Welp, it's all kicking off this week in AI!
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
the rocket motor's burned out and the vehicle is coasting; we'll have to wait a bit before we see how hard it comes down I expect.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
The market can stay irrational longer than you can stay solvent.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross from your lips to god’s ear
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
If it is happening this way, as a slow pullout of the smart money? I think the economic shock may be somewhat more muted than I'd previously feared.
Given the geopolitical and geoeconomic stresses right now a combination of run on the stock market and run on the dollar could bring about a 1929 level crash. And I think the current prices of precious metals shows there are a number of big players who fear exactly that might happen.
But should the bubble deflate more slowly? ¯\_(ツ)_/¯
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@cstross Nvidia investing in OpenAI sounds like blowing smoke up your own ass in order to levitate.
@adamrice Exactly! How come you spotted it while all the blue chip funds didn't notice?
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross I suspect not: there's no limit to human stupidity.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross@wandering.shop Meanwhile Mozilla promised a one-step 'AI kill switch' in Firefox 148, and Vivaldi's CEO said "We've learned that frankly, people hate AI."
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross But simultaneously the debt market is selling off bonds from SaaS companies on the panic that AI will replace them.
Two crashes on opposite sides of the same bet.
yay
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@adamrice Exactly! How come you spotted it while all the blue chip funds didn't notice?
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@cstross But simultaneously the debt market is selling off bonds from SaaS companies on the panic that AI will replace them.
Two crashes on opposite sides of the same bet.
yay
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
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@cstross But simultaneously the debt market is selling off bonds from SaaS companies on the panic that AI will replace them.
Two crashes on opposite sides of the same bet.
yay
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@GreatBigTable Palantir are down a similar amount!
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@GreatBigTable Palantir are down a similar amount!
@cstross You hate to see it. Really.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross Microsoft Azure Income grew. by 39% year over year. It just grew 2% less than some people expected.
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
"The longtime chief also criticized a lack of discipline in OpenAI’s business strategy"
Meaning they wouldn't be spending enough of that money on Nvidia's GPUs?
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
@cstross What’s A16Z going to throw money at next? Have they started burning piles of money in worship of some other Big New Thing
? Until the A16Z rocket fuel dries up, I think we’re stuck watching this mess. -
@cliffordheath @Sdowney @cstross and 7 billion people die in a year
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Welp, it's all kicking off this week in AI!
Nvidia is going all squishy over a planned $100Bn investment in OpenAI:
Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening
Nvidia's Jensen Huang criticized OpenAI's business strategy as the chip giant plans to invest up to $100 billion into the AI startup, per reports.
CNBC (www.cnbc.com)
Microsoft Azure income shrank 2% despite huge investment by MSFT and knocked a $375Bn hole in their finances: MSFT shares down 10% in 3 days:
With Shares Down 10% After Its Earnings Call, Is Microsoft a Buy? | The Motley Fool
Last week's sell-off made shares cheaper than they've been in years.
The Motley Fool (www.fool.com)
… Is the AI bubble over?
I asked ChatGPT:
Bottom line:
Yes, in the last 48 hours there are clear signs of stress across AI-linked stocks, rising skepticism, and valuation readjustment — which feels bubble-ish. But no, there’s not yet decisive evidence that the entire AI boom is bursting. It’s more like a market correction and repricing, with risk shifting from hype toward real earnings and competition.If you want, I can break this down by specific companies, sectors (chips vs. software vs. services), or what this might mean for investing or the broader economy.
Bubble-ish….like ChatGPT is a 45 yo guy from Brooklyn.
And then it requested access to my microphone.
Maybe the day will come when it doesn’t ask.
