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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...

691,834 views • 1 month ago •via X (Twitter)

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Mark Cuban: “A lot of data centers will be turned into pickleball courts.” Mark Cuban: “What's happening now is the market leaders, Google, Meta. etc, they're borrowing hundreds of billions of dollars. And there's already a private credit problem right now. Just layer on private credit, and then you have these huge companies that have cash flow, but they're spending all their cash flow on CapEx, and then they're borrowing on top of that. That's planning for perfection. And that's going to be hard. And we're building these data centers, and 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. Everybody thinks that there's going to be so much more utilization. And there will be. It'll just scale like everybody expects. But there's going to be technological breakthroughs as well. Just like we saw fiber back in the day, it was all about putting in fiber. Then it went from 1GB fiber, to 10GB, to 100GB, and then there wasn't a fiber problem anymore. There wasn't a bandwidth problem anymore.” @jason: “It was quite the opposite. We had dark fiber that people bought for pennies on the dollar.” Cuban: “Just sitting there, right? And how is it not going to be the case that we don't get the same price performance improvements on the AI side and on the data center side?” ------------------------------ Thanks to our partners for making this possible! Most advertisers have never heard of the platform with an $11B annual run rate in ad spend. AppLovin Ads — 1B+ daily active users, full-screen video ads watched for a median of 35 seconds, and businesses are profitably spending hundreds of thousands of dollars a day on it. Advertiser access is in closed beta. The window is open at Starting a business? Northwest Registered Agent LLC gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at

The All-In Podcast

183,612 views • 1 month ago

Sam Altman says AI leaders have done a terrible job at communicating to the public: “The, ‘Dear peasants, we will bequeath upon you these gifts of a cure for cancer and material wealth and great entertainment, and you stop complaining, and we'll make all the decisions about the future and just trust us, we'll be benevolent dictators.’ That’s not good. Not good.” “A lot of the people building AI have been saying, ‘There's a 25% chance we're going to destroy the world, and yet we're going to race ahead to do it because otherwise those bad guys will do it first.’” “Or, ‘Man, this thing is going to be really terrible, and 50% of the jobs are going to go away in the next year, and we hope you all are okay, but it seems really scary.’” “We have not, as a field, done a very good job of explaining to people what the benefits are and how the downsides can be mitigated—and we certainly have not done a good job even if people have had answers like saying, ‘There's going to be UBI, or work will be optional.’” “There's been very little discussion from people about how and why it's important that people have more power and personal freedom in the world, not less. And that matters a lot to most people.” “The ability of people to influence their own future and collectively design where society is going to go, and the autonomy that comes with that, is very important. I don't think a lot of people in the AI field… they feel it for themselves, but they don't spend much time thinking about it, reflecting on or acknowledging how important that is to other people.”

David Senra

32,300 views • 21 days ago

Sam Altman on the most tone-deaf prediction being made by AI CEOs today: He pushes back on the gloomy predictions in the AI industry about mass unemployment. "I know some AI CEOs are saying things like 50% of the jobs are going to go away." Sam Altman finds this framing not just wrong, but tone-deaf: "To say nothing of how tone-deaf it is for someone to be saying my company's going to eliminate 50% of the jobs and my company is going to be the most valuable company in human history and you know how wonderful that's going to be and but 50% of you are going to lose your jobs." Instead, Altman points to a pattern that's played out before: "Jobs will go away. Jobs have gone away with every technological revolution. Jobs will change." To illustrate why productivity gains don't automatically translate to less work, he shares a conversation that stuck with him: "A thing someone said to me just yesterday that really stuck with me is I can use the new model GPT 5.5 in codex to accomplish in an hour what would have taken me weeks 2 years ago. And I thought I would have been much less busy in that world. Now you're doing work and I have never been busier in my life. I'm waking up in the middle of the night to do more work." Altman acknowledges the disruption ahead, but rejects the bleak version of the story: "I have no doubt that the economy is going to change a lot and jobs are going to change a lot and I think caution is warranted and I think rigorous debate about new social contracts, new economic systems are warranted as well. But I don't think it's like we're all going to sit around in a life without meaning and without work."

Big Brain AI

12,195 views • 4 months ago