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🚨 STOP AND LOOK AT THIS CHART 🚨 White candles - the dot-com semiconductor bubble (2000) Colored candles - the AI semiconductor bubble (2026) I genuinely don't know how to make this clearer The reason this keeps happening isn't random - it's a new technology cycle arrives In 2000,... every company on the planet had one goal - get online as fast as possible To do that, they needed infrastructure. Routers, servers, fiber optic cables And the companies that made all of it - Cisco and Intel - couldn't produce fast enough Demand felt infinite. Valuations went vertical. Everyone assumed this growth would last forever But at some point, the internet was built. The cables were laid. The servers were installed New orders stopped coming in. The companies sitting on mountains of unsold inventory started collapsing And the index that tracked all of them - fell over 80% In 2025, the same story - different technology Every company on the planet had one goal - integrate AI as fast as possible To do that, they needed chips. Nvidia couldn't produce fast enough Demand felt infinite. Valuations went vertical. Everyone assumed this growth would last forever And now - it's starting The first major drop just happened. The orders are slowing. The data centers are built This is how the dot-com version began too You already know how it ended last time Don't fall for it again If you don't have time to keep up with everything - follow me I'll keep you updated on the most important eventsshow more

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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

903,952 Aufrufe • vor 1 Monat

🚨 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!

🚨 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!

NoName

18,375 Aufrufe • vor 2 Monaten

🚨 STOP AND LOOK AT THIS CHART 🚨 White candles are the dot-com bubble The colored candles are right now Do you see where I'm going with this? We're hanging by a thread, on the verge of collapse, but some people still believe in endless growth In 2000 the narrative was "the internet changes everything" In 2026 the narrative is "AI changes everything" Both times the market priced in decades of growth in months Both times the green support line held - until it didn't We're sitting at the peak of the right side right now Do you believe this overlay is a coincidence? I don't Just a reminder that I perfectly predicted the moves on S&P 500 and GOLD Turn on notifications so you don't miss future updates

🚨 STOP AND LOOK AT THIS CHART 🚨 White candles are the dot-com bubble The colored candles are right now Do you see where I'm going with this? We're hanging by a thread, on the verge of collapse, but some people still believe in endless growth In 2000 the narrative was "the internet changes everything" In 2026 the narrative is "AI changes everything" Both times the market priced in decades of growth in months Both times the green support line held - until it didn't We're sitting at the peak of the right side right now Do you believe this overlay is a coincidence? I don't Just a reminder that I perfectly predicted the moves on S&P 500 and GOLD Turn on notifications so you don't miss future updates

NoName

41,004 Aufrufe • vor 1 Monat

$🚨 WARNING: SOMETHING VERY WIERD IS HAPPENING. The S&P 500 keeps printing new highs. Everyone is celebrating. Nobody is looking at what's actually holding it up. Semiconductor stocks are now worth $13.4 trillion. 19.7% of the entire index. Five years ago that number was closer to 5%. It quadrupled in a single cycle on a single bet. AI. And here's the number that should concern everyone. AI chips generate 50% of all semiconductor revenue. They represent less than 0.2% of total chip shipments. Half the revenue, a fraction of the volume, trillions in market cap sitting on top of a sliver of actual production. Three companies are carrying all of it. Nvidia. Broadcom. TSMC. The same names in every major institutional portfolio simultaneously. Everyone owns them, nobody can afford to be the first one out. And the way the money moves inside this system should sound familiar. Big players fund AI startups. AI startups spend that money on Big Tech infrastructure. Big Tech reports record AI revenue. Valuations justify the next round, the same dollar completes the loop and gets counted as growth every time. We watched this exact dynamic play out once before. 2000. A handful of tech companies carried the entire market. Valuations made no sense, narratives did the work that fundamentals couldn't. Then one company missed earnings, then another, then the S&P lost 50% and the Nasdaq lost 78%. The current setup is more concentrated, the valuations are more extreme. And one cut in AI spending is all it takes to start the unwind. I called the $16K Bitcoin bottom. I called the $126K top. Every major turn for 15 years public, before the move. The next call is already forming. Follow now and turn on notifications, you'll understand why that matters sooner than you think.$

