#aibubble

From the blasted intellectual wasteland of Australia, where the sun cooks the dashboard and the economy runs on debt fumes, let me scream this into the dust: All of Nvidia’s empire rides on one sacred...

OpenAI's CFO Doesn't Believe the IPO Math. The WSJ Just Showed Why.

On the evening of Tuesday, April 28, the Wall Street Journal published a single-source story that sliced four percent off Oracle's market cap before the closing bell. The story, by all accounts the re...

Look at the rationality of market #economics: * Core computer components are getting expensive * Because machine-learning companies have created an increased demand * Not because the companies are mak...

The Great AI Bifurcation: Why Smart Money is Betting on Palantir, China & Bitcoin #AIBubble #SmartMoney #Geopolitics #Palantir #DavidTepper #MacroEconomics #BitcoinETF #TechInvesting

Not a great time to build or upgrade a PC rn 🙈 #ai #ramcrisis #aibubble #samsung #ram #ssds #pc

Buffett is out. Cash is king. 2026 IPOs like SpaceX & OpenAI are just exit liquidity for the elite while retail holds the bag on a bursting AI bubble. The smart money is running, not walking, to the e...

"What if generative AI isn’t God in the machine or vaporware? What if it’s just good enough, useful to many without being revolutionary? Right now, the models don’t think—they predict and arrange toke...

"Companies are betting on AI—yet nearly all enterprise pilots are stuck at the starting line. The GenAI Divide: State of AI in Business 2025, a new report published by MIT’s NANDA initiative, reveals...

If a CA (Certificate Authority) compromise or TLS root cert hack unfolds, it would be the most silent yet globally devastating digital attack in history. Here’s how it could play out and how the media...

🔥 Maximum FUD Edition: The One Hack to End Them All 🔥 Title: The One Hack to End Them All: How a TLS Meltdown Will Obliterate Fiat Wealth in Seconds --- We’re not talking about another “black swan.”...

"- The main technology behind the entire "artificial intelligence" boom is generative AI — transformer-based models like OpenAI's GPT-4 (and soon GPT-5) — and said technology has peaked, with diminish...

"Amazon has invested a further $4bn in artificial intelligence start-up Anthropic, doubling its total investment in the company to $8bn, as Big Tech’s race to dominate the generative AI sector intensi...

"Companies around the world are rushing to come up with clever fixes to these problems, from more efficient and specialised chips to more specialised and smaller models that need less power. Others ar...

"Narayanan and Kapoor, both Princeton University computer scientists, argue that if we knew what types of AI do and don’t exist—as well as what they can and can’t do—then we’d be that much better at s...

"Amazon’s race to create an AI-based successor to its voice assistant Alexa has hit more snags after a series of earlier setbacks over the past year. Employees have found there is too much of a delay...

#AI #BigTech #SiliconValley #GenerativeAI #AIBubble #AIHype: "Big Tech’s AI spending continues to accelerate at a blistering pace, with the four giants well on track to spend upwards of a quarter tril...

"The fact that OpenAI did not publish the absolute values of the above chart’s x-axis is telling. If you have a way of outcompeting human experts on STEM tasks, but it costs $1B to run on a days worth...

"The companies are facing several challenges. It’s become increasingly difficult to find new, untapped sources of high-quality, human-made training data that can be used to build more advanced AI syst...

"Microsoft's massive investment in OpenAI is weighing on earnings. Following Microsoft’s quarterly earnings report on Wednesday, CFO Amy Hood said she expects the company to take a $1.5 billion hit to...

#AI #GenerativeAI #Microsoft #OpenAI #AIHype #AIBubble: "Microsoft had already pumped $13 billion into OpenAI, and Mr. Nadella was initially willing to keep the cash spigot flowing. But after OpenAI’s...

#AI #GenerativeAI #Productivity #Automation #AIBubble #AIHype: "Training costs for a single frontier AI model are increasing exponentially, , from $1,000 in 2017 to nearly $200 million in 2024, driven...

#AI #GenerativeAI #AIHype #AIBubble #OpenAI: "At a high enough level of abstraction, Altman’s entire job is to keep us all fixated on an imagined AI future so we don’t get too caught up in the underwh...

#AI #GenerativeAI #OpenAI #AIBubble #AIHype: "At a valuation of $157bn, OpenAI investors are paying about 13 times the company’s estimated $12bn in 2025 revenue. That might seem modest: fellow AI icon...

#AI #GenerativeAI #OpenAI #AIBubble #AIHype: "The company expects ChatGPT to bring in $2.7 billion in revenue this year, up from $700 million in 2023, with $1 billion coming from other businesses usin...

#AI #GenerativeAI #OpenAI #AIHype #AIBubble: "If OpenAI does away with the profit cap, it would be redirecting a huge amount of money — prospective billions of dollars in the future — from the nonprof...

#AI #GenerativeAI #OpenAI #AIBubble #AIHype #PonziScheme: "[I]t seems like that the chaos is only escalating, not diminishing, and that these are not growing pains signaling newfound maturation, but v...

Everyone’s talking about an AI bubble, but what happens after it crashes? The promises of generative AI were pure fantasy, but the harms it enables could stick around long after the hype fades — unles...

"... many AI tools today absolutely are not “ready for prime time,” in the sense that you could trust them with your job or your life. AI needs close supervision, sometimes requiring more effort than...