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File: file.png (94 KB, 472x468)
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>mfw the AI bubble hasn't popped yet
>>
> Quarterly reports strong and stronger
> Hardware sold out until like 2030
> Adoption increasing
> Some retard: Um acshually it's a bubble because these two companies that are not on the stock market are operating at a theoretical loss based on the math I pulled out of my ass where I equate the few cents of electricty they use against all their expenditure in hardware and R&D
Even permabear Burry was wrong publicly, then closed down his fund, but still insists it's a bubble, lmao.
>>
>>110161837
>muh emotions are worthy of a new thread
go back to plebbit faggot
>>
There is no bubble.
>>
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>>110161872
Then there is no hope
>>
Say it with me:
3 years going now
1. There is no bubble.
2. There is burst.
3. There is no pop

Again:
1. There is no bubble.
2. There is no burst.
3. There is no pop.

Period.

>>110161880
Tell me about your life and what you want to achieve.
>>
Even if it pops, this technology is not going anywhere. It is just far too useful in programming. At best, maybe society comes into agreement that it shouldn't be used for generating artwork
>>
>>110161837
AI jeets didn't like this post
>>
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Two more months.
>>
>>110161896
You are stretching it beyond thin there man. These kids are attached to their ability to prompt up art. They're not giving it up.
>>
>>110161896
> society comes into agreement that it shouldn't be used for generating artwork
Lmao
>>
>>110161837
say it with me
>There's no going back
>>
You can't put the toothpaste back in the tube
>>
>>110161837
this shit could take 6-18 months depending on how Anthropic's IPO goes. if the stock market somehow goes into an even more insane mania than it has for the past 6 years, it'll be the latter.
there is absolutely no way for Anthropic to get out of the 400 billion hole it's in and OpenAI is probaby even more fucked.

>>110161862
>Quarterly reports strong and stronger
sure hope they at least pay you more for working on a sunday, like 3 rupees per post instead of the usual 2
>>
how do you put a dollar sign amount of value to this shit? i mean seriously come the fuck on.
>>
>>110161938
> If you state factual data you're a paid indian shill
Must be hard being retarded
>>
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>>110161909
almost like there's an oil shortage
>>
>>110161938
>big tech is paying to shill AI to ~1 thousand 4chan users
luddite IQ on display
>>
>>110161967
This. People are insane enough here that they will false flag as shills for companies. Identity fusion and brand loyalty / superfans are all things. People seriously "stan" over these models. There are insane people out there who would strap a bomb to their chest and detonate themselves for ChatGPT or Claude or Gemini. They are fucking nuts.
>>
>>110161837
Give it 2 more years

That said, I think it's hilarious and a true showcase of how much they really do control the world that they can pull this off.
>>
why can't trannies come out and admit they lost? it would be so much easier for everyone
>>
>>110161862
Better hope it's solid. We're about to see if the tech industry can survive everyone outside their sector that buys their services shitting the bed due to demand destruction in the petroleum industry due to... whatever then fuck you call the last 60 days have been. I guess one silver lining for the datacenters will be capital flooding into LNG, renewables, etc.
>>
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>>110162022
Opus has been really good only for like a month. It's not perfect but the previous ones were real slop cannons in comparison.
>>
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>>110162142
>I guess one silver lining for the datacenters will be capital flooding into LNG, renewables, etc.
Ha, I fucking wish, I'm bleeding out on this nu-nuclear shit despite Trump's military program into triso & such
>>
>>110161837
Dont worry it will pop and the gay AI using snailcats shall cry
>>
>>110162195
Every quant says it's minimum another 30 days over $90/bbl before the Big Boys start reallocating capital, and some say it's even another 120, so it could still turn around.
>>
>>110162241
I'm probably gonna be bagholding until 2035 at this rate
>>
>>110161896
>>
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repeat with me, TWO *claps* MORE *claps* WEEKS
>>
I think one of my lecturers mentioned recently that
>AI is a computer program
>If AI could program, it could be made to improve itself
>Thus, the AI industry would have achieved singularity

