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Joined 3 years ago
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Cake day: June 30th, 2023

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  • Well nVidia just sells the hardware to the AI companies, so even if the bubble pops, they won’t go bankrupt.

    Except all those companies are in an investor circle jerk with each other…

    If AI bursts it doesn’t just hurt nvidia’s sales of products used by AI.

    Nvidia has over $100 billion invested in OpenAI:

    https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html

    And even more billions invested in other AI companies. Because the AI companies can’t afford to buy what Nvidia is selling at the price.

    This means Nvidia “owns” a bunch of those AI companies, and can take loans out on the valuation…

    If AI goes bankrupt, all those investments are worthless, which means banks call in the loans that used it as collateral. It could easily wipe out Nvidia.

    It’s not just one surface level thing, even tho that’s all you seem to have thought of. You’re worried about a couple hundred million in sales like it’s not sitting next to 100 billion dollar loan.

    Like bro, come on man…





  • So…

    It’s not a bubble because…

    “This is the largest infrastructure build-out in human history,” Huang said of active and promised data center projects. "And so the AI bubble is, comes about because the investments are large. And the investments are large, because we have to build the infrastructure necessary for all of the layers of AI above it."

    It’s something we’re sinking money into soley because we’ve already been sinking money into it, and we don’t want anyone else to get ahead of us even though literally no one has found a way to monetize it enough to make back prior investments let alone new investments…

    Like, he knows that’s literally the definition of an economic bubble, right?

    Is he just trying to grift dumb rich investors, or does he legitimately not understand his company could go bankrupt literally at any moment if the investor class ever comes back to reality?




  • Democratic leaders did not state they would whip a vote to push all members to follow their “no” vote.

    It doesn’t matter if they try even…

    Neoliberal control for the last decade was predicated on the “victory fund” and their willingness to cut off funding to an entire state party if reps from that state didn’t vote how they wanted.

    Martin immediately started giving those funds back, and we’ve been in the largest reinvestment from the DNC to state parties for almost a year straight.

    Shcumer and Jeffries are completely toothless, and I think we’ll see both of them start claiming they agree with progressives more now. Not because they agree with it or anything, they just know they’re powerless to obstruct it anymore, and would rather keep up the appearance that they matter so lobbyists keep bribing them.





  • What?

    They didn’t ask any questions, they asked if there was anything else I should explain to them…

    (And to explain why that doesn’t make sense, is I have zero clue what else they don’t know)

    So I suggested they ask a question if they had any …

    And I legitimately don’t understand why you’d respond to that with:

    Oh noes! People trying to engage on a social network explicitly created to foster discussion!

    I just don’t understand what you are doing






  • It’s worked so well the past few elections.

    The last few elections had historically unpopular, zero charisma candidates who all had policy positions so far right, they weren’t just to the right of the dem voter base, they were to the right of the average American…

    Acting like anyone more liberal than Ronald Reagan was the problem is actively harmful, be cause yelling out voters to shut up and vote blue no matter who won’t actually solve anything.

    And as we saw with Biden, at a certain point the absence of more harm isnt enough.

    We need someone “progressive” enough to actually try and implement a solution.

    Even the voting members of the DNC realized that a year ago…