We’re in a bubble. Everybody says we’re in a bubble. You can’t say we’re not in a bubble anymore without sounding insane, because everybody is now talking about how OpenAI has promised everybody $1 trillion.
We’re in a bubble. Everybody says we’re in a bubble. You can’t say we’re not in a bubble anymore without sounding insane, because everybody is now talking about how OpenAI has promised everybody $1 trillion.
I think Nvidia and AMD will survive. Sure, their market to sell shovels to is going to collapse, but they’re not hundreds of billions of dollars in the hole. They’re just shovel sellers.
Apple is only spending what it can afford and hasn’t bet the house on it.
Microsoft, Twitter and Meta are dead men walking IMHO.
Any AI startup company is dust.