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From $25M to $70M in 3 years! No dev team. Just one non-technical builder with Bubble. Simon-klobas helped a construction company replace 5 disconnected SaaS tools that couldn't talk to each other with a custom app on Bubble. He connected the entire workflow: site managers to executives to finance.... show more

Matt Graham

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46,137,930 views • 5 months ago •via X (Twitter)

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RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.

RAY DALIO JUST SAID HE THINKS THE AI BUBBLE IS GOING TO POP On Bloomberg, he laid out exactly when, why, and how he sees it happening. He also compared the current market to two specific years: "We are right now rising closer to, not at, the same level in 2000 and the same level in 1929, a specific level where you say, oh no, here's the one that we really need to worry about." On all tech revolutions: "All great technology changes produce bubbles. And the reason they produce bubbles is because nobody can get it exactly right." On the mechanism that pops bubbles: "There's a bubble, and then there's the pricking of the bubble. The pricking of the bubble happens when there's a need for wealth to be sold to get the money." On the wealth gap that comes with it: "A very small percentage of the population is going to do unbelievably and a lot of people won't." On a political solution: "I'm not optimistic on us working together to solve." He says the technology is real. The prices and the debt are the problem.

WOLF

183,702 views • 2 months ago

NVIDIA CEO: WHAT ELON AND HIS TEAM ACHIEVED IS SUPERHUMAN “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the mount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon Musk and the X team did, and I'm really appreciative that he acknowledges the engineering work that we did with him and the planning work and all that stuff, but what they achieved is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Source: Jensen Huang on Bg2 Pod, October 13, 2024

NVIDIA CEO: WHAT ELON AND HIS TEAM ACHIEVED IS SUPERHUMAN “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the mount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon Musk and the X team did, and I'm really appreciative that he acknowledges the engineering work that we did with him and the planning work and all that stuff, but what they achieved is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Source: Jensen Huang on Bg2 Pod, October 13, 2024

Mario Nawfal

1,677,489 views • 1 year ago

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Those calling this an “AI bubble” assume monetization efforts will not offset the capital being invested. What if the opposite happens after the initial monetization gap - revenue accelerates, profits begin to scale, and the market reprices AI companies dramatically higher. I shared my thoughts last week in my interview with Charles V Payne on why the biggest risk to investors is not that AI is in a bubble - but rather the opportunity cost of missing out. $NVDA

Beth Kindig

67,388 views • 9 months ago

Jensen Huang: Elon is superhuman. What he and the xAI team achieved is unbelievable. NVIDIA's CEO reflects on Elon Musk and the xAI team building Colossus, the world's fastest supercomputer, in just 19 days. He says any other company would take a full year. “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the amount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon and the X team did is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Jensen Huang, CEO of NVIDIA, Bg2 Pod, October 13, 2024

Jensen Huang: Elon is superhuman. What he and the xAI team achieved is unbelievable. NVIDIA's CEO reflects on Elon Musk and the xAI team building Colossus, the world's fastest supercomputer, in just 19 days. He says any other company would take a full year. “Building a massive factory, liquid-cooled, energized, permitted, in the short time that was done, that is superhuman. And, as far as I know, there's only one person in the world who could do that. Elon is singular in this understanding of engineering and construction and large systems, marshaling resources. It's unbelievable. And then, of course, his engineering team is extraordinary. The software team is great, the networking team is great, the infrastructure team is great. Elon understands this deeply. And from the moment that we decided to go, the planning with our engineering team, then all of the infrastructure, all of the logistics and the amount of technology and equipment that came in on that day, to training, 19 days. Incredible. So, I think what Elon and the X team did is singular. Never been done before. Just to put in perspective, 100,000 GPUs, that's easily the fastest supercomputer on the planet, as one cluster. A supercomputer that you would build would take normally three years to plan, and then they deliver the equipment, and it takes one year to get it all working. We're talking about 19 days.” Jensen Huang, CEO of NVIDIA, Bg2 Pod, October 13, 2024

