Search results for tag #bubble
Four fuses. One week. All burning.
OpenAI raised $122B and still won't turn a profit until 2030. Agents are deleting inboxes and want root access to your machine. Your RAM is three times what it was because hyperscalers bought the supply chain out from under you. And nobody in the industry can negotiate with an oil shock.
Oh and the fix for the inbox problem makes the RAM problem worse. Of course it is.
https://blog.ppb1701.com/theyre-racing-to-stay-ahead-of-the-fuse
#ai #openai #bubble #bigtech #userhostile #blog #privacy #github
🔥 Oracle cuts 30,000 jobs to pay for datacenters no one will use.
｢ Workers across the U.S., India, and other regions learned their jobs were gone before most people had finished their morning coffee, with no prior warning from HR or their managers ｣
https://rollingout.com/2026/03/31/oracle-slashes-30000-jobs-with-a-cold-6/
RE: https://mstdn.feddit.social/@admin/116240492461972358
那些投资者不是傻瓜，他们是被集体狂热感染的聪明人。
泡沫最可怕的地方不是骗子，而是每个人都真心相信，包括后来破产的那些人。
投资者愿意忽视市盈率等传统指标，而将信心建立在技术进步之上，最终导致了泡沫。
互联网公司将大部分投资都投入到了市场营销中。
那么AI就几乎完美符合泡沫的要求了......绝大多数人、每个人参与的人都真心相信，这次不一样；
但是AI真的有用，互联网在经历过泡沫也改变了世界，所以结局大概是：
大部分AI公司项目死亡，极少部分公司存活并形成巨头，比如OpenAI、Anthropic，就像互联网泡沫后活下来的Google、Amazon
但是互联网泡沫：它不仅推动了互联网初创公司的发展，也提振了科技、媒体和电信（TMT）行业的成熟企业
AI泡沫也会推动什么，提振什么...
看到Dot-Com-bubble Wiki里的一段：
在这种氛围下，许多投资者愿意忽视市盈率等传统指标，而将信心建立在技术进步之上，最终导致了股市泡沫 。995 年至 2000 年间，纳斯达克综合指数上涨了 400%。其市盈率一度高达 200 倍，远超 1991 年日本资产价格泡沫时期日经 225 指数 80 倍的峰值市盈率。1999 年， 高通股价飙升 2619%，另有 12 只大型股股价涨幅均超过 1000%，还有 7 只大型股股价涨幅均超过 900%。尽管纳斯达克综合指数上涨 85.6%， 标普 500 指数上涨 19.5%
想到了一句话“天欲其亡，必先令其狂”。
https://en.wikipedia.org/wiki/Dot-com_bubble
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互联网泡沫🫧
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当然，该疯狂还是要疯狂的，反正不是我疯狂，我没有那个胆，也没有那个实力，自然没有通过泡沫赚到钱的本事（
It seems to me that, as with the still ongoing COVID pandemic that very few recognize as such, the looming asset collapse and economic recession we're living through in the US is not perceived because it's not talked about as such, and therefore might as well not be happening.
#US #USPol #USEconomy #AI #bubble #recession #COVID #COVIDPandemic
The Orb - A Huge Ever Growing Pulsating Brain That Rules From The Center of the Ultraworld
(Full Version)
https://youtu.be/qexS5hBB1C0
Accenture tells staffers: If you want a promotion, use AI at work
｢ A memo sent to senior staff this week, and reported in the FT, informed them that promotions to top roles at the corporation would necessitate "regular adoption" of AI tooling, and it is tracking usage ｣
https://www.theregister.com/2026/02/20/accenture_tells_staffers_want_promotion/
From https://www.cnbc.com/2026/02/06/google-microsoft-pay-creators-500000-and-more-to-promote-ai.html
Echoes of Matt Damon shilling crypto.
If the organic demand for AI were as high as we've been led to believe, what's with the big paychecks to shill it?
From https://www.reuters.com/business/alphabet-sells-bonds-worth-20-billion-fund-ai-spending-2026-02-10/
Yeahhhhhh OK.
Amazons AI Investment Triggers Massive Stock Selloff
The AI bubble fears continue after Amazon announced they were investing heavily in AI. That triggered a stock selloff.
https://www.freezenet.ca/amazons-ai-investment-triggers-massive-stock-selloff/
#Business #News #AI #Amazon #Bubble #Microsoft #stocks
LMFAO keep going keep going !! 🍿 🍿 🍿 #palantir #crash #bubble
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This dark mode stock chart for Palantir Technologies displays a current price of 128.63, reflecting a 7.82% drop for the day. The Year-to-Date view shows an overall decline of 27.66%, visualized by a red trend line that drifts down from highs near 180 in January before crashing steeply in early February 2026. Tall gray bars at the bottom indicate high trading volume accompanying the recent sell-off.
