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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...

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Сarm1ne

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684,574 просмотров • 3 дней назад •via X (Twitter)

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MARK CUBAN: “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.”
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MARK CUBAN: “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.”

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Mark Cuban: A lot of these data centers are going to end up as pickleball courts. “Everybody thinks there’s going to be so much more utilization and there will be… but there’s going to be technological breakthroughs as well. Just like we saw with fiber. It went from 1GB to 10 to 100GB and then there wasn’t a fiber problem anymore. 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?”
1:38

Mark Cuban: A lot of these data centers are going to end up as pickleball courts. “Everybody thinks there’s going to be so much more utilization and there will be… but there’s going to be technological breakthroughs as well. Just like we saw with fiber. It went from 1GB to 10 to 100GB and then there wasn’t a fiber problem anymore. 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?”

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NEC Director Kevin Hassett: "The AI economy is moving much faster than the dot-com economy of the 90s, and the coaches that AI is producing are going to help make a lot of productive workers a heck of a lot of money."
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NEC Director Kevin Hassett: "The AI economy is moving much faster than the dot-com economy of the 90s, and the coaches that AI is producing are going to help make a lot of productive workers a heck of a lot of money."

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NEC Director Kevin Hassett: "The AI economy is moving much faster than the dot-com economy of the 90s, and the coaches that AI is producing are going to help make a lot of productive workers a heck of a lot of money."
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NEC Director Kevin Hassett: "The AI economy is moving much faster than the dot-com economy of the 90s, and the coaches that AI is producing are going to help make a lot of productive workers a heck of a lot of money."

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Mark Cuban says AI will split every company into 2 categories within 3 years "When it's all said and done over the next 3 years, there's going to be two types of companies. Those who are great at AI and those who went out of business" "The biggest challenge for a company is going to be for the CEO to make that decision that we're going to have to blow up a lot of what we do to recreate our company" "We hear a lot of stories about huge public companies that spend a lot of money to try to implement AI and it doesn't really get them a return on investment." "Because you already are running your business the way you've always run it." "The things you've considered outsourcing, your customer call centers, AI agents are perfect for. The stuff you would give to an intern, AI agents are perfect for" "But to really take advantage of AI you have to reformulate your business completely to build it on AI"
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Mark Cuban says AI will split every company into 2 categories within 3 years "When it's all said and done over the next 3 years, there's going to be two types of companies. Those who are great at AI and those who went out of business" "The biggest challenge for a company is going to be for the CEO to make that decision that we're going to have to blow up a lot of what we do to recreate our company" "We hear a lot of stories about huge public companies that spend a lot of money to try to implement AI and it doesn't really get them a return on investment." "Because you already are running your business the way you've always run it." "The things you've considered outsourcing, your customer call centers, AI agents are perfect for. The stuff you would give to an intern, AI agents are perfect for" "But to really take advantage of AI you have to reformulate your business completely to build it on AI"

Jaynit

196,612 просмотров • 2 месяцев назад

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.
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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.

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Mark Cuban says OpenAI will never see a return on $1 trillion "They'll never get it, they're just throwing away that money" "There's a lot of fud being put out about the spending, spend a trillion dollars because we need all this data center capacity. Well, the data center, the ability to process is going to get faster, cheaper. It's going to happen faster than people expect" "So a lot of the numbers they're throwing out there aren't going to come to fruition, which is why I say they're full of it. It's not going to happen"
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Mark Cuban says OpenAI will never see a return on $1 trillion "They'll never get it, they're just throwing away that money" "There's a lot of fud being put out about the spending, spend a trillion dollars because we need all this data center capacity. Well, the data center, the ability to process is going to get faster, cheaper. It's going to happen faster than people expect" "So a lot of the numbers they're throwing out there aren't going to come to fruition, which is why I say they're full of it. It's not going to happen"

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Jeff Bezos reveals why he thinks AI will cause a labor shortage, not mass unemployment "There's so many people who are afraid AI is going to take their job. I think there's going to be a labor shortage as a result" "All these smart people keep saying there's going to be no more radiologists because AI can read X-rays better, no more software engineers because AI can program better. These people are wrong" "What's really going to happen is it's going to elevate all of these people. You've been digging out a basement with a shovel, and somebody is about to hand you a bulldozer" "We're going to have so much productivity that a lot of people with two-earner income households, one of them is going to drop out of the workforce" "I predict we will actually have deflation of certain core things. Food will get cheaper and housing construction will get cheaper"
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Jeff Bezos reveals why he thinks AI will cause a labor shortage, not mass unemployment "There's so many people who are afraid AI is going to take their job. I think there's going to be a labor shortage as a result" "All these smart people keep saying there's going to be no more radiologists because AI can read X-rays better, no more software engineers because AI can program better. These people are wrong" "What's really going to happen is it's going to elevate all of these people. You've been digging out a basement with a shovel, and somebody is about to hand you a bulldozer" "We're going to have so much productivity that a lot of people with two-earner income households, one of them is going to drop out of the workforce" "I predict we will actually have deflation of certain core things. Food will get cheaper and housing construction will get cheaper"