ELON CLIPS

244,469 views • 1 year ago

Mark Cuban watching AI repeat the exact same pattern as dot com bubble: "if there's a price performance curve on AI that minimizes the power requirements there's going to be a lot of data centers that are going to be turned into pickleball courts" this is him explaining why he thinks most VCs and funds are about to get wiped out, why CEOs have no idea what's coming, and what the dot-com bubble taught him about what happens when everyone prices to perfection "it's not the traditional dot-com bubble - but it could just destroy a lot of VCs and a lot of funds and a lot of PE - because they're going all in" "CEOs have no clue what is going on with AI - none whatsoever - and that's not going to change" "every single business plan ever written in the history of business plans is wrong" bookmark & watch the full conversation ↓

Mark Cuban watching AI repeat the exact same pattern as dot com bubble: "if there's a price performance curve on AI that minimizes the power requirements there's going to be a lot of data centers that are going to be turned into pickleball courts" this is him explaining why he thinks most VCs and funds are about to get wiped out, why CEOs have no idea what's coming, and what the dot-com bubble taught him about what happens when everyone prices to perfection "it's not the traditional dot-com bubble - but it could just destroy a lot of VCs and a lot of funds and a lot of PE - because they're going all in" "CEOs have no clue what is going on with AI - none whatsoever - and that's not going to change" "every single business plan ever written in the history of business plans is wrong" bookmark & watch the full conversation ↓

Сarm1ne

691,834 views • 1 month ago

Jeff Bezos built a trillion dollar company on infrastructure paid for by people who went bankrupt. And he just explained why it’s about to happen again with AI. In the 1990s, companies poured billions into laying fiber optic cable across the planet. Every one of them went broke. Bezos: “All of that fiber optic cable that got laid, and by the way, the companies who laid all that cable went out of business.” They died. The cable stayed. And it became the foundation of everything that followed. Now it’s happening again. Six people. No product. They started yesterday. $20 billion valuation. Bezos: “Investors don’t usually give a team of 6 people a couple of billion dollars with no product. It’s rare. And that’s happening today.” Everyone sees this and screams bubble. Bezos sees the same thing and recognizes something older. There are two kinds of bubbles. A financial bubble, like 2008, is pure destruction. Capital vanishes. Society inherits the crater. An industrial bubble runs on entirely different logic. Bezos: “This is a kind of industrial bubble, as opposed to financial bubbles.” The 90s biotech boom burned through billions. Stocks collapsed. Companies disappeared. The drugs they created are still saving lives today. Bezos: “As a group, they all lost money. But we did get a couple of life saving drugs.” The investors lose. The inventions remain. Every single time. Most AI companies being funded right now won’t exist in five years. The people writing the checks already know it. They are not confused. They are not reckless. They are financing infrastructure the entire world will inherit. Bezos: “The benefits to society from AI are going to be gigantic.” 25 years ago, no one could have predicted what the internet would become. Least of all the people who laid the cable. They went broke before the world they built ever switched on. The AI bubble is not a sign that something has gone wrong. It is how civilization has always financed things too large for any rational person to justify. Every piece of technology you use without thinking was once someone’s life savings disappearing in real time. That is what a successful bubble looks like from the other side. You stop seeing it. It just becomes the world. The system only works because the builders believe they will be the exception. If they ever saw the pattern clearly, they would stop. And the future would stop arriving. Progress does not run on genius. It runs on brilliant people being catastrophically, necessarily wrong. The people who build the future have never been the ones who get to live in it. That is not a flaw in the system. That is the system.