🚨 WARNING: SOMETHING VERY WIERD IS HAPPENING. The S&P 500 keeps printing new highs. Everyone is celebrating. Nobody is looking at what's actually holding it up. Semiconductor stocks are now worth $13.4 trillion. 19.7% of the entire index. Five years ago that number was closer to 5%. It quadrupled in a single cycle on a single bet. AI. And here's the number that should concern everyone. AI chips generate 50% of all semiconductor revenue. They represent less than 0.2% of total chip shipments. Half the revenue, a fraction of the volume, trillions in market cap sitting on top of a sliver of actual production. Three companies are carrying all of it. Nvidia. Broadcom. TSMC. The same names in every major institutional portfolio simultaneously. Everyone owns them, nobody can afford to be the first one out. And the way the money moves inside this system should sound familiar. Big players fund AI startups. AI startups spend that money on Big Tech infrastructure. Big Tech reports record AI revenue. Valuations justify the next round, the same dollar completes the loop and gets counted as growth every time. We watched this exact dynamic play out once before. 2000. A handful of tech companies carried the entire market. Valuations made no sense, narratives did the work that fundamentals couldn't. Then one company missed earnings, then another, then the S&P lost 50% and the Nasdaq lost 78%. The current setup is more concentrated, the valuations are more extreme. And one cut in AI spending is all it takes to start the unwind. I called the $16K Bitcoin bottom. I called the $126K top. Every major turn for 15 years public, before the move. The next call is already forming. Follow now and turn on notifications, you'll understand why that matters sooner than you think.

Hanzo ㊗️

18,356 Aufrufe • vor 1 Monat

$Jeff Bezos just said an AI crash would be the best thing that ever happened to AI. Sounds insane until you look at what happened last time. Telecom companies invested $500 billion into fiber optic cable between 1996 and 2001. Most of it financed with debt. The growth in capacity outstripped demand by orders of magnitude. By 2005, 85% of the fiber they laid was still dark. Unused. The companies that built it went bankrupt. WorldCom. Global Crossing. 360networks. Exposed as fraud, overleveraged, or both. $2 trillion in telecom stock value evaporated. The cable stayed in the ground. 80.2 million miles of fiber, representing 76% of all digital wiring in the United States at that point, survived every bankruptcy filing and liquidation sale. The glass in the ground didn't care who owned the company above it. Amazon launched Prime Video on that fiber. Netflix streamed its first original on it. Google built YouTube on bandwidth that cost 90% less than it would have before the crash because dead companies had already paid for the capacity. Every cloud platform, every streaming service, every video call you've taken in the last decade runs on infrastructure that bankrupt telecom companies subsidized with investor money they never returned. Now look at 2026. Big Tech is spending $400 billion on data centers this year alone. Amazon's capex plan is $200 billion, the largest in corporate history. The AI bubble, by one estimate, is 17 times the size of the dot-com bubble. Bezos himself called it an "industrial bubble" at Italian Tech Week. Here's why he's calm about it. He watched the exact same movie in 2001. Amazon nearly died in that crash. Stock dropped 90%. But when the dust settled, Bezos had cheap bandwidth, empty data centers looking for tenants, and a trained workforce of engineers that the dead dot-coms had paid to train. AWS was built on the rubble. The pattern is specific. Investors fund infrastructure. Companies die. Infrastructure survives. The next generation builds on it at a fraction of the original cost. Data centers don't disappear when an AI startup folds. Chips depreciate, but the buildings, the power connections, the cooling systems, the land with energy contracts attached to it: all of that persists. When AI companies fail, they'll leave behind computing capacity that someone else will rent for pennies on the dollar. Bezos is making a $200 billion bet with full awareness that much of the industry around him will collapse. He's seen this before. The last time the bubble popped, it handed him the raw materials to build a $2 trillion company. The investors who funded the fiber never saw a return. The company that inherited it became the most valuable on earth.$

