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These headlines look like something out of the twilight zone.
Corpo’s saying that it’s not a bubble in the face of this reminds me of “don’t look up” except more malicious.
Someone needs to shut that shit down- ASAP.
Leave it on long enough to fully kill FB, Insta, X, etc. THEN shut it down. We’re like 1/2 way there already
Lol bubble
AI companies make up 1/3 of the current stock market value in the US. Nvidia alone is 7% of the stock market. 92% of 2025 GDP growth in the US has been from AI. They will get bailed out.
I am at a loss to what that would even look like. The bubble popping would mean the admission of AI (LLMs) not having a viable path to usefulness or return, so then what would a bail out even be? Money? To what end, the bubble would have burst and the idea of AI (LLMs) being anything but a money pit would be what makes the bubble burst in the first place. Unless they can show a path to profit (they can’t) then the bubble will burst in time or continue in an endless zombie state where they just pretend that somehow AI (LLMs) are the future while burning capital. If it does go into a zombie state (as so many other things in the us market are becoming) then the whole market will just slowly fail as the “hype” turns into disappointment. The only reason that the zombie state would be preferable is that entities need to invest their money somewhere and maybe some other thing in the market can take AI (LLMs) place, but even then why bother bailing out anyone?
Investors could be bailed out. As in you invested 10e11$, so now the government gives you that money back.
I wanna say you’re wrong, because AI is absolutely not an essential service - like say a water or power company failing would be (or arguably banks). But knowing how deeply the AI tech bros have sucked up to and supported Trump I have to sigh and agree with you that they will probably be rescued from their own stupidity by the taxpayer.
I think they’re too big to bail out at this point
Also, no one wants US bonds right now, so we couldn’t borrow our way out of it even if we wanted to. We’d just have to print like a trillion or more dollars all at once
With the financial genius in the white house, I wouldn’t rule that out.
How do I short a currency?
You buy foreign currency and then sell it back for USD when you want to realise it.
sell it back for USD
Therein lies the rub; I’m not starting with USD, nor do I want to be
Gold, commodities, etc.
You could always play the foreign exchange market. It’s an interesting idea, usually quite stupid, but if you get the timing of the USD collapse right, there’s money to be made.
Buy another.
The only possible customer for committed datacenter projects is the US government. the bailout is just buying all the datacenter time… because if not, China wins. Amazon, despite no congressional appropriations yet, has announced $50B datacenter to supply government customers.
China wins what? Except if they already won by far, they have similar AI, with similarly high costs and similarly low value, similarly not worth it. Either they also invest big and will crash just as hard, or they don’t and they’re just enjoying the show of US suiciding its economy through AI.
If you ever stream cable news in the background during business hours. experts will come on to tell you that if the US doesn’t bankrupt itself, then Russia or China wins. The only remaining hope for US economy seems to be to beat China at AI, because it can’t beat it at anything else. So, all the money for military, and AI to help military make Skynet, which will mostly be used to ensure establishment can control/kill Americans who don’t support Skynet for Israel supremacist rule over the US, is simply a continuation of the tautology of “all US money for militarist US establishment control over all of you”, but with more efficient AI.
I think you’re part right. I think they’ll attempt a bailout, but I don’t believe Trump’s appointments and the administration they’re creating have the skill to plan or execute a bailout (or admit to failure enough to identify that they need one in a timely manner)
They’re more likely to ram the economy full speed into rock bottom, then blame an outgroup (“the Democrats did this”) and pretend nothing could have been done.
they’ll try to get bailed out but you would have to bail out so many companies it’s not feasible. you cant just bail out one of these companies. they all propped their stock value up on each other, so unless you bail out every company in the tech sector, there will still be trillions of market cap wiped out.
this is a good thing though. it will mostly only affect those who are overly invested in ultimately unprofitable tech, and the rest of us will be able to buy cheap stock for companies affected like Google and Amazon that will be hit massively but obviously are not just gonna go out of business. it’s similar to the covid drop. sucked for rich people but for the average person it wasn’t a massive issue and even had money making opportunities attached to it as these big companies scrambled.
How. How does this work? They lose astronomical amounts of money. Without a prospect to ever make enough to be in plus, not even talking about paying off all the investments. How does this system work? I never understand. Same with US economy.
Well, the stock market on the whole is about gambling. Legalized gambling that fucks over small-time investors. So … why should long-term viability matter? The gamblers want their cash, that’s what they’re there for, and they don’t care about bankruptcy or mass economic collapse.
Yes, but the scale of this… We’re talking billions being poured into things that are not sustainable in any possible way and every investment into it will end up down the drain.
AI companies will try to worm their way inside governments around the world, to “enhance” them. Then they’ll become “essential” cost of running said governments, being “impossible” to remove without serious disruption.
sooner than later, “agentic AI” will replace the “employee cost burden”. I presume they’ll charge per AI agent and produce revenue at scale.
everything you see in politics nowadays is a race against the clock to create infrastructure to “deal with” the unwashed, unemployed, hungry masses. UBI is not going to win out over soylent green.
Here’s the first admission I’ve found of what’s on the way: https://fortune.com/2025/11/20/gen-z-college-grad-unemployment-could-hit-25-percent-warns-us-senator-unprecedented-disruption-ai/
UBI is not going to win out over soylent green.
Establishment prefers solylent green solution to unneeded slavery for sure. UBI is an obvious winning political platform, even though it does not provide the proponents with maximum political power, the way that bandaids on oligarchist supremacism still allows for supremacism and soylent green to rise as the solution.
Simply, the answer, is to reject establishment politics, including Bernie as controlled opposition proposing nonsense that gets shot down for its stupidity, instead of UBI.
