@ChrisMayLA6
Don’t forget that there is heaftly anount of funds being cross-invested in all things GenIA and datacentres. From the little I have read or know about (very little), this is what makes the #AIBubble so dangerous, non-bank loans, cross-investments within the AI Markets and the #AssetBubble that data centres represent when GenAI fails to deliver the golden eggs. So, I wouldn’t discount NVidea’s exposure.
Anybody who still believes that AI is not a bubble is on fucking cocaine.
Uh-oh, Reality is knocking at the door, asking why it has been ignored for so long....
#AIBubble #Economy #JPMorgan #WallStreet #DanielPinto #TechBros #SiliconValley
Is it finally happening?
Sounds like they're saying they're "too big to fail", doesn't it?
That's a definite sign of the bubble popping, the Rich reminding everyone that they must be bailed out above everyone else.
Is it finally happening?
Sounds like they're saying they're "too big to fail", doesn't it?
That's a definite sign of the bubble popping, the Rich reminding everyone that they must be bailed out above everyone else.
Uh-oh, Reality is knocking at the door, asking why it has been ignored for so long....
#AIBubble #Economy #JPMorgan #WallStreet #DanielPinto #TechBros #SiliconValley
Is it finally happening?
Sounds like they're saying they're "too big to fail", doesn't it?
That's a definite sign of the bubble popping, the Rich reminding everyone that they must be bailed out above everyone else.
Another example of how #AI BS makes more work for people, not less.
The Editor Got a Letter From ‘Dr. B.S.’ So Did a Lot of Other Editors.
A research scientist who published a paper in a scientific journal about controlling mosquito-borne malaria infections was asked to rebut a letter to the editor sent by a scientist who had suddenly become improbably prolific starting in 2025.
https://www.nytimes.com/2025/11/04/science/letters-to-the-editor-ai-chatbots.html?smid=url-share [gift link]
I am not worried about the alleged #aibubble
That occurs when there is over-investment. Right now the demand outstrips the supply.
#AI is not going away.
There will however be a problem when #bigtech moves over to #NPU instead of #GPU usage.
That will wipe out smaller providers as the cost per token will fall dramatically and that will shift power upwards.
Power companies also want to meet profit projections, so to make up for the shortfall in usage by increasing private #electricity cost.
Wait until he finds out he's the bagholder for this bubble....
"... Now, I think the game that these guys are playing is different than the traditional one that you see on Wall Street. I think they know they’re in a bubble, and I don’t think they care…." https://broligarchy.substack.com/p/the-great-ai-bubble #AI #AIBubble
Another interesting report on the finances of the AI bubble:
"Bubble or Nothing" by the Center for Public Enterprise
https://publicenterprise.org/report/bubble-or-nothing/
(1/3)
#FrugalComputing #AIBubble
"... Now, I think the game that these guys are playing is different than the traditional one that you see on Wall Street. I think they know they’re in a bubble, and I don’t think they care…." https://broligarchy.substack.com/p/the-great-ai-bubble #AI #AIBubble
Another interesting report on the finances of the AI bubble:
"Bubble or Nothing" by the Center for Public Enterprise
https://publicenterprise.org/report/bubble-or-nothing/
(1/3)
#FrugalComputing #AIBubble
God bless Vince Gilligan
“Gilligan is critical of AI in filmmaking, calling it ‘the world’s most expensive and energy-intensive plagiarism machine’. In an interview with Polygon whilst promoting Pluribus, he stated ‘I have not used ChatGPT, because as of yet, no one has held a shotgun to my head and made me do it. I will never use it.’”
God bless Vince Gilligan
“Gilligan is critical of AI in filmmaking, calling it ‘the world’s most expensive and energy-intensive plagiarism machine’. In an interview with Polygon whilst promoting Pluribus, he stated ‘I have not used ChatGPT, because as of yet, no one has held a shotgun to my head and made me do it. I will never use it.’”
Curious that whenever someone shows me “the cool #AI flow” they built that’s supposed to be impressive, the conversation goes the same way:
Stage 1: “But you don’t understand. You don’t like AI because you haven’t used it right. Let me show you how much you can do it with.”
Stage 2: “Here are the steps in the flow and the instructions I feed to this agent / custom GPT / Claude project. I tell it to do X, reference document Y, and aim for Z.”
Stage 3: “Now, let me show you the results it gives.”
*Writes task, presses to run the prompt.*
Stage 4: “Umm sorry it’s taking a while. It’s fast but not instant. And by the way, the prompt isn’t perfect, you can definitely make it better. I just threw this together real quick the other day. It makes some mistakes, but it’s really good.”
Stage 5: “Uuuuuuh actually don’t look at the output.” *scrolls or stops screen share or pulls device away.*
“You know it’s already doing so well, if I do more prompt engineering it will get really good but I need to give it better instructions. And it ran just fine last night, I don’t know what’s up with it. And this is a cheap model, if we use another model it will be better.”
Stage 6: “You know, you really shouldn’t judge this so much. The technology will improve, it will get there sooner than you know and then you’ll regret not trying it sooner.”
So curious that this keeps happening 🤷♀️