Jeff Bezos just said an AI crash would be the best thing that ever happened to AI. Sounds insane until you look at what happened last time. Telecom companies invested $500 billion into fiber optic cable between 1996 and 2001. Most of it financed with debt. The growth in capacity outstripped demand by orders of magnitude. By 2005, 85% of the fiber they laid was still dark. Unused. The companies that built it went bankrupt. WorldCom. Global Crossing. 360networks. Exposed as fraud, overleveraged, or both. $2 trillion in telecom stock value evaporated. The cable stayed in the ground. 80.2 million miles of fiber, representing 76% of all digital wiring in the United States at that point, survived every bankruptcy filing and liquidation sale. The glass in the ground didn't care who owned the company above it. Amazon launched Prime Video on that fiber. Netflix streamed its first original on it. Google built YouTube on bandwidth that cost 90% less than it would have before the crash because dead companies had already paid for the capacity. Every cloud platform, every streaming service, every video call you've taken in the last decade runs on infrastructure that bankrupt telecom companies subsidized with investor money they never returned. Now look at 2026. Big Tech is spending $400 billion on data centers this year alone. Amazon's capex plan is $200 billion, the largest in corporate history. The AI bubble, by one estimate, is 17 times the size of the dot-com bubble. Bezos himself called it an "industrial bubble" at Italian Tech Week. Here's why he's calm about it. He watched the exact same movie in 2001. Amazon nearly died in that crash. Stock dropped 90%. But when the dust settled, Bezos had cheap bandwidth, empty data centers looking for tenants, and a trained workforce of engineers that the dead dot-coms had paid to train. AWS was built on the rubble. The pattern is specific. Investors fund infrastructure. Companies die. Infrastructure survives. The next generation builds on it at a fraction of the original cost. Data centers don't disappear when an AI startup folds. Chips depreciate, but the buildings, the power connections, the cooling systems, the land with energy contracts attached to it: all of that persists. When AI companies fail, they'll leave behind computing capacity that someone else will rent for pennies on the dollar. Bezos is making a $200 billion bet with full awareness that much of the industry around him will collapse. He's seen this before. The last time the bubble popped, it handed him the raw materials to build a $2 trillion company. The investors who funded the fiber never saw a return. The company that inherited it became the most valuable on earth.

Aakash Gupta

104,079 Aufrufe • vor 4 Monaten

THIS BUBBLE IS WORSE THAN 2000 If you have money in the stock market, read this carefully. The market is climbing while liquidity gets pulled out underneath it. Now look at valuations. Shiller CAPE: 42.05. The only time it was higher was 1999, right before the dot-com crash. Buffett Indicator: 229.9%. In 2000, it was 146%. That means today’s market is 1.6x higher than the dot-com peak by that metric. Buffett is sitting on $325B in cash and selling stocks. He is not guessing. He is reading the same math. Now concentration. Top 10 stocks control 41% of the S&P 500. They generate only 32% of profits. In 2000, top concentration was 23%. This is not a diversified index anymore. It is a crowded bet on a handful of companies, and most of them are tied to the same AI story. Now add leverage. Margin debt hit $1.28T. That is 4.1% of GDP. In 2000, it was 2.7%. Investors are borrowing more to buy stocks than they did at the dot-com peak. And the reversal may have already started. Margin debt peaked in January 2026 and dropped 4.5% in two months. The S&P dropped 5.9% in the same window. Last time margin debt rolled before the market? 2000. 2007. Every time, the market followed. Now look at AI. In 2000, telecom companies spent billions building fiber for “the internet future.” Capex hit 4.5% of GDP. Today, hyperscalers are spending on data centers for “the AI future.” Tech capex is 4.4% of GDP. Almost the same number. Back then, Lucent and Nortel helped finance customers who bought their equipment. Today, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. In 2000, the bubble was internet infrastructure. In 2026, it is AI infrastructure. The companies are bigger now. The spending is bigger. The index concentration is worse. The leverage is higher. And the market is priced like the returns are already guaranteed. That is the danger. If one major earnings report shows AI spending is not paying off, the repricing starts. And with 41% of the index sitting in the same trade, there is nowhere clean to hide. That’s why I’m watching this situation very closely right now. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.

THIS BUBBLE IS WORSE THAN 2000 If you have money in the stock market, read this carefully. The market is climbing while liquidity gets pulled out underneath it. Now look at valuations. Shiller CAPE: 42.05. The only time it was higher was 1999, right before the dot-com crash. Buffett Indicator: 229.9%. In 2000, it was 146%. That means today’s market is 1.6x higher than the dot-com peak by that metric. Buffett is sitting on $325B in cash and selling stocks. He is not guessing. He is reading the same math. Now concentration. Top 10 stocks control 41% of the S&P 500. They generate only 32% of profits. In 2000, top concentration was 23%. This is not a diversified index anymore. It is a crowded bet on a handful of companies, and most of them are tied to the same AI story. Now add leverage. Margin debt hit $1.28T. That is 4.1% of GDP. In 2000, it was 2.7%. Investors are borrowing more to buy stocks than they did at the dot-com peak. And the reversal may have already started. Margin debt peaked in January 2026 and dropped 4.5% in two months. The S&P dropped 5.9% in the same window. Last time margin debt rolled before the market? 2000. 2007. Every time, the market followed. Now look at AI. In 2000, telecom companies spent billions building fiber for “the internet future.” Capex hit 4.5% of GDP. Today, hyperscalers are spending on data centers for “the AI future.” Tech capex is 4.4% of GDP. Almost the same number. Back then, Lucent and Nortel helped finance customers who bought their equipment. Today, Nvidia invests in companies that buy Nvidia chips. Same loop. Different label. In 2000, the bubble was internet infrastructure. In 2026, it is AI infrastructure. The companies are bigger now. The spending is bigger. The index concentration is worse. The leverage is higher. And the market is priced like the returns are already guaranteed. That is the danger. If one major earnings report shows AI spending is not paying off, the repricing starts. And with 41% of the index sitting in the same trade, there is nowhere clean to hide. That’s why I’m watching this situation very closely right now. When the next move becomes clear, I’ll post it here first. Follow and turn notifications on.