Jeff Bezos built a trillion dollar company on infrastructure paid for by people who went bankrupt. And he just explained why it’s about to happen again with AI. In the 1990s, companies poured billions into laying fiber optic cable across the planet. Every one of them went broke. Bezos: “All of that fiber optic cable that got laid, and by the way, the companies who laid all that cable went out of business.” They died. The cable stayed. And it became the foundation of everything that followed. Now it’s happening again. Six people. No product. They started yesterday. $20 billion valuation. Bezos: “Investors don’t usually give a team of 6 people a couple of billion dollars with no product. It’s rare. And that’s happening today.” Everyone sees this and screams bubble. Bezos sees the same thing and recognizes something older. There are two kinds of bubbles. A financial bubble, like 2008, is pure destruction. Capital vanishes. Society inherits the crater. An industrial bubble runs on entirely different logic. Bezos: “This is a kind of industrial bubble, as opposed to financial bubbles.” The 90s biotech boom burned through billions. Stocks collapsed. Companies disappeared. The drugs they created are still saving lives today. Bezos: “As a group, they all lost money. But we did get a couple of life saving drugs.” The investors lose. The inventions remain. Every single time. Most AI companies being funded right now won’t exist in five years. The people writing the checks already know it. They are not confused. They are not reckless. They are financing infrastructure the entire world will inherit. Bezos: “The benefits to society from AI are going to be gigantic.” 25 years ago, no one could have predicted what the internet would become. Least of all the people who laid the cable. They went broke before the world they built ever switched on. The AI bubble is not a sign that something has gone wrong. It is how civilization has always financed things too large for any rational person to justify. Every piece of technology you use without thinking was once someone’s life savings disappearing in real time. That is what a successful bubble looks like from the other side. You stop seeing it. It just becomes the world. The system only works because the builders believe they will be the exception. If they ever saw the pattern clearly, they would stop. And the future would stop arriving. Progress does not run on genius. It runs on brilliant people being catastrophically, necessarily wrong. The people who build the future have never been the ones who get to live in it. That is not a flaw in the system. That is the system.

Dustin

84,842 views • 1 month ago

China’s EV Bubble Is Breaking - The Industry China Bet Everything On Is Now Failing. China already survived one massive bubble: real estate. Now it’s walking straight into another one, and this time, the consequences could be far worse. In this video, I break down why China’s electric vehicle boom is starting to crack beneath the surface. From overcapacity and brutal price wars to collapsing profit margins and hidden systemic risks, this industry may not be the growth engine everyone thinks it is. This isn’t just about cars. It’s about what happens when a country bets its entire economic future on one sector and that sector starts to fail. If the EV bubble bursts, the impact won’t stay in the auto industry. It will ripple through jobs, infrastructure, and ultimately, confidence in China’s entire economic model.

China’s EV Bubble Is Breaking - The Industry China Bet Everything On Is Now Failing. China already survived one massive bubble: real estate. Now it’s walking straight into another one, and this time, the consequences could be far worse. In this video, I break down why China’s electric vehicle boom is starting to crack beneath the surface. From overcapacity and brutal price wars to collapsing profit margins and hidden systemic risks, this industry may not be the growth engine everyone thinks it is. This isn’t just about cars. It’s about what happens when a country bets its entire economic future on one sector and that sector starts to fail. If the EV bubble bursts, the impact won’t stay in the auto industry. It will ripple through jobs, infrastructure, and ultimately, confidence in China’s entire economic model.

Ken Cao-The China Crash Chronicle

44,954 views • 4 months ago

Ray Dalio: “AI is eating everything… and it might eat itself.” Ray Dalio: “Right now it looks to me like AI basically is eating everything and it might eat itself.” “What I mean by that is not produce adequate profits.” “When we look at the bubble question on AI, what a lot of people don't realize in bubbles is that through all technologies, they think that they are betting on the technology when they buy the stocks in the companies.” “That's not true. There's a giant difference between the behavior of the companies and the behavior of the technologies.” “The norm is that a lot of companies won't survive at the start. Very small percentage, and they'll all fight and so on.” “But the technologies will go on and it'll be great. That has big implications.” ---------------------------------------------- Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Airwallex

Ray Dalio: “AI is eating everything… and it might eat itself.” Ray Dalio: “Right now it looks to me like AI basically is eating everything and it might eat itself.” “What I mean by that is not produce adequate profits.” “When we look at the bubble question on AI, what a lot of people don't realize in bubbles is that through all technologies, they think that they are betting on the technology when they buy the stocks in the companies.” “That's not true. There's a giant difference between the behavior of the companies and the behavior of the technologies.” “The norm is that a lot of companies won't survive at the start. Very small percentage, and they'll all fight and so on.” “But the technologies will go on and it'll be great. That has big implications.” ---------------------------------------------- Thanks to our partner for making this happen! Airwallex is a leading global payments and financial platform for modern businesses,offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Airwallex

