>AI is a scam bubble-AAAAACK
>>107278648doesn't that image support the idea that it's a scam bubblack?
>>107278648there is a lot of crazy stuff going on in terms of investment.but the technology works, for A LOT of uses. the general technology checks out.
>>107278648his 10 year performance is 255% not including his housing collapse bet that made him recognized in the first place https://sherwood.news/markets/michael-burry-big-short-discloses-1-1-billion-options-bet-against-nvidia-palantir-puts/he already made more betting against jews than you ever will
>>107278670>for A LOT of uses
>>107278670>for A LOT of usessuch as?
>>107278733that's another <quite many> billions of business between nsfw and questionable + sfw entertainment, yesadd it to object recognition, translation, document summarization and content search, TTS/STT and generally all sorts of accessibility and various engineering/professional tasks where it has basic skills that still need supervision but still already does work
>>107278670The exact same was true with the internet in 2001. Plenty of use cases. Real technology. Real value. But Cisco did not deserve to be the largest company in the world by market cap -- even though ever year even after the bubble popped it grew by leaps and bounds.The same is going to happen to Nvidia. There is not infinite demand for Nvidia's chips, just like there was not infinite demand for Cisco's network appliances. Doesn't mean the tech isn't real. Doesn't mean there aren't use cases. Just means there's a bubble.This shit happens all the time throughout history. Railroads had multiple stock bubbles throughout history -- but those were real too. In fact you could say that the tech being real is almost a prerequisite for a bubble to form. The market is forward looking, and it can tell a hit when it sees one, but it isn't very good at telling how BIG of a hit something will be and has a major tendency to overshoot.
>>107278752See >>107278765. I'm sure i missed quite a few things.>>107278772Yes, IDK how the individual companies will go. Some might be over-inflated in terms of stocks to a degree that won't match their future profitability. Or w/e.I do however know AI is going to do a lot of work. It's not even a question.
>>107278765>that's another <quite many> billions of business between nsfw and questionable + sfw entertainment, yesExcept your shitty waifuslop isn't entertainment tho.
>>107278657Burry tried to short Nvidia but ended up winding down his investment firm hahaha
>>107278719>DA JOOOZget a life, seriously.
>>107278844His puts expire in 2027.He's still got 18 months to be proven right (or wrong)
>>107278819sure, many prefer the animated versions or other variants, but that's not out of reach of AIof course there are also people who want to see static waifus and there AI is indeed in the process of becoming more dominant the better the models get. there's less and less they do very poorly/can't do and more they're decent or really good at even compared to skilled artists.
>>107278854my life is shining the light on juden being scammers and their jeet servant slaves like you being subhumansi won the genetic lottery theres nothing else to do
>>107278869>my entire life is posting on 4chansounds more like you lost the genetic lottery
>>107278796>I do however know AI is going to do a lot of work. It's not even a question.Yeah but that's true of essentially anything.We need copper wires and bolts and screws to make the world work. Doesn't mean the companies manufacturing those are worth trillions of dollars.The question is whether there is a strong enough moat around AI stocks to justify some of those valuations. So the question is, in the AI value chain, which parts have the strongest moats (in terms of lock-in effect, intellectual property protection and so on). Looks like you would have stronger moats around companies like TSMC and ASML. Nvidia, I'm not so sure. They do have CUDA, but there is a big risk that CUDA will eventually suffer the exact same fate as proprietary operating systems, databases, programming languages, etc.
>>107278887youre brown though
>>107278905lmao this loser is seething that he lost the genetic lottery
>>107278919theres no afterlife and you will always be brown
>>107278937so you're saying you're a monkey that happened to be born with pale skin and will exist as a pale monkey for an infinitesimally small amount of time before you die and cease to exist forever, and this makes you feel good about yourself?
>>107278968>DA WHIITTEESSSget a life, jeet
>>107278670I agree with this assessment. This is Sillicon Valley money acting retarded, AI should not be synonymous with those fools. It's a much bigger field and new breakthroughs are being published regularly. Sam Altman is the at the center of the nexus of all this. I really hope he ends up like Bankman-Fried.
>>107278981I accept your concession
>>107278995i already ran circles around you
>>107279017>admitting that you're a loser who spends all of his time on 4chan while screeching about niggers is an intellectual discussiondo you actually believe that?
>>107279041i contributed a very relevant post to the thread, to which you, a shiteating subhuman replied with no value. >>107278719you need to be higher iq to successfully gaslight, jeet.
lets face it we all know this ends any time an audit into OpenAI, nvidia, AMD, any of them is announcedbut it never will be so until then there will be no popin other news, the SEC thinks it's been too hard on big tech. lol. lmao even. And we still think there'll be a pop
>>107278898You can probably make an enterprise for raw materials to copper wire in some African country. Good luck doing raw materials to AI cards with HBM memory stacks and 3nm CPU you run competitive AI models on tho.It is reasonable to suspect there will be quite many companies that will get a pretty fat cut of the hundreds of billions in economic value these capabilities represent currently. You of course do your own guesses if you invest.