Nonzee

83,631 Aufrufe • vor 3 Monaten

🚨 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.

Alex Mason 👁△

438,854 Aufrufe • vor 3 Monaten

🚨 I WARNED YOU. THE 2026 BUBBLE IS ABOUT TO POP!!! Look at the chart. Two red circles. Two bubbles. 2006 and 2026 - both landing on the exact same marker: a "Good Times, High Prices, time to sell" year on a cycle map drawn 150 years ago. Here's why that should stop you cold. The last time this signal pointed here, it was 2006. Prices had blown past every historical ceiling into a record bubble. Everyone "knew" it only went up. The cycle said sell. Almost nobody did. You know what came next. 2008. It didn't just correct it took the banks, the credit system, and the entire stock market down with it. The S&P lost more than half its value. It wasn't a housing problem. It was an everything problem. Now look at 2026. Same B-year. Same "sell" signal. But a bigger bubble. Inflation-adjusted prices today are sitting above the 2006 peak - the literal top that caused the last crisis. Except this time it's not just one market. Stocks are at record highs. Valuations are at dot-com extremes. Credit is stretched. The whole system is inflated at once, all resting on the same tightening liquidity. 2006 was a warning that took two years to detonate. That's the danger of slow bubbles - they look calm right up until they're not. And here's the part most people are missing: this one isn't waiting. It's already cracking. This week alone - Korea down 10% in a single day, a global tech rout, the S&P sliding straight off its record high. The unwind everyone assumed was years away is printing on the screen right now. You don't have to believe a 19th-century cycle secretly runs the market. You just have to notice that the same marker which nailed the 2006 top is flashing again and this time, reality already started agreeing with it. The bubble doesn't ask permission before it pops. It just pops. And it's started.

🚨 I WARNED YOU. THE 2026 BUBBLE IS ABOUT TO POP!!! Look at the chart. Two red circles. Two bubbles. 2006 and 2026 - both landing on the exact same marker: a "Good Times, High Prices, time to sell" year on a cycle map drawn 150 years ago. Here's why that should stop you cold. The last time this signal pointed here, it was 2006. Prices had blown past every historical ceiling into a record bubble. Everyone "knew" it only went up. The cycle said sell. Almost nobody did. You know what came next. 2008. It didn't just correct it took the banks, the credit system, and the entire stock market down with it. The S&P lost more than half its value. It wasn't a housing problem. It was an everything problem. Now look at 2026. Same B-year. Same "sell" signal. But a bigger bubble. Inflation-adjusted prices today are sitting above the 2006 peak - the literal top that caused the last crisis. Except this time it's not just one market. Stocks are at record highs. Valuations are at dot-com extremes. Credit is stretched. The whole system is inflated at once, all resting on the same tightening liquidity. 2006 was a warning that took two years to detonate. That's the danger of slow bubbles - they look calm right up until they're not. And here's the part most people are missing: this one isn't waiting. It's already cracking. This week alone - Korea down 10% in a single day, a global tech rout, the S&P sliding straight off its record high. The unwind everyone assumed was years away is printing on the screen right now. You don't have to believe a 19th-century cycle secretly runs the market. You just have to notice that the same marker which nailed the 2006 top is flashing again and this time, reality already started agreeing with it. The bubble doesn't ask permission before it pops. It just pops. And it's started.

