Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

Howard Marks: "AI will change the world, but this doesn't mean there won't be a bubble." This is why I invest exclusively in picks & shovels when it comes to AI. There'll likely be overbuilding, which means picks & shovels will make a lot of money: Compute and energy.

Oguz Erkan

114,648 subscribers

81,095 görüntüleme • 7 ay önce •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

Professor Jiang: “The AI bubble is about to burst, which means they are about to engineer a financial crisis in America. In a year’s time you’ll have massive unemployment, you’ll have stock market collapse around the world. Companies will be going bankrupt, it’ll be super expensive to fly, there will be energy lockdowns all around the world, and that I think will be the biggest story of 2027.”

AutisticClips

55,205 görüntüleme • 1 ay önce

"It just doesn't compute. And I think when things like this don't compute, it means that there is going to be a very fast reconciliation at some point, which is the Omega Candle and a fast run to $1 million [bitcoin]." - Samson Mow, CEO of JAN3

"It just doesn't compute. And I think when things like this don't compute, it means that there is going to be a very fast reconciliation at some point, which is the Omega Candle and a fast run to $1 million [bitcoin]." - Samson Mow, CEO of JAN3

THE Bitcoin Podcast

37,704 görüntüleme • 1 yıl önce

ELON MUSK: "My prediction is that there'll be far more robots, like intelligent robots, in the world than there will be people, and I think this is most likely to be a good thing, we always want to be a little paranoid, or certainly not complacent about the safety of robots, but I think it will usher in an age of not universal basic income, but universal high income."

ELON MUSK: "My prediction is that there'll be far more robots, like intelligent robots, in the world than there will be people, and I think this is most likely to be a good thing, we always want to be a little paranoid, or certainly not complacent about the safety of robots, but I think it will usher in an age of not universal basic income, but universal high income."

DogeDesigner

69,743 görüntüleme • 2 ay önce

Linus's views on AI: - “AI is clearly a bubble, but it will change how most skilled jobs get done.” - “Vibe coding is great for getting into programming, but it's a horrible thing to maintain.” - “I'm a huge believer in AI. I'm not a huge believer in the things around AI. I find the market and marketing to be sick. There is going to be a crash.”

Linus's views on AI: - “AI is clearly a bubble, but it will change how most skilled jobs get done.” - “Vibe coding is great for getting into programming, but it's a horrible thing to maintain.” - “I'm a huge believer in AI. I'm not a huge believer in the things around AI. I find the market and marketing to be sick. There is going to be a crash.”

Yuchen Jin

1,130,111 görüntüleme • 8 ay önce

ai will probably most likely lead to the end of the world, but in the meantime there will be great stand-up comedy

ai will probably most likely lead to the end of the world, but in the meantime there will be great stand-up comedy

Michaël Trazzi

243,862 görüntüleme • 2 yıl önce

.Mohamed A. El-Erian believes we are in a "rational" AI bubble: "The good news is that it's a construct that will make us more innovative, more competitive. The bad news is there will be tears, there will be losses because elements of it are elements of a bubble."

.Mohamed A. El-Erian believes we are in a "rational" AI bubble: "The good news is that it's a construct that will make us more innovative, more competitive. The bad news is there will be tears, there will be losses because elements of it are elements of a bubble."

Yahoo Finance

87,055 görüntüleme • 9 ay önce

We asked Brad Gerstner about the future of AI and America. "The age of AI is going to be the biggest supercycle of our lifetimes." "But it's going to lead to a lot of dislocation. The world will end up in a better place, but it doesn't mean that everybody ends up in a better place." "We need our best and brightest to rethink the social contract in a way that holds this fragile experiment (that is America) together." "We can't take for granted that we can go through this magnitude of change that AI is going to bring and that nothing will break."