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Mark Zuckerberg explains why he has never believed in delegation (and why founders shouldn't either): Most CEOs believe their job is to hire great people and get out of the way, but Mark disagrees. "I basically don't believe in delegation." He explains his thinking: "There's so much going on across the company that I can't possibly get involved in all of it. So all these people are going to have a ton of stuff that they're going to do." But that's not a reason to step back. It's a reason to be selective and then go deep. "Fundamentally, if there is a decision that I want to be involved with, I'm going to be involved in it." His argument is simple: if you're the one accountable for everything, why would you ever accept being locked out of something important? "If you're running the company and you're on the hook for everything and there's something that's important at whatever level of detail in the organization, I don't get the logic of saying I'm not going to be involved in that." He's not calling for micromanagement, and he acknowledges he can't be everywhere. What he's rejecting is the idea that hierarchy should be a barrier. That founders should stay in their lane. That diving into the details is somehow a sign of poor leadership. Mark Zuckerberg does add one caveat: "You want to have humility and know that if you're diving into some decision, you may not have the most context immediately." But humility about context is different from staying out entirely. His conclusion is a cultural one: "You want to have the cultural expectation that things are not going to be so hierarchical and you're just going to dive into whatever you want."
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Mark Zuckerberg explains why he has never believed in delegation (and why founders shouldn't either): Most CEOs believe their job is to hire great people and get out of the way, but Mark disagrees. "I basically don't believe in delegation." He explains his thinking: "There's so much going on across the company that I can't possibly get involved in all of it. So all these people are going to have a ton of stuff that they're going to do." But that's not a reason to step back. It's a reason to be selective and then go deep. "Fundamentally, if there is a decision that I want to be involved with, I'm going to be involved in it." His argument is simple: if you're the one accountable for everything, why would you ever accept being locked out of something important? "If you're running the company and you're on the hook for everything and there's something that's important at whatever level of detail in the organization, I don't get the logic of saying I'm not going to be involved in that." He's not calling for micromanagement, and he acknowledges he can't be everywhere. What he's rejecting is the idea that hierarchy should be a barrier. That founders should stay in their lane. That diving into the details is somehow a sign of poor leadership. Mark Zuckerberg does add one caveat: "You want to have humility and know that if you're diving into some decision, you may not have the most context immediately." But humility about context is different from staying out entirely. His conclusion is a cultural one: "You want to have the cultural expectation that things are not going to be so hierarchical and you're just going to dive into whatever you want."

Big Brain Business

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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.
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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

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WILD TAKE: Bill Maher on the Supreme Court Striking Down Parts of the Voting Rights Act: “We’ve heard a lot of talk about a civil war. This is like a step toward that. I saw the map. The picture of the map of what it’s going to look like. There’s going to be no black congress people from the South.” “You think you can cut off the part of the country that has the most African Americans in it, and that map is completely red… and you think people are just going to take that lying down.” Bret Stephens: “What I think you’re actually going to have is you’re going to have black representation, but a lot more of it is going to be Republican.”
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WILD TAKE: Bill Maher on the Supreme Court Striking Down Parts of the Voting Rights Act: “We’ve heard a lot of talk about a civil war. This is like a step toward that. I saw the map. The picture of the map of what it’s going to look like. There’s going to be no black congress people from the South.” “You think you can cut off the part of the country that has the most African Americans in it, and that map is completely red… and you think people are just going to take that lying down.” Bret Stephens: “What I think you’re actually going to have is you’re going to have black representation, but a lot more of it is going to be Republican.”

RedWave Press

864,120 просмотров • 2 месяцев назад

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."
1:30

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."

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12,195 просмотров • 2 месяцев назад

Nick Fuentes warns jews that they're radicalizing the goyim “Jews are engendering a lot of hatred right now. Because of what Israel is doing and what jewish leadership is doing, a lot of people are starting to hate jews — and the gentiles are not going to be as nice as me.”
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Nick Fuentes warns jews that they're radicalizing the goyim “Jews are engendering a lot of hatred right now. Because of what Israel is doing and what jewish leadership is doing, a lot of people are starting to hate jews — and the gentiles are not going to be as nice as me.”