The All-In Podcast

74,077 views • 5 months ago

"They're now just sitting back, listening to sports talk in the cities that they believe he could be playing in, laughing to see what kind of garbage is out there. They had a private meeting...they met with the commissioner. This is what I was told. They met with the commissioner and that they were irritated..." 🚨 Andy Baskin with the latest on what he was told on LeBron's announcement (on Baskin & Phelps) 👀

"They're now just sitting back, listening to sports talk in the cities that they believe he could be playing in, laughing to see what kind of garbage is out there. They had a private meeting...they met with the commissioner. This is what I was told. They met with the commissioner and that they were irritated..." 🚨 Andy Baskin with the latest on what he was told on LeBron's announcement (on Baskin & Phelps) 👀

92.3 The Fan

20,652 views • 1 month ago

Here’s the truth: I didn’t know how to code when I started Goodspeed I didn’t even have a technical co-founder. But I had ideas I wanted to launch. I wanted to make older adults entrepreneurs - because they have knowledge, skills, and value that often go untapped. Then I found Bubble. That moment shifted everything. 4 years on - I run Goodspeed - an AI-powered agency. We’ve built a SaaS tool for magicians. We’ve built a marketplace for care homes. We’ve helped enterprises launch internal tools. If you have an idea, you can bring it to life. The tools exist. I'm Harish - CEO of Goodspeed, an AI-powered software agency that builds with Bubble We help teams go from idea → product → scale, faster than ever. Want to build with us? Send me a DM.

Here’s the truth: I didn’t know how to code when I started Goodspeed I didn’t even have a technical co-founder. But I had ideas I wanted to launch. I wanted to make older adults entrepreneurs - because they have knowledge, skills, and value that often go untapped. Then I found Bubble. That moment shifted everything. 4 years on - I run Goodspeed - an AI-powered agency. We’ve built a SaaS tool for magicians. We’ve built a marketplace for care homes. We’ve helped enterprises launch internal tools. If you have an idea, you can bring it to life. The tools exist. I'm Harish - CEO of Goodspeed, an AI-powered software agency that builds with Bubble We help teams go from idea → product → scale, faster than ever. Want to build with us? Send me a DM.

Harish Malhi

16,188 views • 9 months ago

CHANYEOL TALKING ABOUT THE BEHIND STORY OF SEHUN SENDING 쌰갈 ON BUBBLE 😭 🍒: I don't know if this can be aired, but he suddenly asked "What is ssyagal?", so i explained it kindly to him, and all of a sudden, he sent "Ssyagal" on bubble...! CM: ㅋㅋㅋㅋㅋㅋㅋㅋ 🍒: He asked why people use ssyagal and all... i was also on bubble at that time in the practice room, and the fans were like, "Hey, stop Sehun" "Sehun said 'Ssyagal' just now" "He even brought up 'Bamti'" and things like those. So i told them i'm sorry, i was indeed the one who taught him that, but i told him not to send it on bubble, yet he still did... CM: *Dying of laughter* 😂🤣 🍒: Whenever i teach him things like that, he always asks, "Can i send it on bubble?" CM: Ah ㅋㅋㅋ but this time he didn't even ask and just sent it? 🍒: No, he did ask, and i told him "Hey, don't send that! Don't send that, really don't send that!" and then suddenly on my bubble, (fans were saying) "Sehun just said 'Ssyagal'" CM: ㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋ🤣🤣🤣 🍒: He's a really funny friend..

CHANYEOL TALKING ABOUT THE BEHIND STORY OF SEHUN SENDING 쌰갈 ON BUBBLE 😭 🍒: I don't know if this can be aired, but he suddenly asked "What is ssyagal?", so i explained it kindly to him, and all of a sudden, he sent "Ssyagal" on bubble...! CM: ㅋㅋㅋㅋㅋㅋㅋㅋ 🍒: He asked why people use ssyagal and all... i was also on bubble at that time in the practice room, and the fans were like, "Hey, stop Sehun" "Sehun said 'Ssyagal' just now" "He even brought up 'Bamti'" and things like those. So i told them i'm sorry, i was indeed the one who taught him that, but i told him not to send it on bubble, yet he still did... CM: Dying of laughter 😂🤣 🍒: Whenever i teach him things like that, he always asks, "Can i send it on bubble?" CM: Ah ㅋㅋㅋ but this time he didn't even ask and just sent it? 🍒: No, he did ask, and i told him "Hey, don't send that! Don't send that, really don't send that!" and then suddenly on my bubble, (fans were saying) "Sehun just said 'Ssyagal'" CM: ㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋㅋ🤣🤣🤣 🍒: He's a really funny friend..