We asked Brad Gerstner about the future of AI and America. "The age of AI is going to be the biggest supercycle of our lifetimes." "But it's going to lead to a lot of dislocation. The world will end up in a better place, but it doesn't mean that everybody ends up in a better place." "We need our best and brightest to rethink the social contract in a way that holds this fragile experiment (that is America) together." "We can't take for granted that we can go through this magnitude of change that AI is going to bring and that nothing will break."

TBPN

37,278 görüntüleme • 1 yıl önce

Jeff Bezos believes that AI is an “industrial bubble”, which means every type of company or experiment — good idea or bad idea — will get funded. Even if investors don’t make money, AI is very “real” and “will change every industry”. He cites biotech bubble in 1990s: investors as whole lost money but society gained a number of life-saving drugs (similarly, the telecom bubble resulted in a massive cable buildout we still use).

Jeff Bezos believes that AI is an “industrial bubble”, which means every type of company or experiment — good idea or bad idea — will get funded. Even if investors don’t make money, AI is very “real” and “will change every industry”. He cites biotech bubble in 1990s: investors as whole lost money but society gained a number of life-saving drugs (similarly, the telecom bubble resulted in a massive cable buildout we still use).

Bearly AI

655,806 görüntüleme • 10 ay önce

Trump: "AI is based on information. I hope they're right about information. I don't know. You've gotta make a lot of money to-- there's gotta be a lot of information out there, but that seems to be pretty hot. We're leading the world on information on AI."

Trump: "AI is based on information. I hope they're right about information. I don't know. You've gotta make a lot of money to-- there's gotta be a lot of information out there, but that seems to be pretty hot. We're leading the world on information on AI."

Aaron Rupar

98,748 görüntüleme • 10 ay önce

There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.

There’s a lot of discussion in the markets about whether there’s an AI bubble. Here I walk through a definition of a bubble, why people normally miss bubbles, why AI is likely a bubble, and what the implications are.

Brandon Carl

15,131 görüntüleme • 3 ay önce

#WATCH | Delhi: #IndiaAImpactSummit2026 | CEO of OpenAI, Sam Altman says, "It is amazing to be here, obviously the work happening in India and the adoption of AI is leading the world, and I can't wait to see what goes next. This will be one of the biggest markets for AI in the world, and I think India will have a huge amount of influence... It (AI) will definitely impact the job market, but we always find new things to do, and I have no doubt we will find lots of better ones this time."

#WATCH | Delhi: #IndiaAImpactSummit2026 | CEO of OpenAI, Sam Altman says, "It is amazing to be here, obviously the work happening in India and the adoption of AI is leading the world, and I can't wait to see what goes next. This will be one of the biggest markets for AI in the world, and I think India will have a huge amount of influence... It (AI) will definitely impact the job market, but we always find new things to do, and I have no doubt we will find lots of better ones this time."

ANI

242,416 görüntüleme • 5 ay önce

Kevin O’Leary: “I think the new play is energy” How do you supply enough energy to advance the economy and all this AI demand? With the AI buildout requiring 100+ gigawatts of power and compute, it’s clear there will be massive winners across energy, data centers, and hardware

Kevin O’Leary: “I think the new play is energy” How do you supply enough energy to advance the economy and all this AI demand? With the AI buildout requiring 100+ gigawatts of power and compute, it’s clear there will be massive winners across energy, data centers, and hardware

Small Cap Snipa

57,806 görüntüleme • 5 ay önce

Friends this is not the time to fear ai 🤖 this is the time to be curious and play with it and understand it … please 🙏 don’t put your head in the sand … there is so much you can’t control when it comes to ai 🤖 and how it will play out … but there is a lot you can control on how you work with it and use it to build something for you and your family !!! Pls If you’re finally ready to not be scared of ai pls leave a 🤖 emoji in the the chat

Friends this is not the time to fear ai 🤖 this is the time to be curious and play with it and understand it … please 🙏 don’t put your head in the sand … there is so much you can’t control when it comes to ai 🤖 and how it will play out … but there is a lot you can control on how you work with it and use it to build something for you and your family !!! Pls If you’re finally ready to not be scared of ai pls leave a 🤖 emoji in the the chat

Gary Vaynerchuk

15,342 görüntüleme • 9 ay önce

This is what Riggy G means when he says he will lead a political mobilization never seen before in the history of independent Kenya , now it will be double of this to make Ruto a wantam President & save Kenya.