Shelpid.WI3M

63,709 Aufrufe • vor 1 Monat

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 Aufrufe • vor 29 Tagen

🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps making new all-time highs. OpenAI and Anthropic are now worth $2.1T. That is 10% of the entire Nasdaq. Look at the math: – $450B burned per year – $50B in actual revenue The entire AI bull case depends on one assumption: Inference gets cheaper. That is how funds justify the math. Spend massively today, scale later, margins explode when inference costs collapse. But that assumption is breaking: - Memory is getting expensive. - Compute is not getting cheap fast enough. - Inference is not falling the way everyone modeled. And if inference does not get dramatically cheaper, the whole AI margin story starts to crack. The loop is obvious: – Big players fund each other – Partnerships look perfect on paper – Revenue moves around inside the same system Everyone calls it growth. I call it the final stage of mania. In 2000, companies added “.com” to the name and valuations exploded: – Small profits – Massive valuations – Perfect stories Then reality hit. Nasdaq collapsed 80%. Now companies add “AI” to the name and reprice instantly: – Small profits – Massive valuations – Perfect AI stories This is the dot-com bubble with better AI branding. And bubbles do not warn you before they break. They break when everyone thinks the story is untouchable. Turn notifications on. The next move won’t wait for you.

🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps making new all-time highs. OpenAI and Anthropic are now worth $2.1T. That is 10% of the entire Nasdaq. Look at the math: – $450B burned per year – $50B in actual revenue The entire AI bull case depends on one assumption: Inference gets cheaper. That is how funds justify the math. Spend massively today, scale later, margins explode when inference costs collapse. But that assumption is breaking: - Memory is getting expensive. - Compute is not getting cheap fast enough. - Inference is not falling the way everyone modeled. And if inference does not get dramatically cheaper, the whole AI margin story starts to crack. The loop is obvious: – Big players fund each other – Partnerships look perfect on paper – Revenue moves around inside the same system Everyone calls it growth. I call it the final stage of mania. In 2000, companies added “.com” to the name and valuations exploded: – Small profits – Massive valuations – Perfect stories Then reality hit. Nasdaq collapsed 80%. Now companies add “AI” to the name and reprice instantly: – Small profits – Massive valuations – Perfect AI stories This is the dot-com bubble with better AI branding. And bubbles do not warn you before they break. They break when everyone thinks the story is untouchable. Turn notifications on. The next move won’t wait for you.

Nonzee

160,648 Aufrufe • vor 4 Monaten

🚨 THIS IS HOW AI BUBBLE ENDS The S&P 500 keeps hitting all-time highs. But almost nobody sees the systemic crisis brewing. Wall Street has built a giant debt pyramid. Just like in 2000. How the scam works: Nvidia pours money into AI startups. Those startups borrow billions from Apollo, Athene and Blackstone using Nvidia chips as collateral. Then they give that money right back to Nvidia to buy more chips. On paper, it's a masterpiece: Nvidia reports record sales. Startups show explosive growth. Tech stocks skyrocket. In reality, a big part of the demand is fake. It's a circular loop. And it only works as long as the chip shortage lasts. When Nvidia drops new chips, the old ones used as collateral will lose value fast. Even worse: most companies still aren't making enough money from AI to justify these huge costs. This is not "if". It's already starting. Remember, I warned about the BTC $82k bull trap and Saylor's sell-off before it happened. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

🚨 THIS IS HOW AI BUBBLE ENDS The S&P 500 keeps hitting all-time highs. But almost nobody sees the systemic crisis brewing. Wall Street has built a giant debt pyramid. Just like in 2000. How the scam works: Nvidia pours money into AI startups. Those startups borrow billions from Apollo, Athene and Blackstone using Nvidia chips as collateral. Then they give that money right back to Nvidia to buy more chips. On paper, it's a masterpiece: Nvidia reports record sales. Startups show explosive growth. Tech stocks skyrocket. In reality, a big part of the demand is fake. It's a circular loop. And it only works as long as the chip shortage lasts. When Nvidia drops new chips, the old ones used as collateral will lose value fast. Even worse: most companies still aren't making enough money from AI to justify these huge costs. This is not "if". It's already starting. Remember, I warned about the BTC $82k bull trap and Saylor's sell-off before it happened. My next call will be the biggest one this cycle. Turn on notifications. Most people will follow me too late.

MARMOT

342,605 Aufrufe • vor 2 Monaten

.David Sacks: Trump’s AI Policies Could Fuel U.S. Economic Growth to 4%-5% "What you're seeing is that the adoption of AI applications is the fastest adoption curve we've ever seen. I think it's bigger than the iPhone, bigger than the internet itself, potentially. This technology is being adopted very, very fast by consumers and businesses, and I think it's going to fuel the growth of the American economy for years to come. I think we can get back to those 4 to 5% growth rates with AI as a tailwind. Again, it's facilitating major investment, major innovation, and I think President Trump has already helped facilitate this. He rescinded that 100-page Biden executive order on AI, which burdened AI companies with unnecessary regulation. We rescinded that 200-page rule that burdened semiconductor companies and data center companies with unnecessary regulation. President Trump is leading and he's driving the growth and the innovation, and it's a very different approach than we saw with the Biden administration. The Biden administration really was motivated and proceeded from a position of fear. It was, 'How can the government restrict this? This thing is so risky that we need to control it.' Whereas, I think the Trump administration is proceeding from a position of opportunity, which is, 'How do we take advantage of this technology? How do we drive the growth? How do we drive the investment?' Thanks to President Trump, you are seeing this boom, this novelty that started, and I think it will be one of the most important parts of his legacy."