큥베리 | Grace 💫

65,627 views • 4 months ago

AOC: Trump has been saying the economy is booming, but it’s really only seven tech companies. They’re driving this growth in just one sector: AI. So the entire economic growth can be tracked down to seven companies and their AI expansion. Forty percent of economic growth is attributed to these companies alone, and 80% of stock gains this year came from AI companies. People are justifying these levels of investment because of the promises CEOs make — that there will be a return on that investment. For a company like OpenAI, their valuation is based on the expectation that they’re going to figure out how to make a profit off this, and they haven’t. Generating this increased human dependency that can be mined — people’s deepest fears, emotional content — can all be mined for this empty promise that we’re getting from these companies in the pursuit of profit. The reason I bring all of this up is that the exposure to this industry and this investment, I fear, has reached broad levels of the American economy. We’re talking about 40% of growth being attributed to that sector alone, and it has not turned a profit. We’re talking about a massive economic bubble. Depending on the exposure of that bubble, we could be facing 2008-style threats to economic stability.

AOC: Trump has been saying the economy is booming, but it’s really only seven tech companies. They’re driving this growth in just one sector: AI. So the entire economic growth can be tracked down to seven companies and their AI expansion. Forty percent of economic growth is attributed to these companies alone, and 80% of stock gains this year came from AI companies. People are justifying these levels of investment because of the promises CEOs make — that there will be a return on that investment. For a company like OpenAI, their valuation is based on the expectation that they’re going to figure out how to make a profit off this, and they haven’t. Generating this increased human dependency that can be mined — people’s deepest fears, emotional content — can all be mined for this empty promise that we’re getting from these companies in the pursuit of profit. The reason I bring all of this up is that the exposure to this industry and this investment, I fear, has reached broad levels of the American economy. We’re talking about 40% of growth being attributed to that sector alone, and it has not turned a profit. We’re talking about a massive economic bubble. Depending on the exposure of that bubble, we could be facing 2008-style threats to economic stability.

Acyn

1,057,844 views • 9 months ago

Ross Coulthart: "I have talked to people in the Legacy UFO Program. They are working on recovered non human technology" 👽🛸 The investigative journalist says he has spoken in confidence with people working on recovered non-human technology programs for more than eight years. This is why he believes the public has been lied to. “We’ve been told for years that it’s nonsense that there is no recovered non-human technology” Coulthart states. He notes that private aerospace companies may now control what could be the most valuable technology on the planet through legal means.

Ross Coulthart: "I have talked to people in the Legacy UFO Program. They are working on recovered non human technology" 👽🛸 The investigative journalist says he has spoken in confidence with people working on recovered non-human technology programs for more than eight years. This is why he believes the public has been lied to. “We’ve been told for years that it’s nonsense that there is no recovered non-human technology” Coulthart states. He notes that private aerospace companies may now control what could be the most valuable technology on the planet through legal means.

Interstellar

18,631 views • 1 month ago

#RajaSaabTrailer ESTABLISHES ALL THE MORE THAT THIS ONE IS A BIGGIE AND A LOT MORE AMBITIOUS THAN ONE COULD HAVE IMAGINED #Prabhas is all set to kill it with this one and with #SanjayDutt as the antagonist and #ZarinaWahab in a role that she has never played before, #RajaSaab by director #Maruthi is now set for a good start on 9th Jan.

#RajaSaabTrailer ESTABLISHES ALL THE MORE THAT THIS ONE IS A BIGGIE AND A LOT MORE AMBITIOUS THAN ONE COULD HAVE IMAGINED #Prabhas is all set to kill it with this one and with #SanjayDutt as the antagonist and #ZarinaWahab in a role that she has never played before, #RajaSaab by director #Maruthi is now set for a good start on 9th Jan.