But this has not happened, so maybe there are some problems.
>>
Any day now the people are going to rise up and overthrow global capitalism, Dario Amodai and Sam Altman will be hanged, and REAL artists are finally going to get the compensation they deserve.
>>
>>110162428
> 2026
> Still hasn't learned the bitter lesson
Go read
>>
>>110162428
> get brain cancer
> "if this was going to kill me it would have done it by now"
But this has not happened, so maybe I'm cancer is a lie.
>>
>>110162448
I have heard about it. It basically says that general approaches win, when general computation performance scales with Moore's law. Not sure how this is relevant. Are you saying, that we will get better hw soon (TM)? And that AI scaling will not hit a wall?
>>
>>110162283
literally
>some ordinary gamer

ask the financebois instead

this shit trades like crypto
someone pull up derivatives, im not financial enough for these
>>
>>110162617
I'm not sure how that's relevant either, what are you even trying to say? Also you know Moore's law isn't really a law right? It's a backwards looking trendline, but still, not sure why you're even bringing it up.
>>
>>110161837
Don't worry if the AI bubble doesn't pop then the economy will collapse under it either way due to a bunch of other issues, we're too deep into this shit to come out unscathed.
>>
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>>110162694
define "we"
>>
>>110162283
>just keeps popping
gets me every time
>>
>>110162699
They're an export economy remember? If demand for their shit lowers due to a recession they feel it hard too.
>>
>>110162662
The bond yields on their debt are high but realize that the financial markets are based on supply and demand just like other markets. Firms are competing for investment dollars against all other possible investments. This is just as easily a sign that investors want to park their money elsewhere, think that other opportunities give more reward for less risk, it's not a sign of any intrinsic bubble popping. Even US bond rates are going up right now. And every tick of that stock price chart is a buy\sell event (and note those are the same event) that a human ultimately chose to make, it also contains no new information about risk or expresses anything about intrinsic value.
>>
>mfw the internet bubble hasn't popped yet
>mfw the cryptocurrency bubble hasn't popped yet
>>
>>110162760
the internet bubble did pop though
>>
>>110162760
crypto bubble did pop though lol
/biz/ has been dead for like 3 yrs
>>
>>110161912
>society comes into agreement about anything
lmao
>>
>>110162722
>This is just as easily a sign that investors want to park their money elsewhere, think that other opportunities give more reward for less risk, it's not a sign of any intrinsic bubble popping
problem is:
ai-bros are 100% reliant on gibbes

they NEED investor money to keep the lights on
they generate no profit

>Even US bond rates are going up right now. And every tick of that stock price chart is a buy\sell event (and note those are the same event) that a human ultimately chose to make, it also contains no new information about risk or expresses anything about intrinsic value.
thats very uninformed, anon
the price at which a fin. product sells is literally the direct expression of the boughterer's risk tolerance vs discount on future value

and if theres no buyer, the sellers discount their shit. its price discovery, no? (except when youre the gov and you can just promise more returns- but things boil down to the same... moar retoorn for a given price)
>>
>>110163046
>generate no profit
Who cares? AI companies the start of a post-profit economy, they're like a public utility. Necessary for the function of modern civilization. It is absolutely correct to use any resources required to keep them in operation, financial or natural.
>>
>>110163072
>Who cares? AI companies the start of a post-profit economy
investors care
i want my fukken retoorns
ill go get them from the depths of your rectum if i have to

and the slop is, well, of low quality so to speak
even the institutionals say its iffy
i heard even people whi insure ngreedia's results are becoming quite careful

fkn bluhmberg is posting ed zitron
shits kinda wonky, for the ai-bros its undeniable
even the normies are talking about it
>>
>>110163130
you may as well be asking why the manhattan project didn't turn a profit. if you thought of your investment as a financial investment for yourself rather than an investment in the future of humanity, you bet on the wrong horse.
>>
>>110163148
nice words arent an acceptable means of payment, anon
unless theres a place where they are

and then im moving over immediately

just imagine...
you pay your taxes by writing a congratulatory letter with extra flourish, because its the taxman after all
who wouldnt like that?
>>
>>110163179
i can even throw in a couple drawings in the margins to express the full extent of my gratitude

thats worth a retoorn no?
god i love retoorns. i couldnt live without em, quite literally
>>
>>110163179
cope, I'm right. we appreciate your contribution to mankind's progress but you are not getting your money back
>>
>>110162617]
> Didn't understand the bitter lesson
The singularity is all hardware and has fuckall to do with producing software improvements
>>
>>110163205
i didnt invest in your pyramid scam though
crypto is a much better deal.
if youre smart enough you can actually end up with cash in your hand

its not my first venture either
i must have jewish blood bc im good with money
id fukken sell potatoes and id make a profit
>>
>>110163046
>and if theres no buyer, the sellers discount their shit. its price discovery, no?
That's exactly what I just said you simple little man. They are raising rates they're offering so pull in more subscribers for their bond, in equities they move their offers down in price to attract new buyers. But there is no correct price to be discovered, it's all just trades, things like time discount are measured values based on those trades, they don't exist in a vacuum.