.David Sacks: Trump’s AI Policies Could Fuel U.S. Economic Growth to 4%-5% "What you're seeing is that the adoption of AI applications is the fastest adoption curve we've ever seen. I think it's bigger than the iPhone, bigger than the internet itself, potentially. This technology is being adopted very, very fast by consumers and businesses, and I think it's going to fuel the growth of the American economy for years to come. I think we can get back to those 4 to 5% growth rates with AI as a tailwind. Again, it's facilitating major investment, major innovation, and I think President Trump has already helped facilitate this. He rescinded that 100-page Biden executive order on AI, which burdened AI companies with unnecessary regulation. We rescinded that 200-page rule that burdened semiconductor companies and data center companies with unnecessary regulation. President Trump is leading and he's driving the growth and the innovation, and it's a very different approach than we saw with the Biden administration. The Biden administration really was motivated and proceeded from a position of fear. It was, 'How can the government restrict this? This thing is so risky that we need to control it.' Whereas, I think the Trump administration is proceeding from a position of opportunity, which is, 'How do we take advantage of this technology? How do we drive the growth? How do we drive the investment?' Thanks to President Trump, you are seeing this boom, this novelty that started, and I think it will be one of the most important parts of his legacy."

Josh Caplan

126,513 Aufrufe • vor 1 Jahr

🚨 WARNING: SOMETHING VERY BAD IS HAPPENING RIGHT NOW!! The stock market keeps pushing to new all-time highs. Nvidia is leading the charge. But almost nobody is paying attention to the real problem. A huge AI bubble is inflating at incredible speed and about to pop. This has happened before. 2000: Cisco was the "god of the internet" with routers, switches, infrastructure. The stock crashed 90% and never fully recovered. Today: Nvidia is the "god of AI" with chips, data centers, infrastructure. Same role. Same script. But the risk is much bigger. Let me explain why. This time, concentration is extreme. The "Magnificent 7" make up 30% of the S&P 500. If AI falls, the whole index falls. Big Tech CapEx is exploding. $650 billion only in 2026. But where is the ROI? Nobody knows. If Google and Microsoft don't show real profits, they will cut orders. Then Nvidia collapses. Then the whole index follows. Japan, holding trillions in U.S. Treasuries, is about to hike rates. When they sell, global liquidity evaporates. Risk assets get crushed first. This is not 2000. This is 2000 with leverage, concentration, and a liquidity shock loading. For the record, I've called every major turn for the last 10 years, including the $111K top in October. Turn on notifications. When the AI bubble bursts, I'll call it here publicly, like I always do.

🚨 WARNING: SOMETHING VERY BAD IS HAPPENING RIGHT NOW!! The stock market keeps pushing to new all-time highs. Nvidia is leading the charge. But almost nobody is paying attention to the real problem. A huge AI bubble is inflating at incredible speed and about to pop. This has happened before. 2000: Cisco was the "god of the internet" with routers, switches, infrastructure. The stock crashed 90% and never fully recovered. Today: Nvidia is the "god of AI" with chips, data centers, infrastructure. Same role. Same script. But the risk is much bigger. Let me explain why. This time, concentration is extreme. The "Magnificent 7" make up 30% of the S&P 500. If AI falls, the whole index falls. Big Tech CapEx is exploding. $650 billion only in 2026. But where is the ROI? Nobody knows. If Google and Microsoft don't show real profits, they will cut orders. Then Nvidia collapses. Then the whole index follows. Japan, holding trillions in U.S. Treasuries, is about to hike rates. When they sell, global liquidity evaporates. Risk assets get crushed first. This is not 2000. This is 2000 with leverage, concentration, and a liquidity shock loading. For the record, I've called every major turn for the last 10 years, including the $111K top in October. Turn on notifications. When the AI bubble bursts, I'll call it here publicly, like I always do.