Joginder Tuteja

39,937 views • 7 months ago

Jeff Bezos just made the most counterintuitive argument in tech. An AI crash wouldn’t destroy the future. It would fund it. Jeff Bezos: “If we go back 25 years ago when the internet was in that bubble-ish moment, no one would have predicted a lot of the industrial benefits.” The dot-com bubble erased trillions in market value. Companies that raised hundreds of millions were gone within months. The money vanished. The infrastructure didn’t. Bezos: “All of that fiber optic cable that got laid, and by the way, the companies who laid all that cable went out of business.” Billions worth of fiber optic cable buried under oceans and across continents. Laid by companies that no longer exist. They went bankrupt. The cable stayed in the ground. Bezos: “Like literally went bankrupt. But the fiber optic cable was still there. And we got to use it.” Amazon. Google. Netflix. Uber. Every cloud platform. Every streaming service. All built on infrastructure paid for by dead companies. They funded the future. They just didn’t survive long enough to see it. That exact pattern is about to repeat. Hundreds of billions are flooding into AI infrastructure right now. Data centers. Chip fabrication. Power generation. Cooling systems. Some of the companies writing those checks will not exist in five years. The market will correct. Valuations will crater. The bubble narrative will be everywhere. And the infrastructure will still be standing. Data centers don’t vanish when the stock price hits zero. GPUs don’t disappear when the company folds. Power grids don’t downgrade when investors pull out. Every dollar being spent right now is permanently reshaping the physical world. It doesn’t matter which companies survive to use it. The bubble isn’t the risk. The bubble is the funding mechanism. The railroad bubble overbuilt track that connected a continent. The telegraph bubble laid wire that enabled global communication. The dot-com bubble buried fiber that carries the modern internet. Each time, the investors lost. Each time, civilization gained. AI is that same pattern running at a scale we’ve never seen. The crash will feel like a catastrophe. In hindsight, it will look like something else entirely. The largest involuntary infrastructure investment in human history. The companies that fail will have already served their purpose. The compute layer stays. And the survivors build on top of it. The question was never whether the AI bubble will pop. It’s who will be standing in the rubble with a blueprint.

Jeff Bezos just made the most counterintuitive argument in tech. An AI crash wouldn’t destroy the future. It would fund it. Jeff Bezos: “If we go back 25 years ago when the internet was in that bubble-ish moment, no one would have predicted a lot of the industrial benefits.” The dot-com bubble erased trillions in market value. Companies that raised hundreds of millions were gone within months. The money vanished. The infrastructure didn’t. Bezos: “All of that fiber optic cable that got laid, and by the way, the companies who laid all that cable went out of business.” Billions worth of fiber optic cable buried under oceans and across continents. Laid by companies that no longer exist. They went bankrupt. The cable stayed in the ground. Bezos: “Like literally went bankrupt. But the fiber optic cable was still there. And we got to use it.” Amazon. Google. Netflix. Uber. Every cloud platform. Every streaming service. All built on infrastructure paid for by dead companies. They funded the future. They just didn’t survive long enough to see it. That exact pattern is about to repeat. Hundreds of billions are flooding into AI infrastructure right now. Data centers. Chip fabrication. Power generation. Cooling systems. Some of the companies writing those checks will not exist in five years. The market will correct. Valuations will crater. The bubble narrative will be everywhere. And the infrastructure will still be standing. Data centers don’t vanish when the stock price hits zero. GPUs don’t disappear when the company folds. Power grids don’t downgrade when investors pull out. Every dollar being spent right now is permanently reshaping the physical world. It doesn’t matter which companies survive to use it. The bubble isn’t the risk. The bubble is the funding mechanism. The railroad bubble overbuilt track that connected a continent. The telegraph bubble laid wire that enabled global communication. The dot-com bubble buried fiber that carries the modern internet. Each time, the investors lost. Each time, civilization gained. AI is that same pattern running at a scale we’ve never seen. The crash will feel like a catastrophe. In hindsight, it will look like something else entirely. The largest involuntary infrastructure investment in human history. The companies that fail will have already served their purpose. The compute layer stays. And the survivors build on top of it. The question was never whether the AI bubble will pop. It’s who will be standing in the rubble with a blueprint.

