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“Carnage on the way” as AI changes everything including effectiveness of cyber attacks/jobs market, and the bubble, says Cisco chief, who compares it to the dotcom boom and bubble, which his company was part of 25 years ago. MY BBC News (UK) exclusive with Chuck Robbins:

Faisal Islam

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17,110 Aufrufe • vor 5 Monaten •via X (Twitter)

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“There's likely to be a boom and a bubble,” says Fundrise CEO Benjamin Miller on the growth of AI. “We looked at all of the past waves of technology, PC mobile, internet cloud, and it looks like AI is likely to be about a $15 trillion market by the early 2030s.”

“There's likely to be a boom and a bubble,” says Fundrise CEO Benjamin Miller on the growth of AI. “We looked at all of the past waves of technology, PC mobile, internet cloud, and it looks like AI is likely to be about a $15 trillion market by the early 2030s.”

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$GOOGL CEO Sundar Pichai on the AI Bubble: "There is some irrationality in the current AI boom. The growth of AI investment has been an extraordinary moment. Asked what happens if the AI bubble pops, he said "I think NO company is going to be immune, including us." We can look back at the internet. There was clearly a lot of excess investment, but none of us would question whether the internet was profound. I expect AI to be the same. It is both rational and there are elements of irrationality through a moment like this. AI is the most profound technology humankind has worked on. It will evolve and transition certain jobs, and people will need to adapt... the people who will do well are people who learn how to use these tools." Source: BBC

$GOOGL CEO Sundar Pichai on the AI Bubble: "There is some irrationality in the current AI boom. The growth of AI investment has been an extraordinary moment. Asked what happens if the AI bubble pops, he said "I think NO company is going to be immune, including us." We can look back at the internet. There was clearly a lot of excess investment, but none of us would question whether the internet was profound. I expect AI to be the same. It is both rational and there are elements of irrationality through a moment like this. AI is the most profound technology humankind has worked on. It will evolve and transition certain jobs, and people will need to adapt... the people who will do well are people who learn how to use these tools." Source: BBC

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We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

Schwab Network

52,991 Aufrufe • vor 8 Monaten

📁 Bill Gates compared today’s AI boom to the Internet bubble: many investments will fail, but the impact will be so profound that it will transform the world. He described AI as “the biggest technical revolution” of his lifetime, with enormous economic potential, while warning about high energy demands and the inevitable impact on jobs.

📁 Bill Gates compared today’s AI boom to the Internet bubble: many investments will fail, but the impact will be so profound that it will transform the world. He described AI as “the biggest technical revolution” of his lifetime, with enormous economic potential, while warning about high energy demands and the inevitable impact on jobs.

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🚨 STOP AND LOOK AT THE CHART 🚨 This overlay says everything White candles represent the full dotcom cycle of 2000, growth and collapse As you can see, they align perfectly with the AI bubble price action right now And yes, history is about to repeat The reason isn't random In 2000 it was Cisco and Intel Every company rushed to buy chips for the internet revolution Then the buildout slowed, orders collapsed, and the companies that supplied the boom got hit hardest In 2025 it was Nvidia Every company rushed to buy chips for the AI revolution The buildout is slowing now too Different era, same mania, same index, same chart And you already know how the dotcom version ended If you've been following me closely you knew when and why S&P 500 would start correcting Many of my followers also took profit from the GOLD pump The next stock market updates will be the most important ones The reason is simple - we're entering a correction phase Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner

🚨 STOP AND LOOK AT THE CHART 🚨 This overlay says everything White candles represent the full dotcom cycle of 2000, growth and collapse As you can see, they align perfectly with the AI bubble price action right now And yes, history is about to repeat The reason isn't random In 2000 it was Cisco and Intel Every company rushed to buy chips for the internet revolution Then the buildout slowed, orders collapsed, and the companies that supplied the boom got hit hardest In 2025 it was Nvidia Every company rushed to buy chips for the AI revolution The buildout is slowing now too Different era, same mania, same index, same chart And you already know how the dotcom version ended If you've been following me closely you knew when and why S&P 500 would start correcting Many of my followers also took profit from the GOLD pump The next stock market updates will be the most important ones The reason is simple - we're entering a correction phase Turn on notifications and you'll realize how much valuable info you've been missing by not doing it sooner