𝐆𝐫𝐢𝐦𝐚𝐥𝐝𝐮𝐬

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KEVIN O’LEARY: ELON EXECUTES, AND THAT’S REMARKABLE On xAI and SpaceX’s plan to deploy AI satellites: “Very few people at this point would doubt Elon on anything. He kind of has mandates and he delivers one way or the other. The Chinese are kicking our butts. They put on 500 gigawatts of power last year in China, mostly with coal-burning plants. They don't have the vision of space, but that means they're going to beat us in AI data centers on the ground. And so there's a lot of concern about that. We're trying to get nuclear going but that's 15 years away. This data center thing is a big problem to stay competitive. But I love [Elon's] vision of this. The thing about Elon is he's the modern Bruce Wayne, there's no question about it. I've backed him from financial purposes, investing in his deals forever. There's a lot of skepticism about him. You never get the timing right, but the guy executes, and that's remarkable.” Source: Kevin O'Leary aka Mr. Wonderful on Fox News, February 4, 2026, Elon Musk
0:58

KEVIN O’LEARY: ELON EXECUTES, AND THAT’S REMARKABLE On xAI and SpaceX’s plan to deploy AI satellites: “Very few people at this point would doubt Elon on anything. He kind of has mandates and he delivers one way or the other. The Chinese are kicking our butts. They put on 500 gigawatts of power last year in China, mostly with coal-burning plants. They don't have the vision of space, but that means they're going to beat us in AI data centers on the ground. And so there's a lot of concern about that. We're trying to get nuclear going but that's 15 years away. This data center thing is a big problem to stay competitive. But I love [Elon's] vision of this. The thing about Elon is he's the modern Bruce Wayne, there's no question about it. I've backed him from financial purposes, investing in his deals forever. There's a lot of skepticism about him. You never get the timing right, but the guy executes, and that's remarkable.” Source: Kevin O'Leary aka Mr. Wonderful on Fox News, February 4, 2026, Elon Musk

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Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)
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Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

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.Rep. Anna Paulina Luna says that that based on internal conversations, she believes a historic peace deal between Russia and Ukraine is on the horizon: “Some people didn't want the peace deal in Iran to work. That's too bad for them. It's going to hold up. And we're going to get the peace deal with Russia and Ukraine and that will be President Trump's legacy. A lot of people are going to be upset about that in Congress because they're not going to be making too much money anymore on their stock portfolios. But that's too bad. That's not what the plan is. And so, I'm happy that President Trump is at the helm, and what I will say is that a lot of people can speculate, but they don’t actually know what's happening with internal conversations.”
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.Rep. Anna Paulina Luna says that that based on internal conversations, she believes a historic peace deal between Russia and Ukraine is on the horizon: “Some people didn't want the peace deal in Iran to work. That's too bad for them. It's going to hold up. And we're going to get the peace deal with Russia and Ukraine and that will be President Trump's legacy. A lot of people are going to be upset about that in Congress because they're not going to be making too much money anymore on their stock portfolios. But that's too bad. That's not what the plan is. And so, I'm happy that President Trump is at the helm, and what I will say is that a lot of people can speculate, but they don’t actually know what's happening with internal conversations.”

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77,701 просмотров • 22 дней назад

Ex-Google CEO Eric Schmidt gets absolutely drowned out by boos at the University of Arizona when he starts hyping up AI. "Why are graduates booing AI? What they're hearing is that AI is going to take your jobs, and they're hearing about a lot of layoffs going on in tech." "So when this guy comes up, starts talking about AI, they immediately boo it."
2:59

Ex-Google CEO Eric Schmidt gets absolutely drowned out by boos at the University of Arizona when he starts hyping up AI. "Why are graduates booing AI? What they're hearing is that AI is going to take your jobs, and they're hearing about a lot of layoffs going on in tech." "So when this guy comes up, starts talking about AI, they immediately boo it."

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95,483 просмотров • 2 месяцев назад

Marc Andreessen on the imperative of speed in AI adoption: "Both the AI utopians and the AI doomers are far too optimistic." "They believe that because the technology makes something possible, 8 billion people all of a sudden are going to change how they behave. It's like—no. So much of how the existing economy works is just wired in." "We're going to be lucky as a society if AI adoption happens quickly. Because if it doesn't, what we're going to have is stagnation." Marc Andreessen 🇺🇸 with Latent.Space
0:24

Marc Andreessen on the imperative of speed in AI adoption: "Both the AI utopians and the AI doomers are far too optimistic." "They believe that because the technology makes something possible, 8 billion people all of a sudden are going to change how they behave. It's like—no. So much of how the existing economy works is just wired in." "We're going to be lucky as a society if AI adoption happens quickly. Because if it doesn't, what we're going to have is stagnation." Marc Andreessen 🇺🇸 with Latent.Space

a16z

70,510 просмотров • 3 месяцев назад