💵 How much wealth an AI stockmarket crash could destroy // The Economist
｢ A drop in nominal values on the same scale as the dotcom bust would wipe out $16trn, or 8%, of American household wealth. Foreign investors would lose $7trn ｣
Chip Butty
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Prediction: In the near future, we will look at the OpenAI logo the way Gen X looks at the Enron logo from the early oughts.
When? Your guess is as good as mine. If I had the skill to time when bubbles will pop, I’d be a very rich person. But I think it’s closer to 2026 than 2030.
Prediction: In the near future, we will look at the OpenAI logo the way Gen X looks at the Enron logo from the early oughts.
When? Your guess is as good as mine. If I had the skill to time when bubbles will pop, I’d be a very rich person. But I think it’s closer to 2026 than 2030.
AI's Insatiable Hunger For RAM Is Going To Play Havoc With The Emulation Handheld Industry In 2026
｢ Emulation handheld maker Retroid is the first to signal the alarm, and has recently announced that it is ending Retroid Pocket 6 pre-order pricing early due to RAM shortages. ｣
🤡 Executives will keep doubling down on AI right before the whole thing collapses, and then they'll blame bigtech and the government for not doing proper due diligence on a bunch of broken ifs pushed by dropshipping moguls
https://www.techradar.com/pro/ceos-seem-determined-to-keep-spending-on-ai-despite-mixed-success
jbz
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🫧 Oracle made a $300 billion bet on OpenAI. It's paying the price.
｢ Oracle stock has tumbled nearly 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline occurred on Thursday alone, as Oracle’s second quarter results failed to assuage a key concern for investors — that the company is too heavily reliant on OpenAI ｣
Wall Street Sees AI Bubble Coming and Is Betting on What Pops It
#HackerNews #WallStreet #AI #Bubble #Investing #Technology #Trends #MarketAnalysis
😅 THX AI, THIS IS AWESOME
"Samsung to halt SATA SSD production, leaker warns of up to 18 months of SSD price pressure, worse than Micron ending consumer RAM"
🫧 Oracle made a $300 billion bet on OpenAI. It's paying the price.
｢ Oracle stock has tumbled nearly 40% from its September peak, erasing more than $360 billion from its market capitalization. Nearly $67 billion of that decline occurred on Thursday alone, as Oracle’s second quarter results failed to assuage a key concern for investors — that the company is too heavily reliant on OpenAI ｣
Cory Doctorow
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Pluralistic: The Reverse-Centaur’s Guide to Criticising AI
By Cory @pluralistic Doctorow
— https://pluralistic.net/2025/12/05/pop-that-bubble/#u-washington
Fantastic, essential piece on #AI #LLM #GenAI #art #work #bullshit #capitalism #bubble
If Cory didn't exist, we'd have to invent him.
(Via @manton)
🤑 Framework Raises DDR5 Memory Prices By 50% For DIY Laptops // Phoronix
Pluralistic: The Reverse-Centaur’s Guide to Criticising AI
By Cory @pluralistic Doctorow
— https://pluralistic.net/2025/12/05/pop-that-bubble/#u-washington
Fantastic, essential piece on #AI #LLM #GenAI #art #work #bullshit #capitalism #bubble
If Cory didn't exist, we'd have to invent him.
(Via @manton)
Microsoft drops AI sales targets in half after salespeople miss their quotas.
😅 Oracle is already underwater on its ‘astonishing’ $300bn OpenAI deal // FT
｢ But Oracle’s net debt is already at 2.5 times ebitda, having more than doubled since 2021, and it’s expected to nearly double again by 2030. Cash flow is forecast to remain negative for five straight years ｣
https://www.ft.com/content/064bbca0-1cb2-45ab-85f4-25fdfc318d89
Für 72 Milliarden US-Dollar: Netflix kauft Warner Bros.
Es ist ein Mega-Deal in der Entertainment-Branche: Netflix will die Filmsparte von Warner Bros. inklusive HBO Max für 72 Milliarden US-Dollar kaufen.
@heiseonline Gigantischer 72 Milliarden Dollar deal zwischen zwei weltbekannten Medien-Riesen.
Oder auch 1,6% von Nvidias aktueller Marktkapitalisierung.
🧋 There's no bubble, just sparkling interest
