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Who Will Be The Top 3 AI Coding? 1. Cursor: They are there and ahead. 2. Github: They'll bundle and it's Microsoft, so a whole bunch of corporate America will just go with that. 3. Anthropic and/or Cognition. I don't know if you put OpenAI in the top three...

20,660 görüntüleme • 6 ay önce •via X (Twitter)

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Former BlackRock fund manager Ed Dowd on the AI bubble "pop" "we're at maximum AI hype right now" "they're [punching] out three IPOs, SpaceX, Anthropic and OpenAI" "a lot of these companies... [are] not going to go away" "[But] OpenAI may go to zero and Anthropic may go to zero, [and] their assets will be bought up for pennies on the dollar" This clip of Dowd (Edward Dowd), a former BlackRock fund manager and co-founder of Phinance Technologies, is taken from an interview with Greg Hunter (Greg Hunter) posted to Rumble on May 29, 2026. ----------------Partial transcription of clip--------------- "What it means is eventually all this CapEx spending stops because the credit markets and I suspect— we're at maximum AI hype right now because they're trying to punch out three IPOs, SpaceX, Anthropic and OpenAI. And these guys are not making enough money to justify the amount of CapEx they're doing. "The other thing that I think is going to potentially blow up the AI bubble is they don't have enough power to plug in all this CapEx into. "So they're announcing all this CapEx, they're pre-buying equipment and chips but they can't plug it into the power grid. We just don't have enough power to justify all these data center buildouts. The constraining factor is power. "And look, there's a disconnect. I think Wall Street is less focused on the public outrage that's going on that you can see happening all across the country. People are protesting these data centers. College, students are booing commencement speakers that talk about AI. "There seems to be a very, very large anti AI sentiment going on out there which will muck up the works and slow down the data center buildouts politically. "And if you slow down the capex build out, the valuations of all these companies go a lot lower because they rely on you know, exponential growth and when the growth doesn't show up at these valuations they'll pop... "And look a lot of these companies that are doing the AI, Microsoft, Oracle, Google, they're not going to go away. They'll just cut back their CapEx. They won't go bankrupt but their valuations and their earnings will go lower as they write off all these mal investments. So it's not like a lot of companies are going to go bankrupt. I mean, OpenAI may go to zero and Anthropic may go to zero, but their assets will be bought up for pennies on the dollar."

Sense Receptor

44,740 görüntüleme • 5 gün önce

WOW 🚨 Idaho Farmland Water Shutoff “Coincidence” Hidden in the Ukraine Bill was funding for cobalt mining in America. Over 200 politicians invested in this company mining cobalt. The Department of Defense gave that company $15 million out of the Ukraine bill to mine in IDAHO What are the odds?!? “So y'all might wanna put your helmets on for this one, seatbelt something. This is crazy stuff people. So just so I don't get this video doesn't get deleted. This is for entertainment purposes only. Everybody should do your own homework. I'll tell you where to go. But I made a video a couple of days ago about the water issue in Idaho. Some people had reached out and said, Hey, do you know what's going on? I didn't know anything about it. I just made the video to see if anybody else knew. And holy cow. Thank you all the warriors out there that, you know, there's a lot of people that have been doing some homework on this for a long time. And so I've shared some stuff, I've reposted some stuff. There's a ton of information out there, but this is crazy people. So the DOD, Department of Defense, you Google this, DOD Invest in Cobalt, just Google that, and this will come up. Part of the, you know why all the politicians want to fund Ukraine, right? Or not, you know, many reasons, but. So one of the, in the last Ukraine budget, or whatever you call it, there was some money in there for cobalt mining in America. There's over 200 politicians or invested in Jervis on the stock market. 200 politicians have invested in that company. The Department of Defense gave Jervis $15 million out of the Ukraine bill to do this mine in Idaho. And that's not the only one. It's just happening all over the country for cobalt and lithium mining here in America. But it's hidden in an Ukraine bill. All the politicians or 200 of the politicians are all stockholders in the company that's getting the contracts. It's just the biggest damn scam you ever seen, man. I just, you know, they wonder why. They wonder why the conspiracy theories get started. And it's because they just don't tell the truth. — I think it was 6.5 million chickens were put to death in Idaho real recent because of the bird flu. And it just seems like if there's a land grab, if the plan is, hey, we wanna take a million acres of Idaho and dig a big giant crater in the ground and mine lithium… Just put that on the table for the local state level people to vote on. You know, they just don't think we can handle the truth. They create the conspiracy theories and then they criticize you for believing in conspiracy theories and they censor stuff on these social media sites because they say it's misinformation. We wouldn't go digging for this stuff if they just tell the truth. It's mind boggling to me. But look up, just type in Google, DOD investing cobalt and you'll see what's going on in Idaho and the companies behind it. And then Google that company on who the investors are. Over 200 of them are politicians. Crazy, crazy, crazy world. I don't know how, but we gotta turn this thing on its head somehow. And we gotta know what we're dealing with. Can't fix anything if you don't know what's going on, right?“

Wall Street Apes

812,196 görüntüleme • 2 yıl önce

‼️ Donald Trump just posted the video saying any immigrant that comes to America and demand we change our culture is not an immigrant, they are an invader and must be removed “Just so we we’re clear, if a foreigner comes to your country and demands that you accept their culture as your culture or demands that you change your beliefs, that is not a foreigner, that is not an immigrant. What that is, is an invader. That is someone that is coming over to your space to take over and invade it. So when you sit there and you look at what's happening in New York, you look at what's happening in Texas, you look at what's happening in the places where these people came from, you look at Somalia, you look at all of these individuals who are being put into a position of power who support this type of invasion. You need to understand what's coming next. - They will take away our weapons - They will tell us that we cannot eat certain foods - They will tell us that we cannot go to certain places - They will tell that our women that they have to wear certain clothes - They will tell them that they have to dress modest. They will forced them to do a lot of different things. - You will have to deal with people praying in the middle of the street while you're driving and stopping you and invading your movement, your space You need to understand what's taking place in America so that you can understand that these people are not coming here with good intentions. This is not me saying that I hate people. This is me basically saying, look, if you like the fact that America is a free place where you get the freedom to believe in what religion you want to, to believe in. If you get the freedom to decide what you want to do as long as nobody is getting hurt. If you love that part of America, the freedom of choice part of America, you need to understand when people come over and they say that you don't have a choice, they probably should go because you don't get to tell us what to do in our own country. It's not being rude. It's just saying, hey, look, this country was built in a way where everybody can come here and feel happy and feel blessed. And enjoy the fact that this is a free nation, not a nation that will be enslaved by any Foreigner invading it”

Wall Street Apes

88,599 görüntüleme • 6 ay önce