NoName

901,926 Aufrufe • vor 20 Tagen

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. A huge AI bubble is inflating at incredible speed and is about to pop. This has happened before. 2000: Cisco was the king of the internet. Routers. Switches. Infrastructure. Everyone thought it would own the future. Then Cisco crashed -90% and never fully recovered. Now look at today: Nvidia is the god of AI. Chips. Data centers. Infrastructure. The entire market is now tied to one company. The Magnificent 7 control roughly 30% of the S&P 500. If Google, Microsoft, Amazon, and Meta don’t get real returns, they cut spending. If they cut spending, Nvidia orders collapse. If Nvidia collapses, the whole market follows. It’s a bubble built around one company. 2000 was Cisco. 2026 is Nvidia. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

🚨 SOMETHING VERY STRANGE IS HAPPENING The stock market keeps pushing to new all-time highs. But nobody is paying attention to what’s actually happening. A huge AI bubble is inflating at incredible speed and is about to pop. This has happened before. 2000: Cisco was the king of the internet. Routers. Switches. Infrastructure. Everyone thought it would own the future. Then Cisco crashed -90% and never fully recovered. Now look at today: Nvidia is the god of AI. Chips. Data centers. Infrastructure. The entire market is now tied to one company. The Magnificent 7 control roughly 30% of the S&P 500. If Google, Microsoft, Amazon, and Meta don’t get real returns, they cut spending. If they cut spending, Nvidia orders collapse. If Nvidia collapses, the whole market follows. It’s a bubble built around one company. 2000 was Cisco. 2026 is Nvidia. Remember, I’ve predicted all the market tops and bottoms for the last 15 years, including the exact Bitcoin bottom at $16,000 three years ago and the top at $126,000 in October. If you missed those calls, don’t worry. I’ll call the next one too. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

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The AI bubble burst will be worse than the dotcom bubble. None of these companies are profitable without government subsidies, or communism. IBM CEO Arvind Krishna says there is "no way" to turn a profit on the $8 trillion currently being committed to AI data centers. Krishna notes that at $80 billion per gigawatt, a company committing to 20-30 GW faces $1.5 trillion in CapEx, requiring $800 billion in annual profit just to cover interest and depreciation of chips that must be replaced every 5 years. 0/10 of the top AI startups are profitable!

The AI bubble burst will be worse than the dotcom bubble. None of these companies are profitable without government subsidies, or communism. IBM CEO Arvind Krishna says there is "no way" to turn a profit on the $8 trillion currently being committed to AI data centers. Krishna notes that at $80 billion per gigawatt, a company committing to 20-30 GW faces $1.5 trillion in CapEx, requiring $800 billion in annual profit just to cover interest and depreciation of chips that must be replaced every 5 years. 0/10 of the top AI startups are profitable!

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Happy birthday, Bubble Bobble! It was released exactly 40 years ago today, on June 16, 1986. The arcade version was absolutely brilliant, being one of the first games to have a coop-multiplayer option. It was also one of the the most ported arcade games in history, with over 20 ports to home computers and consoles, including even the legendary TI-84 Plus (primarily a calculator). The port that got the highest praise and came closest to the original arcade experience was the C64 version. Excellent graphics, one of the most recognizable tunes , and great gameplay make Bubble Bobble a timeless classic. My brother and I played the crap out of this one back in the day, and we still load it up on my old C64 when he comes for a visit. It's like riding a bike, you never forget how to play Bubble Bobble.

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exQUIZitely 🕹️

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🚨 SOMEONE SHOW THIS TO NVIDIA BULLS 🚨 Left chart: Cisco in 2000 Right chart: Nvidia in 2026 Take a minute and actually look at them In 2000 Cisco was the most important company in the world The internet was going to change everything. Everyone knew it. Everyone bought it They were right about the internet. Cisco still dropped 86% The same story is playing out today with AI and Nvidia Nobody is saying AI isn't real, BUT: - Warren Buffett sitting on record cash - Michael Burry publicly comparing this to 1999 - Insider selling at levels not seen in years The green candles make it hard to see what's coming That's exactly how every bubble works right before it ends NOTIFS ON!

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Farrukh

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We sat down with Gen. Paul Nakasone, Commander, U.S Cyber Command; Director of NSA/CSS, as shares his insight on the past five years of leading NSA and the opportunities ahead, including global competition and the future of AI. Watch a highlight below, then the full version here:

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Tonight join Tim and Bubble on Guizhou TV's #BeMyGuestS4 #GuizhouMemories, as Luna takes them to the home of painter Xu. Through his oil paintings, they look back on the Qiannan Incident, uncovering history from over 80 years ago and exploring #PatriotismInHistoricalRecords.

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