This is what Riggy G means when he says he will lead a political mobilization never seen before in the history of independent Kenya , now it will be double of this to make Ruto a wantam President & save Kenya.

Murage Ngunjiri

16,923 görüntüleme • 2 ay önce

📊🆕 Tesla just guided for $25B in CAPEX this year That will be the highest ever & cause the company to begin burning cash This is a massive change in $TSLA's capital allocation strategy to invest in AI & robotics 👀👀👀 Will they eventually need to raise capital? 💵

📊🆕 Tesla just guided for $25B in CAPEX this year That will be the highest ever & cause the company to begin burning cash This is a massive change in $TSLA's capital allocation strategy to invest in AI & robotics 👀👀👀 Will they eventually need to raise capital? 💵

Gali

24,341 görüntüleme • 3 ay önce

Arthur on why he called Q1 a no trade zone and why AI deflation was the real risk nobody was pricing in "10% to 20% of the workforce getting let go because of AI efficiencies means high consuming individuals can no longer service their debts and no longer buy the things that run the American economy" "I know eventually there will be a crisis and they will print enough money to make me whole. But why would I be adding risk at this particular point in time"

Arthur on why he called Q1 a no trade zone and why AI deflation was the real risk nobody was pricing in "10% to 20% of the workforce getting let go because of AI efficiencies means high consuming individuals can no longer service their debts and no longer buy the things that run the American economy" "I know eventually there will be a crisis and they will print enough money to make me whole. But why would I be adding risk at this particular point in time"

Laura Shin

80,429 görüntüleme • 3 ay önce

Masai & Schmitz said they wouldn’t skip steps when it comes to building around Cooper Flagg Trading draft picks for a 35-year-old Kawhi Leonard feels like skipping steps I don’t think this will happen… but there is a wildcard at play here

Masai & Schmitz said they wouldn’t skip steps when it comes to building around Cooper Flagg Trading draft picks for a 35-year-old Kawhi Leonard feels like skipping steps I don’t think this will happen… but there is a wildcard at play here

All Things Mavs | Jimmy C Hoops

25,105 görüntüleme • 1 ay önce

xAI’s Grok 5 will be the smartest AI in the world by a significant margin and will be coming in Q1 2026. It will be something really special and I can’t wait to try it out! “Grok 5, I think, will be the smartest AI in the world by a significant margin on every metric without exception. I might be wrong, but I think that will be the case. And that will be in Q1 some time. Grok 5 is the first time where I thought we have a non-zero chance of achieving artificial general intelligence. Not that it’s a high chance, I factored in like 10% chance. Which still means 90% chance that we don’t. But I never thought that before.”

xAI’s Grok 5 will be the smartest AI in the world by a significant margin and will be coming in Q1 2026. It will be something really special and I can’t wait to try it out! “Grok 5, I think, will be the smartest AI in the world by a significant margin on every metric without exception. I might be wrong, but I think that will be the case. And that will be in Q1 some time. Grok 5 is the first time where I thought we have a non-zero chance of achieving artificial general intelligence. Not that it’s a high chance, I factored in like 10% chance. Which still means 90% chance that we don’t. But I never thought that before.”

Teslaconomics

63,229 görüntüleme • 9 ay önce

Ray Kurzweil says AI will be making most of our decisions within a few years — and it'll feel so natural that no one will be able to undo it By 2029, you won't be able to tell the difference between humans and AI "you won't know which is which"

Ray Kurzweil says AI will be making most of our decisions within a few years — and it'll feel so natural that no one will be able to undo it By 2029, you won't be able to tell the difference between humans and AI "you won't know which is which"

Haider.

16,274 görüntüleme • 2 ay önce