Your sin today has been reification, you need to go study an orderbook to atone. It's okay, it's a common sin, academic literature does it all the time and they should know better, you're just a 4channer so it can be forgiven.
>>
>>110163205
>>110163226
actually
if you exit ngreedia now you'd end up with hard money
crypto is more volatile though

your next post will show if youre a normie at heart
>>
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>>110161837
It won't pop because it's backed by a literal sect.
>>
>>110161837
>Cryptoshit
>AIshit
what's the next pile of shit that will jack up the price of computing hardware?
>>
>>110163244
>But there is no correct price to be discovered
youre teaching a father how to make children

i never said theres a "correct" price
only the effective price
but its still the expression of the meaningful investors' risk tolerance, basically

if were talking hard numbers, the market is not rational
its all about perception.

newton already said so, and everyone smart then rediscovers it, then reformulates it in their own words (unless they heard the lesson, and accepted it)
>>
in my internal monolog i just realized im a maffboi at heart
fkn hell just wait til a maidposter appears out of nowhere and tells me to wear the tutu

no
i wont fukken wear the tutu
im proud of being the exact opposite of your regular mathfag
while still having the brain hurspurs to deal with advanced math problems
>>
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Bubble confirmed.
https://www.youtube.com/watch?v=T6PBpP3xtwI
>>
>>110161837
Pops by February-March 2028 when biggest tranche of neocloud loans will make those pyramid schemes insolvent. The time between first raised rates and the dot com popping took 9 months I believe this time it will take longer on account of american decisionmakers being more cautious with rates and substantially more corrupt.
>>
>>110163329
>taking the word for it from the biggest LARPer for the centory
you do realize that faggot is 55 and tweets like he is 15
>>
>>110163355
>attacks the person, not the word
lol. religion.

>>110163329
turbolol
elon musk dunking on the actual poors

theyre 100B+ in the red
theyre actually poorer than any of us
>>
>>110163329
>>110163495 cont
its also kinda fucking cope bc hes basically saying
>were not junkbonds because we can collateralize spaceX
that kinda sucks
>>
>>110163355
> richest autist in the world with multiple innovative succesful companies is a larper
Do you get your thoughts from Reddit or China?
>>
>>110163572
byd is eating up his tesla market
spacex is ace though
nobody else has that tech

he has some failure though, like the boring company
ending up producing civilian-safe flamethrowers bc fuck it lamao
>>
in short- professional assessment here:
i think elon just takes too much/many types of drugs and not enough advice
i though he was sure about the fukken orbital servers
where are they?
>>
>>110163566
>>110163495
dumb twittercancer can't even write his thoughts in a single post. Many such cases!
>>
>>110163702
>nooo, dont communicate
are you trying to instigate a flamewar?
>>
>>110161837
>stonks crash
>still go gpu
fug
>>
>>110161910
Yeah they just use it to think for them
>>
>>110163724
My point was, write coherent sentences and think a minute about what you want to say, instead of dumping shit out like faggots on twiter do
>>
>>110163729
i heard through the grapevine that things will get interesting in 2028
>>
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>>110163738
take it or leave it
your autism is literally not my problem
>>
>>110163748
I'll take that to mean that you're a dumb faggot
>>
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>>110163762
i kinda dont care about what you think, doe
>>
>>110163781
You care so much that you keep replying
>>
>>110161896
>At best, maybe society comes into agreement that it shouldn't be used for generating artwork
That ship has long since sailed
>>
>>110163788
i care so much that youre letters in a window while im waiting for twwh3 to load from my hdd

it was quite the adventure to run SMART tools on it
its the first time i did that, ever
>>
>>110161862
>t a theoretical loss
Nothing theoretical about it all the AI 'companies' are haemmoraging money. You must be thck as dried shit if you think revenue without considering operating costs =profit
>>
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thid makes all of loonix lag
its annoying
i cant change contexts or everything slows down to a crawl
im sure this has something to do with how file descriptors are dealt with in loonis
or maybe its some higher level abstraction, actually,
because each process should be independent from the pov of the hw

some people could have done better. im fairly certain about that
>>
actually actually
im running dwarFS
so there might be a layer of complexity added onto things
but were also in the vibeslöpped loonix era
soooo idk
i think ima say its bc of loonis being vibeslopped

once everything is in-ram, its ok though
maybe its an interaction bw dwarFS and wine and loonis scheduling
maybe its a special case or something
>>
>>110161950
>I believe anth when they pretend gross = net revenue
ok shill

>>110161967
>>110161975
>le shills don't exist
we have actual examples of companies being caught to shill here, try again fags

ironic shilling is still shilling



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