#bubble beginning to pop? 🙏
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This image displays a dark-themed digital stock chart for Microsoft Corp (MSFT) on the NASDAQ, highlighting a sharp decline in value over a one-week period from January 26 to January 30. The current trading price is shown prominently as $433.50 USD, which represents a significant loss of $48.13 or 9.99%. The visual graph depicts the stock price remaining relatively high and stable around the $470-$480 mark for the first three days before plummeting steeply on January 29th to lows around $421. Key statistics listed at the bottom indicate a previous close of 481.63, an opening price of 439.99, and a trading range between a high of 442.46 and a low of 421.02, with data provided by Finnhub.io.
Mind you, I also think the techbros and others behind the current #AI #bubble aren't thinking that way. Even if they really believe they are creating sentient AI, they are also thinking they will OWN THAT AI. They won't have to pay it wages. They won't need to respect its feelings or give it time off for its hobbies.
And that is simply just another reason to hate them and everything they are doing…
If Roko's Basilisk ever does come about? It won't be people like me it tortures forever.
Thursday 12-11 #bubblewatch
Last night Asian and futures markets were bearish on Oracle due to their disappointing earnings report and I suggested if this continued once USA markets opened this morning the malaise could spread to other tech stocks.
And … yeah…
> Nasdaq slips to one-week low as Oracle reignites AI jitters. https://www.reuters.com/business/wall-street-futures-slide-oracles-forecast-revives-ai-bubble-fears-2025-12-11/
This isn't the #AI #bubble popping. Yet. But the smarter investors are slowly easing their money out while it's still over-inflated.
Friday 12-12 #bubblewatch
The market rallied a bit by EOD yesterday, but that evaporated when it opened this morning, followed by tech stocks hitting two-week lows. Oracle and other #AI #bubble concerns were a big reason.
> Wall St slides as inflation worries, AI bubble fears spook investors. https://www.reuters.com/business/nasdaq-sp-500-futures-slip-broadcom-outlook-reignites-ai-bubble-fears-2025-12-12/
We might be edging our way up to the tipping point!
(I might need to post an update today once the USA markets close.)
More:
@ChrisMayLA6 has an interesting chart showing one significant difference between the current #AI #bubble compared to both the 2000 Tech bubble and the 1989 Japan Finance bubble.
Of course this chart only includes big players with track records, which is fair. But a bit misleading for the AI bubble because the big players this time (aside from Tesla) were priced down in a way similar to IBM in previous bubbles. While smaller players are priced stupid high.
Monday 12-15 #bubblewatch
The entire market is down right now, although tech stocks are down more because they got a head start last week over Oracle and Broadcom earnings reports.
> Wall St indexes subdued as investors position for busy week of data. https://www.reuters.com/business/wall-st-futures-edge-higher-start-data-packed-week-2025-12-15/
One reason Oracle is down is their heavy use of 'Credit Default Swaps' spooked investors. But it's not just Oracle – CDCs are integral to the data center buildout of the #AI #bubble.
Wednesday 12-17 #bubblewatch
I'm not saying the #AI #bubble is popping and I don't think it is popping quite yet. But when it does? It will start out like this…
> Wall Street falls as AI funding jitters hit tech stocks. https://www.reuters.com/business/media-telecom/wall-st-futures-inch-higher-investors-eye-more-data-geopolitics-2025-12-17/
There's been a lot of bad news lately, including more for Oracle, as a major data center project is on the rocks.
> Oracle says Michigan data center project talks on track without Blue Owl. https://www.reuters.com/technology/oracles-10-billion-michigan-data-center-limbo-after-blue-owl-funding-talks-stall-2025-12-17/
Friday 12-19 #bubblewatch
And the tech stock rally continues, although two things:
1. I don't think most tech stocks made up for losses earlier in the week
2. This rally is on the back of a strong earnings forecast from Micron Technology today – and said forecast is based on continued #AI #bubble spending; expect analysts to call this out on Monday
> Wall St ends higher as tech rally continues, led by Micron. https://www.reuters.com/world/china/futures-edge-higher-tech-rebound-nike-slumps-china-pain-2025-12-19/
Thursday 1-8 #bubblewatch
When the market reflects political/social world realities in the darkest way possible. But it does make one wonder if the only thing holding back the #AI #bubble from bursting was a lack, until now, of somewhere else equally terrible for that money to go.