MARMOT

365,148 Aufrufe • vor 3 Monaten

🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps trying to push higher. OpenAI and Anthropic are now worth $2.1T. That is 10% of the entire Nasdaq. Look at the math: – $450B burned per year – $50B in actual revenue The entire AI bull case depends on one assumption: Inference gets cheaper. That is how funds justify the math. Spend massively today, scale later, margins explode when inference costs collapse. But that assumption is breaking: - Memory is getting expensive. - Compute is not getting cheap fast enough. - Inference is not falling the way everyone modeled. And if inference does not get dramatically cheaper, the whole AI margin story starts to crack. The loop is obvious: – Big players fund each other – Partnerships look perfect on paper – Revenue moves around inside the same system Everyone calls it growth. I call it the final stage of mania. In 2000, companies added “.com” to the name and valuations exploded: – Small profits – Massive valuations – Perfect stories Then reality hit. Nasdaq collapsed 80%. Now companies add “AI” to the name and reprice instantly: – Small profits – Massive valuations – Perfect AI stories This is the dot-com bubble with better AI branding. And bubbles do not warn you before they break. They break when everyone thinks the story is untouchable. The next move won’t wait for you. Follow and turn notifications on.

🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps trying to push higher. OpenAI and Anthropic are now worth $2.1T. That is 10% of the entire Nasdaq. Look at the math: – $450B burned per year – $50B in actual revenue The entire AI bull case depends on one assumption: Inference gets cheaper. That is how funds justify the math. Spend massively today, scale later, margins explode when inference costs collapse. But that assumption is breaking: - Memory is getting expensive. - Compute is not getting cheap fast enough. - Inference is not falling the way everyone modeled. And if inference does not get dramatically cheaper, the whole AI margin story starts to crack. The loop is obvious: – Big players fund each other – Partnerships look perfect on paper – Revenue moves around inside the same system Everyone calls it growth. I call it the final stage of mania. In 2000, companies added “.com” to the name and valuations exploded: – Small profits – Massive valuations – Perfect stories Then reality hit. Nasdaq collapsed 80%. Now companies add “AI” to the name and reprice instantly: – Small profits – Massive valuations – Perfect AI stories This is the dot-com bubble with better AI branding. And bubbles do not warn you before they break. They break when everyone thinks the story is untouchable. The next move won’t wait for you. Follow and turn notifications on.

Nonzee

921,069 Aufrufe • vor 2 Monaten

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 Aufrufe • vor 27 Tagen

"When the tide goes out, you see who's wearing the swim trunks." Allocate CEO samir kaji says AI private market valuations are due for a pullback as early as next year. "One of the most dangerous things to say in the investing world is 'This time's different.' Rarely is it completely different..." "The challenge is when you have a new technology of this size and scale — especially moving this fast — the supply and demand for those companies change." "Things do not go right when you plug so much capital with such speed." "I don't know when gravity comes back in the private markets... But I would be willing to bet that within the next few years, we're going to see some kind of pullback."

"When the tide goes out, you see who's wearing the swim trunks." Allocate CEO samir kaji says AI private market valuations are due for a pullback as early as next year. "One of the most dangerous things to say in the investing world is 'This time's different.' Rarely is it completely different..." "The challenge is when you have a new technology of this size and scale — especially moving this fast — the supply and demand for those companies change." "Things do not go right when you plug so much capital with such speed." "I don't know when gravity comes back in the private markets... But I would be willing to bet that within the next few years, we're going to see some kind of pullback."

TBPN

46,054 Aufrufe • vor 14 Tagen

Ilya Sutskever, OpenAI co-founder, on why the company that builds AGI shouldn't be chasing infinite profits: Speaking on the No Priors podcast, Ilya Sutskever turns a question on the very technology he's working to build. "If you believe that the technology that we are building, AGI, could potentially be so capable as to do every single task that people do... does it mean that it might unemploy everyone? Well, I don't know, but it's not impossible." From that possibility, Ilya Sutskever draws a conclusion about how such a company should be structured: "And if that's the case, it makes sense. It will make a lot of sense if the company that builds such a technology would not be incentivized to make infinite profits." But he doesn't present this as a settled view. He immediately points to the force that complicates it — competition: "I don't know if it will literally play out this way because of competition in AI. So there will be multiple companies and I think that will have some unforeseen implications on the argument which I'm making. But that was the thinking." His point is simple: if AGI can do everything a person can, it might put people out of work on a massive scale, and that changes things.

