products alltogether.Personally I got so annoyed by it that I am back to libre office and notepad++
>>62599619>As stochastic commodified software suit unusuable for deterministic tasks is going to create the new man>in two weeksAh a religious eugencist freak, or just a scammer?The only thing generative models might change is GDP growth, deleting Billions of transactions from it. Why tf should anybody pay 10K/month for an saas scam if they can code it internally. Why should some restaurant pay 200 dollar in monthly fees for a music library when they can prompt the sound design with Ace-step in an afternoon.Why should a marketing agency hire a digital artist for 5k/project if they can prompt it on a local diffusion model.All that generative models are is a macro economic deflationary tech, which can for the most part, outside of extreme niche cases be run on 10 year old hardware
>>62599622>every company on Earth is adding AI features, everyone is using AI to develop more and more features, RTX 6000 Pro now costs 16k (2x from a year ago)>therefore demand for compute is limitedbizarre conclusion>Personally I got so annoyed by it that I am back to inferior tools made by hobbyistsnot smart
>>62599643>every company is being scammed that was 24/25, the hang over phase started in late 25 with the re-assessment of the decisions by retarded GenX C-Suits that fell for the hype and are desperately trying to shove generative whatever into every product, with the effect being not more demand but at best the same demand . And b2b remains a hard capped demand. the b2c market is never going to be profitable, OpenAi is most likely dying over it, while Anthropic might skate along as long as the retarded GenX C-Suits that got scammed are handcuffed by long term contracts.I mean, there are already companies that try to advertise positions with bullshit like "sign up and get a claude Max budget "for free", which translated means, we acrtually dont need that shit
>>62599659Look around. Everyone I know has multiple claude/codex/zai/kimi/... subscriptions. Everyone I know is constantly pissed off because they want to generate more tokens faster to build more things faster to stay ahead of the competition. AI channel in my company's Slack is full of requests to raise (already high) usage quotas. Every reasonably priced AI machine on vast.ai is rented out. The demand is infinite and insatiable.
>>62599681>EveryoneIs everyone in the room with you now?I suppose you are a code monkey mongoloid and mistake the one niche (with a capped demand) where it is used being the entire world, everyone. Around me it went from one OpenAI sub to 0 subs
>>62599684I'm in social media marketing. Everyone is using AI for every part of the post making pipeline, from collecting data on what to post about to digging into metrics. The amount of drafted ai-generated mock-ups that get thrown away is insane, and they want to make more of them to go through and discard. Video editing is becoming agentic now too. Every presentation I see is touched by AI in some capacity. I don't know where you're seeing that capped demand.
>>62599700>social media marketingAHAHAHAHAHAHAHAHAHAHAHAHAa literal shill shilling to botsAHAHAHAHAHAHAHAHAHAHAHAHA
>>62599710So, what are you doing there in libre office and notepad++? Maybe you don't need AI to manage your 3-employee gutter cleaning business or whatever, but for anything beyond that it helps a lot.
>>62599723>switches to datamining modeyou just revealed that you are a shill. Take the feedback you got before you identified yourself as a piece of shit spamming bastard and do with it what you please. Also thanks for the 5 posts, should be sufficient to build a stylometric fingerfrint, find your social media accounts and fuck up your grift
>>62599738When you find me, tell my employer I called you a clueless retarded nigger faggot. Capped demand my ass lmao. Meanwhile we're planning to buy an 8x B300 14 kW box to generate video mock-ups.
>>62599766HAHAHAHAHAHAHAYou don't want to know how many of your kind I brought to tears and close to suicide
>>62599638>The only thing generative models might change is GDP growth, deleting Billions of transactions from it. Why tf should anybody pay 10K/month for an saas scam if they can code it internally. Why should some restaurant pay 200 dollar in monthly fees for a music library when they can prompt the sound design with Ace-step in an afternoon.Its going to be more like why hire a dishwasher or a prep cook when I go buy a cobot or humanoid robot to ease labor for 1/10th of the cost of a human employment.Why hire extra maintenance personnel when I can send a drone around a facility and automatically generate a report of potential issues and schedule the work later.Cheap sensor data and low cost robotics with cheap machine vision compresses expenses.>Why should a marketing agency hire a digital artist for 5k/project if they can prompt it on a local diffusion model.You are right. Which means a marketing agency can deliver marketing campaigns for 1/10th of the cost. Compress costs and prices will go down. Prices go down substantially and suddenly we don't need so many people working.>All that generative models are is a macro economic deflationary tech, which can for the most part, outside of extreme niche cases be run on 10 year old hardware.We need way more compute to run the new world.