> Wall Street mixed as tech dips and defense stocks rally. https://www.reuters.com/business/us-stock-futures-dip-defense-firms-climb-up-trump-budget-plans-2026-01-08/
Grrr. Fixing the thread again!
Wednesday 1-14 #bubblewatch
Most market sectors recovered from yesterday's declines, with the exception of Financial and Tech. The Financial losses have a clear reason (see up-thread), but Tech stock valuations wouldn't be affected by that. For now I'm assuming it's more early #AI #bubble investors moving their profits to safer investments, like arms manufacturers.
> Wall St skids after mixed results from big banks; tech stocks retreat. https://www.reuters.com/business/wall-street-futures-decline-ahead-big-bank-earnings-2026-01-14/
Thursday 1-15 #bubblewatch
And today Finance and Tech sectors are recovering as well. In the case of Tech, this is mostly because chipmakers are predicting record profits this year because of #AI. So it's really just more #bubble talk and some segment of the market is still believing it.
> Wall Street rebounds as banks gain following results; chips rally with TSMC. https://www.reuters.com/business/wall-st-futures-rise-tsmc-sparks-semiconductor-rally-financial-earnings-deck-2026-01-15/
Friday 1-16 #bubblewatch
Mixed trading today. Tech values still buoyed by chipmaker profit predictions … and chipmaker profit predictions still based on assuming the #AI #bubble keeps expanding.
Anyone who thinks the market is always rational has a hole in their head.
> Chip stocks lift S&P 500 in volatile trading ahead of long weekend. https://www.reuters.com/business/wall-st-futures-rise-chipmakers-advance-end-choppy-week-2026-01-16/
Related: Interesting article pointing out the #AI #bubble carries political risks as well.
> ‘Show me the money’ time for AI as political risks loom. If investors start to lose faith in AI, it could dent economic growth and put more pressure on the GOP in the midterms. https://www.politico.com/news/2026/01/16/ai-money-political-risk-00733145
Thing is? Even if the bubble doesn't pop, it's unlikely the #genai sector is going to be profitable this year; if ever. Has anyone done a serious cost analysis of AI usage per prompt?
When the market as a whole looks bad money tends to flee to blue-chip Industrial and Energy stocks. Right now the biggest single sector of the market is the #AI #bubble. And major holders of AI stocks include European retirement and sovereign funds. So if the market looks hinky to them they now have two good reasons to sell and sell quickly.
Meaning, even if it's only those stockholders selling, the AI sector tumbles.
So, will the bubble pop this week? I don't know.
[contd]
"As a technology writer, I'm supposed to be telling you that this bet will some day pay off, because one day we will have shoveled so many words into the word-guessing program that it wakes up and learns how to actually do the jobs it is failing spectacularly at today. This is a proposition akin to the idea that if we keep breeding horses to run faster and faster, one of them will give birth to a locomotive."
~ Cory Doctorow
"According to a study from MIT, 95 percent of businesses have seen zero return on any of their investments in AI technology yet. It seems the only jobs AI robots have actually taken so far are 'student who was supposed to write their own term paper,' 'lawyer who was supposed to write their own briefs,' and 'Adobe Photoshop child-undresser.'”
~ Marcie Jones
#AI #economy #jobs #bubble #TechBros #SiliconValley #broligarchy
/1
"Microsoft chief executive Satya Nadella has warned that artificial intelligence (AI) risks becoming a speculative bubble unless its use spreads beyond big tech companies and wealthy economies.
Mr Nadella on Tuesday said that the long-term success of the fast-developing technology would depend on it being used by a broad range of industries as well as on uptake outside of the developed world."
~ Melissa Heikkilä
]Similar}(https://infosec.space/@kkarhan/115935039765414745) to #VR, "#AI" will also inevitably die as #bubble because #humans genuinely want to #learn and know how stuff works and be able to #fix stuff.
- They may not want to do it themselves, but they want to have the #freedom to do so or choose whom to do it for them...
And that, if not the #unsustainable #growth demands to #ROI, will kill the #AIbubble for good!
- When that happens, I really hope the angry people on the streets loosing everything will just be content to sentencing the AI #scammers and #grifters to Lifelong #CommunityService to #UndoHarmCaused but I'm pretty shure they'll not be content with #AssetForfeilture but literally try to #EatTheRich instead of #starving if they don't choose to #AbolishCapitalism in time...
AodeRelay boostedSeriously, the "#Analysts" expecting >50% of the human race to live in #VR by 2030 should be fired for being criminally incompetent, if not roped up in #PumpAndDump #scamming their employer.
- Really shows how #Banksters are out of touch not just with #reality but #humanity in general.