Ilya Sutskever, OpenAI co-founder, on why the company that builds AGI shouldn't be chasing infinite profits: Speaking on the No Priors podcast, Ilya Sutskever turns a question on the very technology he's working to build. "If you believe that the technology that we are building, AGI, could potentially be so capable as to do every single task that people do... does it mean that it might unemploy everyone? Well, I don't know, but it's not impossible." From that possibility, Ilya Sutskever draws a conclusion about how such a company should be structured: "And if that's the case, it makes sense. It will make a lot of sense if the company that builds such a technology would not be incentivized to make infinite profits." But he doesn't present this as a settled view. He immediately points to the force that complicates it — competition: "I don't know if it will literally play out this way because of competition in AI. So there will be multiple companies and I think that will have some unforeseen implications on the argument which I'm making. But that was the thinking." His point is simple: if AGI can do everything a person can, it might put people out of work on a massive scale, and that changes things.

Big Brain AI

13,398 Aufrufe • vor 2 Monaten

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 Aufrufe • vor 4 Monaten

🚨 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. Semiconductor stocks are now worth $13.4T. That’s 19.7% of the entire S&P 500. 4x growth in just five years. And all of that growth depends on one trade: AI. Numbers do not lie: - AI chips generate 50% of all semiconductor revenue - They represent less than 0.2% of total chip shipments - A small group of companies is carrying the entire market Nvidia. Broadcom. TSMC. The same companies every major institution already owns. Here’s how the bubble feeds itself: - Big players fund each other - Partnerships create paper revenue - Money circulates inside the same system We have seen this before: 2000: - A few tech companies carried the entire market - Massive valuations - Narratives driving everything Then reality hit. The S&P 500 collapsed 50%. Now we’re watching the same cycle again. Less than 0.2% of chip volumes are now holding up trillions in market value. And one cut in AI spending is all it takes to break the entire market. 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. Semiconductor stocks are now worth $13.4T. That’s 19.7% of the entire S&P 500. 4x growth in just five years. And all of that growth depends on one trade: AI. Numbers do not lie: - AI chips generate 50% of all semiconductor revenue - They represent less than 0.2% of total chip shipments - A small group of companies is carrying the entire market Nvidia. Broadcom. TSMC. The same companies every major institution already owns. Here’s how the bubble feeds itself: - Big players fund each other - Partnerships create paper revenue - Money circulates inside the same system We have seen this before: 2000: - A few tech companies carried the entire market - Massive valuations - Narratives driving everything Then reality hit. The S&P 500 collapsed 50%. Now we’re watching the same cycle again. Less than 0.2% of chip volumes are now holding up trillions in market value. And one cut in AI spending is all it takes to break the entire market. 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.

Alex Mason 👁△

228,142 Aufrufe • vor 1 Monat

NVIDIA CEO Jensen Huang on the future of artificial intelligence: "It is going to be largely optimistic, largely wonderful. There are some use cases that we have to be extremely careful about—as in all great technology. If you look at the progress of technology over the years, electricity, the internet, computers, the automobile, I think we can all, all accept that in each one of those cases, there are situations and cases where we have to be very careful about. So as the creators of this technology, the industry has to be mindful, thoughtful, rigorous about building and advancing this technology properly. This is the first technology in my generation where we invented a new computer technology where it's easier to access than not. For example the computer until now has been programmable for about 30 million people in the world. About 30 million of us know how to program it and apply it to some useful career. Now everybody in the world can program an AI. You just go up to it and just say, 'I'd like to, you know, ask you to do something.' If you're not sure how to use AI, you tell the AI, 'I don't know how to use AI. Tell me how to use AI. How do I, how do I write a program? How do I book a trip? How do I do a research?' And so we've closed the technology divide tremendously, and that's something that's really important to recognize."

NVIDIA CEO Jensen Huang on the future of artificial intelligence: "It is going to be largely optimistic, largely wonderful. There are some use cases that we have to be extremely careful about—as in all great technology. If you look at the progress of technology over the years, electricity, the internet, computers, the automobile, I think we can all, all accept that in each one of those cases, there are situations and cases where we have to be very careful about. So as the creators of this technology, the industry has to be mindful, thoughtful, rigorous about building and advancing this technology properly. This is the first technology in my generation where we invented a new computer technology where it's easier to access than not. For example the computer until now has been programmable for about 30 million people in the world. About 30 million of us know how to program it and apply it to some useful career. Now everybody in the world can program an AI. You just go up to it and just say, 'I'd like to, you know, ask you to do something.' If you're not sure how to use AI, you tell the AI, 'I don't know how to use AI. Tell me how to use AI. How do I, how do I write a program? How do I book a trip? How do I do a research?' And so we've closed the technology divide tremendously, and that's something that's really important to recognize."

Ryan Saavedra

20,105 Aufrufe • vor 1 Monat