>>62597701all road leads to gold
>>62599820>robots ah yes the old 1980s alcohol, coke and propaganda melted brainfarts of boomers, replace juan with a ladder that costs 35k/year with mister roboto that costs 1M in initial investment and 50k/year in maintenance. I wonder why it hasn't happened over the past 40 years and isnt going to happpen in the next 100 years, a mystery.Yes, prices go down, so goes demand because the one with the demand neither needs a marketing agency nor a frontier model subscription, and just a one time investment of 1000 dollar or less and an internet connection>"we">"new world">please have more demand for the front run ponzi investmentnope. Say good bye to Nvidia, Oracle, Amazon, OpenAI, Anthropic, Coreweave, Microsoft and dozens of other BoomerX scams as the pension funds loaded to the tits with their ponzi papers
>>62599874when does the bubble pop? before or after athropic and openai go public?
>>62599939With the narrative being low key spread and prepared eihter shortly before or after the midterms. The popping is used as a political weapon. OpenAI is probably never going to go public and Anthropic 50/50
>>62599622I think google is also trying to prop up the demand. I noticed that they started to turn subtitles on by default with auto generated subtitles. Would not be surprised if this is counted as AI usage.
>>62599945Political weapon against whom? Pelosi in particular? Since when has her husband held OpenAI stocks? Hell, Jared Kushner is holding more of his personal and institutional wealth in AI investments. If (and this is a big IF because all this FUD is going around the plebian classes mostly) it does burst it would take out a good chunk of funding and wealth from both US political parties.
>>62599961very likely, the upper middle C-Suits that bet the house on "AI" are all around the board currently trying to shove it into everything to fool their superiors and share holders that the demand is still growing. The death give away with Alphabet is the negative cashflow last quarter and the bond issuing, not to forget the yen bonds in May and the eurobonds last year.They know the gig is up and the hail marry of "AI" ponziing was seppuku
>>62599972That is the question. Who has an interest to detonate the ponzi. Is it the demrats that pray that detonating it before the midterms could cripple the Trump GOP after the fails file meme did nothing, to kneecap the GOP congress from demolishing their grifts or is it the Trump GOP that bets on using the turmoil of a market crash after the house was secured to get a crad blanche for radical reforms. Or is it a third party.I just know that a low key organized narrative switch is being spread through the propganda channels that is targeted at the weak points of the ponzi
>>62599212You can look at the average tech store and see there's tech in stock. The stores themselves would mark them down if they weren't selling. Get a better 'tuber.>inb4 triple down
>>62600008>muah boomer tubeOkay boomerbtw it already begun
>>62599874>ah yes the old 1980s alcohol, coke and propaganda melted brainfarts of boomers, replace juan with a ladder that costs 35k/year with mister roboto that costs 1M in initial investment and 50k/year in maintenance. I wonder why it hasn't happened over the past 40 years and isnt going to happpen in the next 100 years, a mystery.lol its literally already happening. Start looking at what actual robots are coming in at and what the costs for cobots are. Its not even a matter of real capital expenditure like it was 10 years ago its just a matter of buying an off the shelf solution. We already have jokey robot cleaning companies making headlines and lots of drone startups, but the payoff from the point of investment is converging at a point where you just stop hiring people.>Yes, prices go down, so goes demand because the one with the demand neither needs a marketing agency nor a frontier model subscription, and just a one time investment of 1000 dollar or less and an internet connectionYou apparently think the only source or need for compute is going to come from people making bullshit prompts but I implore you to start picking up on where the real users are going to come from, and thats from robots having to interface with meatspace.
>>62599622>that is best valued at 0 when analysing books.Holy shit you are dumb, you can go to a bank with your recievables and get the liquidity instantly at a discount. How fucking old are you?
>>62600743By the way Google has 242B in cash and 70B in recievables. Its total liabilities including things like goodwill are 281B. if you unironically think the company is in any serious risk, you are a fucking moron. With stupid money like the one you find on /biz/ I kind of understand jews
>>62600404>headlinesTell me you are a boomer mind stuck in the last century without telling me you are a Boomer mind. falling for obsolete marketing ops in dead broadcast media. Hilarious >Demand is going to come>In two weeksIts not fiber, demand has a hard cap, and the current valuations and the build out are all based on GROWTH RATES that are already slowing down and never going to reach the projected growth>>62600743>>62600756Roastie, go back to shitter and spam into a void. Alphabet is not just going to get a black eye with the ponzi being detonated.
empty bubble cant burst
>>62598428Trump can only make promises with money he doesn’t have.You’d expect that AI grifters wouldn’t fall for their own grift, but life is full of surprises i guess.