Also, an MIT study released today, said 135m US jobs could be replaced with AI agents.
This all presumes that OpenAI can get there and further is exclusively in a position to get there.
Most experts I’ve seen don’t see a logical connection between LLM and AGI. OpenAI has all their eggs in that basket.
To the extent LLM are useful, OpenAI arguably isn’t even the best at it. Anthropic tends to make it more useful than OpenAI and now Google’s is outperforming it on relatively pointless benchmarks that were the bragging point of OpenAI. They aren’t the best, most useful, or cheapest. The were first, but that first mover advantage hardly matters when you get passed.
Maybe if they were demonstrating advanced robotics control, but other companies are mostly showing that whole OpenAI remains “just a chatbot”, with more useful usage of their services going through third parties that tend to be LLM agnostic, and increasingly I see people select non OpenAI models as their preference.
But, but… surely, the most important AI application of all time, my OpenAI girlfriend, who truly loves me beyond all monetization opportunities, will never be replaced by a hotter newer model.
Simple, you invest in the company, wait for the stock price to grow and sell before it collapses. Everyone knows it will collapse eventually but for now there’s still money to be made.
I think you just explained it to me so I finally understood. Thanks!
What if it’s not a publicly traded company like OpenAI?
You always have to think like a scammer. Sure, OpenAI isn’t public yet. But there are many other industries that are piggybacking on OpenAI and related services. So you can invest in them instead.
Same deal but you sell to other investors.
He who controls the spice, controls the universe.
Because companies don’t do R&D anymore, they fund startups and aquire them when they’re ripe
Being able to replace workers with AI is a holy Grail for capitalism, and so a ton of companies have poured their saved up “R&D funds” in order to get in early
This is peak bubble type news. AI is becoming rapidly more energy efficient. These events will be looked back on like pets.com reaching hundreds of millions and then dying.
okay lmao
Is it becoming useful yet?
I am a developer. While AI is being marketed as snake oil, the things they can do is astonishing. One example is it reviews code a lot better than human beings. It’s not just finding obvious errors but it catches logical error that no human would have caught.
I see people are just forming two groups. Those who thinks AI will solve everything and those who thinks AI is useless. Neither of them are right.
It’s not just finding obvious errors but it catches logical error that no human would have caught.
I’m not having the same experience.
Maybe reconsider which model you’re using?
Sometimes. As a tool, not an outsourced human, oracle, or some transcendent companion con artists like Altman are trying to sell.
See how grounded this interview is, from a company with a model trained on peanuts compared to ChatGPT, and that takes even less to run:
…In 2025, with the launch of Manus and Claude Code, we realized that coding and agentic functions are more useful. They contribute more economically and significantly improve people’s efficiency. We are no longer putting simple chat at the top of our priorities. Instead, we are exploring more on the coding side and the agent side. We observe the trend and do many experiments on it.
https://www.chinatalk.media/p/the-zai-playbook
They talk about how the next release will be very small/lightweight, and more task focused. How important gaining efficiency through architecture (not scaling up) is now. They even touch on how their own models are starting to be useful utilities in their workflows, and specifically not miraculous worker replacements.
Yes, as far as scalability, cheaper more efficient models can be used in applications which require thousands of uses a day.
lol
What’s your knowledge regarding LLMs, if any at all?
Fuck that. #ad
a good reminder that fiat currency is literally worthless or else these insane values would be impossible
I’m guessing by fiat you mean government issued currency that is not backed by precious metals but by faith and credit of the issuing government.
They call it fiat because a government just declares how much of it there is.
Blockchain tokens are also fiat in this sense, it’s just that the protocol makes the declaration instead of a government.
The other notable difference is that I can buy things with USD or other government currencies. I can’t with blockchain tokens. I mean technically I can but they have to be converted first and the popular ones are mostly depictionary so you’re deeply disincentivized from using them as currency.
The value of USD comes from people taking it in exchange for goods and services, and the US government taking it as payment for taxes. The value of a Bitcoin comes from people giving you USD for it under the assumption that they can sell it for more USD later. Like a stock, but without the incidental fractional ownership of a corporation with actual capital.
It’s a cool concept though, and peer-to-peer digital payment is a good thing, but it cannot function as a store of value without a connection to the material world.
Bitcoin is a pyramid scheme. I mined bitcoin in the early days when you could literally make 1 whole bitcoin in two weeks. The next two weeks I mined 0.3 bitcoins. That’s when I realized that it was a scam.
It’s not about facilitating peer-to-peer transactions like its proponents claimed. It’s about creating a huge money store. The more we use it the more inefficient it gets.
Well that’s not true, is it. The values are insane, but sometimes insane situations occur, for a while, until the bubble bursts. Until it does, money is money, and people will spend it on things.
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so it isnt free access. you want my email address and personal data in exchange for this “FrEe” article
> demands access to quality timely journalism and commentary
> refuses to pay for it
Quality? Timely? … I disagree, but to each their own.
temp-mail.org for email, lie for the rest.
[email protected] <- you can even use that account if you like, password is the same as the email.
Nah, fuck them. Ain’t wasting my time and giving these fucks any traffic to their site.
I like mailsac. Any user handle and no signup.
Tempmail is no signup as well.
Give us your data or: “$1 for 4 weeks Then $75 per month.”
Just $75 . What. The. Fuck.
Hmm. That matches my recent napkin math guessing where they would land.
It’s a little short of what they probably need, but they can always raise prices in a few months.
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Yeahhhhhno
The supermarket has free food. Just pay for it before you leave.
Skynet hungers