Dustin

140,512 views • 4 months ago

Bill O’Reilly just RIPPED APART Jimmy Kimmel’s “freedom of speech” battle as nothing but BS. He turned the tables with one brutal fact that blows the left’s entire narrative to pieces: “Look, this [Trump v. Kimmel] story is bogus… The story is that Disney and Kimmel, for THREE YEARS, would not put on a non-liberal voice on his program.” “You talk about no freedom of speech and expression? That story has been totally ignored. And it’s not just ABC. It was CBS, NBC, MSNBC, and CNN. Okay? They will not put any non-liberal voice on the air.” “This whole freedom of speech BS is coming from the far left to make Kimmel a victim and to make Trump a villain when... they have BANISHED all traditional conservative thought and discourse on all of their programs. All of them… They don’t want non-liberal voices. That is Putin stuff!”

Bill O’Reilly just RIPPED APART Jimmy Kimmel’s “freedom of speech” battle as nothing but BS. He turned the tables with one brutal fact that blows the left’s entire narrative to pieces: “Look, this [Trump v. Kimmel] story is bogus… The story is that Disney and Kimmel, for THREE YEARS, would not put on a non-liberal voice on his program.” “You talk about no freedom of speech and expression? That story has been totally ignored. And it’s not just ABC. It was CBS, NBC, MSNBC, and CNN. Okay? They will not put any non-liberal voice on the air.” “This whole freedom of speech BS is coming from the far left to make Kimmel a victim and to make Trump a villain when... they have BANISHED all traditional conservative thought and discourse on all of their programs. All of them… They don’t want non-liberal voices. That is Putin stuff!”

The Vigilant Fox 🦊

625,708 views • 11 months ago

Anthony Davis says every team inside the NBA bubble met to decide whether to shut it down, but once LeBron James said the Lakers were staying, no other vote mattered “We actually had a meeting, and guys was like, ‘What y’all want to do? Want to shut this shit down?’ And everybody was looking at LeBron. We all in the room. CJ McCollum's hosting the meeting, and they like, ‘What y’all want to do?’” “You got every team in this room, and once they said, ‘All right, everybody vote. We’re going to let y’all talk to y’all team for about 10 minutes, and we’ll come back and everybody say what y’all want to do. The majority, that’s what we’re doing.’ When I say nobody discussed, all motherfuckers did was look to us like, ‘What the Lakers doing man? What you doing six?’” “So we get on the call with our people, with his team, and they’re like, ‘Man, look, it’ll be a good look for the league. Y’all got to stay. Y’all have to stay.’ But the NBA was like, ‘We’ll do these certain things to make sure that we’re taking care of the things that y’all are fighting so hard for inside the bubble’” “All right, cool. Bron said we’re staying. No other vote matters”

Anthony Davis says every team inside the NBA bubble met to decide whether to shut it down, but once LeBron James said the Lakers were staying, no other vote mattered “We actually had a meeting, and guys was like, ‘What y’all want to do? Want to shut this shit down?’ And everybody was looking at LeBron. We all in the room. CJ McCollum's hosting the meeting, and they like, ‘What y’all want to do?’” “You got every team in this room, and once they said, ‘All right, everybody vote. We’re going to let y’all talk to y’all team for about 10 minutes, and we’ll come back and everybody say what y’all want to do. The majority, that’s what we’re doing.’ When I say nobody discussed, all motherfuckers did was look to us like, ‘What the Lakers doing man? What you doing six?’” “So we get on the call with our people, with his team, and they’re like, ‘Man, look, it’ll be a good look for the league. Y’all got to stay. Y’all have to stay.’ But the NBA was like, ‘We’ll do these certain things to make sure that we’re taking care of the things that y’all are fighting so hard for inside the bubble’” “All right, cool. Bron said we’re staying. No other vote matters”

