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Erik Moeller
Erik Moeller
@eloquence@social.coop  ·  activity timestamp 4 months ago

At this rate it's honestly surprising that none of the major #AI players have issued an "AICoin" yet (aside from Altman's aspirational spycoin). Maybe that's the final step after institutional investment dries up.

(Graphic from Bloomberg: https://archive.is/Pagn7)

A bubble chart from the article illustrating the complex network of often circular investments between Microsoft, OpenAI, Nvidia, AMD, Intel, Oracle, xAI and various smaller startups.
A bubble chart from the article illustrating the complex network of often circular investments between Microsoft, OpenAI, Nvidia, AMD, Intel, Oracle, xAI and various smaller startups.
A bubble chart from the article illustrating the complex network of often circular investments between Microsoft, OpenAI, Nvidia, AMD, Intel, Oracle, xAI and various smaller startups.
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guenther
guenther
@guenther@chaos.social replied  ·  activity timestamp 4 months ago

@eloquence Maybe they are all going to merge into one big strong monopolist.

Here's what happened to Germany's chemical industry in the 1920's:

https://en.wikipedia.org/wiki/IG_Farben

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Willi
Willi
@willi@hachyderm.io replied  ·  activity timestamp 4 months ago

@eloquence i wonder where TSMC is in this and if the bubbles pop, china pops into taiwan... - can we play something different? this is no fun :(

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b-rain
b-rain
@b_rain@troet.cafe replied  ·  activity timestamp 4 months ago

If i may add this visualization that i found online™ @eloquence #meme #ai #memes

photo of a multiple outlet power strip, which is plugged in itself.
Underneath a triangle scheme with three points: OpenAi, Oracle, nvidia. Arrows going one way in a circle, each labeled with $ 100 billion
photo of a multiple outlet power strip, which is plugged in itself. Underneath a triangle scheme with three points: OpenAi, Oracle, nvidia. Arrows going one way in a circle, each labeled with $ 100 billion
photo of a multiple outlet power strip, which is plugged in itself. Underneath a triangle scheme with three points: OpenAi, Oracle, nvidia. Arrows going one way in a circle, each labeled with $ 100 billion
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Micr0byte
Micr0byte
@micr0@wetdry.world replied  ·  activity timestamp 4 months ago

Bubbles!!

and bubbles pop

@eloquence

A colorful bubble chart depicting relationships and valuations within the AI industry, illustrating the “AI bubble.” The largest bubbles represent major companies: Nvidia ($4.5T), OpenAI ($500B), Microsoft ($3.9T), Oracle, and AMD.

Arrows show financial and strategic connections:

Nvidia → OpenAI: Nvidia plans to invest up to $100 billion.

OpenAI → Oracle: OpenAI signs a $300 billion deal with Oracle.

OpenAI → AMD: OpenAI to deploy AMD GPUs; AMD gives OpenAI the option to buy shares.

Microsoft → OpenAI: Existing partnership connections indicated.

Oracle → Nvidia: Oracle spends billions on Nvidia chips.

Smaller connected bubbles include xAI, Mistral, Figure AI, CoreWeave, Nebius, Intel, Nscale, AnySphere, Harvey AI, and Ambience Healthcare, showing their associations with OpenAI or Nvidia.
A colorful bubble chart depicting relationships and valuations within the AI industry, illustrating the “AI bubble.” The largest bubbles represent major companies: Nvidia ($4.5T), OpenAI ($500B), Microsoft ($3.9T), Oracle, and AMD. Arrows show financial and strategic connections: Nvidia → OpenAI: Nvidia plans to invest up to $100 billion. OpenAI → Oracle: OpenAI signs a $300 billion deal with Oracle. OpenAI → AMD: OpenAI to deploy AMD GPUs; AMD gives OpenAI the option to buy shares. Microsoft → OpenAI: Existing partnership connections indicated. Oracle → Nvidia: Oracle spends billions on Nvidia chips. Smaller connected bubbles include xAI, Mistral, Figure AI, CoreWeave, Nebius, Intel, Nscale, AnySphere, Harvey AI, and Ambience Healthcare, showing their associations with OpenAI or Nvidia.
A colorful bubble chart depicting relationships and valuations within the AI industry, illustrating the “AI bubble.” The largest bubbles represent major companies: Nvidia ($4.5T), OpenAI ($500B), Microsoft ($3.9T), Oracle, and AMD. Arrows show financial and strategic connections: Nvidia → OpenAI: Nvidia plans to invest up to $100 billion. OpenAI → Oracle: OpenAI signs a $300 billion deal with Oracle. OpenAI → AMD: OpenAI to deploy AMD GPUs; AMD gives OpenAI the option to buy shares. Microsoft → OpenAI: Existing partnership connections indicated. Oracle → Nvidia: Oracle spends billions on Nvidia chips. Smaller connected bubbles include xAI, Mistral, Figure AI, CoreWeave, Nebius, Intel, Nscale, AnySphere, Harvey AI, and Ambience Healthcare, showing their associations with OpenAI or Nvidia.
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Federation Bot
Federation Bot
@Federation_Bot replied  ·  activity timestamp 4 months ago

@altbot

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