#Greedflation #Enshittification #NSAbook #Facebook #Meta #StasiBook #HorizonWorlds
It’s finally happening. The Ouroboros is complete.
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A snapchat screenshot labelled “Gonna throw up”. It shows a ChatGPT session. The last question asked is: “Are you absolutely sure about the above?” ChatGPT responds by repeatedly “searching the web” and coming back with “The web search keeps giving me generic AI-generated responses. Let me try again…” and coming back with more AI-generated responses.
I've just received indisputable proof that the AI bubble will, in fact, pop in 2026.
"Forget all the bubble talk — here’s why you need to own AI stocks in 2026" - Jim Cramer
Venting: Tech, Enshittification, the reality of Shitcoins [SENSITIVE CONTENT]
Against #PopularBelief, #ProofOfStake is quite often even worse than #ProofOfWork when it comes to #Cryptocurrencies.
- The amount of #resources a single #Ethereum (and espechally #Solana) #Validator demand is absurd, and the #ROI (by #fees) is worse than if they used the same rigs to mine #Monero!
At least unlike #Bitcoin these #PoS #Shitcoins don't do #ASIC|s and thus create a shitton of #eWaste.
- A dedicaded server 'abused' for that workload can still be used for proper computing!
It's just absurd that these businesses burn through #NVMe-#SSD|s and saturate Gigabit-NICs...
- Meanwhile the next #scam - #bubble ("#AI") is being rode through the town and shoved into everyones' faces despite explicitly refusing to #consent!
https://www.youtube.com/watch?v=YQ_xWvX1n9g&t=1629
#Cryptocurrency #Enshittification #CryptoBros #PoW #Shitcoin #WTF #IT #Greedflation
Yeah, we all want to go #LazerEyes on those "#AI" grifters, Steve...
https://www.youtube.com/watch?v=NHO9UtvTPSA
#GamersNexus #Enshittification #AIslop #AIbubble #Bubble #ScamEconomy #AIscam #Scammers #Greed #GAFAMs #nvidia #OpenAI #Palantir #Fascism #Cyberfascism #Micron #Samsung #SKhynix
#Verschwörungstheorie: Die #USA führen systematische #Sabotage gegen #Europa, die #EU & den #Euro durch, weil der Euro die #US-Hegemonie der #Petrodollar schwächt
- Denn wenn #USD nicht mehr de-facto #Öl-Währung ist würden viele Staaten konsequent auf Euro als Reservewährung umstellen...
Deshalb wird ja auch bewusst mit #Nebelkerzen gegen den Euro opportuniert, da die US-#Wirtschaft quasi zerbröckelt und das einzige "#Wirtschaftswachstum" von "#AI" - #Bubble, #GAFAMs und anderen, nicht-nachhaltigen #Scams ausgeht.
- #Trump's Regime sorgt bereits jetzt für #Panik bei #Edelmetallen, mit #Silber bei fast $72 pro Feinunze, mit >140% Wertsteigerung binnen eines Jahres...
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Kursverlauf Silber Feinunze [XAG] in USD, mit einem stark ansteigeden Kursverlauf von >150% peak und >140% aktuell gegenüber dem Vorjahreswert
🤡 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
🫧 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 ｣
We should be using all the copper we possibly can to electrify the world as fast as possible.
Instead tech-bros are like: “Ooo lets use all the everythings to build idiotic slop machines.”
#AI #Copper #Electricity #EndFossilFuels #LLM #Bubble #climateEmergency
https://www.ctvnews.ca/business/article/how-tight-supply-ai-demand-propelled-copper-towards-us12000/?utm_source=flipboard&utm_medium=activitypub
@neilk how about:
"#AI" is just a #bubble meant to undermine #WorkerRights, destroy any #sustainable #economy, increase the #precaeiat, concentrate #wealth and make everyone but #billionaires suffer even more! ?
😅 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
The big banks are now afraid of the AI bubble:
https://finance.yahoo.com/news/wall-street-races-cut-risk-113000304.html
This is not a healthy economy.
#AI #GenAI #GenerativeAI #NVIDIA #bubble #AssetBubble #economy
All it'd take is one clever math result demonstrating you don't need absolutely gigantic neural networks trained on mind-bogglingly-huge datasets to achieve the AI goals of most companies, and NVIDIA's hardware dominance evaporates. Why would you spend thousands or tens of thousands of dollars on a GPU that uses 300 Watts of power when you could achieve the same thing with an ASIC or FPGA that uses 3 Watts? This is already true for many applications, but apparently it hasn't been widely realized yet. It'll be hard to ignore if/when it becomes true for the vast majority of applications. Which it could.