dank

1,127,056 views • 15 days ago

🦔 Bezos says AI is an "industrial bubble" not a "financial bubble," and that's supposed to make it okay. His argument: investors may lose money, but society still gets the inventions. Like the dot-com bust left us with the internet infrastructure. He's not wrong about the pattern. The dot-com crash left behind dark fiber that companies still use today. But notice the framing shift. We went from "it's not a bubble" to "it's a bubble, but it's the good kind." That's progress, I guess. My Take The guy with billions riding on AI telling you the AI bubble is actually fine is worth taking with some skepticism. Yes, some useful technology will survive whatever correction comes. But trillions in investment requires more than "useful." It requires world-changing returns to justify the spending. The real question is who pays for the difference between what was invested and what actually pays off. In the dot-com crash, retail investors and pension funds took massive losses. The infrastructure survived, but people's retirement accounts didn't. Bezos emerged from that wreckage as one of the richest people alive. When billionaires tell you bubbles can benefit society, ask who specifically benefits and who holds the bag. Hedgie🤗

🦔 Bezos says AI is an "industrial bubble" not a "financial bubble," and that's supposed to make it okay. His argument: investors may lose money, but society still gets the inventions. Like the dot-com bust left us with the internet infrastructure. He's not wrong about the pattern. The dot-com crash left behind dark fiber that companies still use today. But notice the framing shift. We went from "it's not a bubble" to "it's a bubble, but it's the good kind." That's progress, I guess. My Take The guy with billions riding on AI telling you the AI bubble is actually fine is worth taking with some skepticism. Yes, some useful technology will survive whatever correction comes. But trillions in investment requires more than "useful." It requires world-changing returns to justify the spending. The real question is who pays for the difference between what was invested and what actually pays off. In the dot-com crash, retail investors and pension funds took massive losses. The infrastructure survived, but people's retirement accounts didn't. Bezos emerged from that wreckage as one of the richest people alive. When billionaires tell you bubbles can benefit society, ask who specifically benefits and who holds the bag. Hedgie🤗

Hedgie

18,818 views • 7 months ago

There’s a disgusting lie about AI that Wall Street’s trying to hide from you. Nvidia’s stock has exploded over the last few years. Every quarter, they report massive revenue growth. It sounds great… until you hear the truth behind those numbers. Nvidia invested billions of dollars into AI startups. Those startups then use the same money to buy Nvidia’s AI chips. Nvidia recorded those purchases as revenue, and the stock kept rising. But the cash never left the ecosystem It just circled back to the company that funded it. And this goes far beyond Nvidia. Microsoft, OpenAI, Google, Anthropic, Amazon. These companies are all doing the same thing. They invest in each other and buy each other's products. Those purchases get counted as revenue. But the money is just moving inside the same small group of companies. Apollo, one of the world's top investment firms, studied this. They found zero evidence that AI is boosting profits outside the tech industry. Zero. Investors have valued these companies at trillions because they expect AI to make every industry more profitable. But now, the exact opposite is happening. We saw the same thing during the dot-com bubble. The companies making the most money were selling internet to each other. When the bubble burst, the NASDAQ fell 78%. It took 15 years to recover. The same pattern is starting to show up again. This is one of the four warning signs I covered in the thread below.

There’s a disgusting lie about AI that Wall Street’s trying to hide from you. Nvidia’s stock has exploded over the last few years. Every quarter, they report massive revenue growth. It sounds great… until you hear the truth behind those numbers. Nvidia invested billions of dollars into AI startups. Those startups then use the same money to buy Nvidia’s AI chips. Nvidia recorded those purchases as revenue, and the stock kept rising. But the cash never left the ecosystem It just circled back to the company that funded it. And this goes far beyond Nvidia. Microsoft, OpenAI, Google, Anthropic, Amazon. These companies are all doing the same thing. They invest in each other and buy each other's products. Those purchases get counted as revenue. But the money is just moving inside the same small group of companies. Apollo, one of the world's top investment firms, studied this. They found zero evidence that AI is boosting profits outside the tech industry. Zero. Investors have valued these companies at trillions because they expect AI to make every industry more profitable. But now, the exact opposite is happening. We saw the same thing during the dot-com bubble. The companies making the most money were selling internet to each other. When the bubble burst, the NASDAQ fell 78%. It took 15 years to recover. The same pattern is starting to show up again. This is one of the four warning signs I covered in the thread below.

Felix Prehn 🐶

44,470 views • 1 month ago