Quite the Friday night news dump. 🙄 $NVDA $ORCL
58 comments — live from bluesky
digiblader.bsky.social · 26 · 21h ago A sign the AI bubble is about to burst?
Karl_P · 14 · 20h ago Yes, kinda like building monorails.
No worries, we’ll ask ChatGPT to fix all this by Monday!
Do I see cracks forming ?
Nobody’ll notice.
Huh!
The AI bubble can't pop soon enough
Mondays market open might be all red!
Unless Trump gets a deal with Iran. Or talks. Or an updated MOU. Oh hell.
Probably will open green, when was the last time markets seemed rational?
So long data centers. We hardly knew ye.
The "Friday Night News Dump" is just the corporate version of "I’m going to tell you this now so you can spend the weekend pretending it didn't happen." The GPU gods demand a sacrifice.
Nothing like a little intellectual paucity you keep things interesting. 😒
It seems like AI should be able to solve these problems.
@karaswisher.bsky.social - Your weekend plans are cancelled.
Shit is so overcooked.
The pullback has begun.
Probably already planning taxpayer funded bailouts.
That Jane Street loss is a bit worrying, how many other traders and funds are close to insolvency because of the sudden drop in the value of chip stocks.
It seems they are trying to bury the bad news on the weekend... This clusterfuck is direct result of unleashing AI prematurely just for the purpose of selling stock
Exactly.
Well now!
Having a chuckle at all the ppl confusing a potential market correction with the cutting-edge frontier AI.
Markets are markets - there will be winners and losers.
Look at the railroads roller coaster in the 19th century.
Look at the 2000/02 dot-com crash.
Now we have high-speed AI rail and quantum.
You are forgetting how long it took for people to emerge from dot.com 1.0. And it was the quiet ones who were working on actual problems. Not AI wrappers. And there was a secondary market to absorb the reasonable people.
You are going to have a bunch of college dropouts who think they are worth 200k competing with master degrees who can’t get an entry level job.
These kinds of comparisons are only helpful as a reminder that markets figure things out over time.
But the special sauce here is obviously the AI.
IF it evolves to where the industry expects - let’s say as good as our best, self-recursive, physical world awareness, robotics - than it won’t need ppl
If you believe that you truly have misunderstood humanity and what AI is. Automation has been happening since we evolved. The market will evolve and those who can present a true value prop for AI win.
Junk applications will still exist but they will be in the category of an app to play a stupid mobile game or a sex robot. And the dumb masses will say oooh and ahh and the rest of us will still work but in slightly different way.
And an entirely new industry will prop up to support the good and bad side of AI. If I were a therapist, I would start specializing in social media and AI addiction.
IF AI gets to be as advanced as experts are predicting, very few human will have paying jobs in 20 years from now.
There would be a real chance at an age of abundance, where ppl will be free to choose what they do - hobbies, communes, volunteer, VR scales, space tourism, ashrams, clubs etc.
Yes I will do it in my flying time traveling car that was in Back to the future that was set in the future of 2015.
One problem with this - and I’m seeing it often on Bluesky - we already have remarkably powerful AI now, in 2026.
We never had that before.
And no, I’m not talking these publicly available LLM chat bots.
I’m talking the cuttimg-edge frontier models, military, space, industry, math etc.
How could you leave out Trump declaring the Straight of Hormuz will now be a part of the US???
capitalism $$$$
Yikes
Shut up shut up shut up its fine. Everything's FINE
Cracks in the facade?
Oracle news is basically two weeks old
Stop! I'm running out of tiny violins!
Rut-roh
So great that all the richest people on the planet are fucking morons.
Very sustainable.
S-tier civilization.
They don't have to be smart, they just have to be shameless lying sociopathic narcissists which nearly all of them are and for some reason we as a species reward them with untold wealth and luxury for that terrible behaviour
Pump & dump.
The bubble is set to collapse 😂 😂
This bubble is about to pop. I remember 2006-2008, & this is what it sounded like right before the subprime music stopped.
Data centers are horrible investments - and that’s in part because AI is a money loser as it’s set up now …
Yep. Relevant article from a month ago:
Q: Has anyone ever used a consumer facing app with Ai and had "an enhanced user experience?"
I'm looking at you Google
China is offering "good enough" open source Ai models for free. US companies will have no pricing power.
Convince me it's not the dot-com bubble mach2
And Trump has just announced it will be an "us or them, choose now!" status for the rest of the world.
Moving towards a US v China situation.
The rest of the world is the prohibitive favorite
💯💯💯🔥🔥🔥
Chinese AI Models Threaten U.S. Industry Lead | PBS News Hour | PBS LearningMedia share.google/ARyaRo5S6pGS...
This is going to make the dot-com bubble & the 2008 crash look like hiccups.
Almost there.
www.multpl.com/shiller-pe
Sadly, it's gone on long enough to infect bog-standard
investment vehicles like mutual funds and pensions
😬
Don't forget taxpayers since Trump is taking equity in tech companies. They go broke and taxpayers' shares are probably worthless
Yep
It's everywhere now 🤨
Well, I hope it's not so badly infected in Europe or Asia
Because I've got a goodly chunk of stuff parked in those equities 🙏
Better than good enough, tbh
obligatory
I do not feel bad about this and I have stock in NVDA!
I’m heavily invested in the market but not all in on tech. The one bright spot is that if things crash before November it will help Democrats in the midterms. Stocks always bounce back. I’m not selling anything. I’ve got 2 years worth of safe $$. Not worried at all.
How do you say "the economy isn't good" without coming out and saying "the economy isn't good."
That AI crash is gonna be devastating. SCREW THEM DATA CENTER PEOPLE AND THEIR ACRES OF BLADE SERVERS CHEWING UP MY POSTS FOR SOMEONE ELSE'S PROFITS.
Looks like the LLM bubble finally burst.
So long throwing a glorified spell checker and text pattern matcher at everything and anything because you can.
I should say, because you can and because it's the cool thing to do.
Deservedly so.
You mean these people are not infallible 😬
Can you say Pop ?
You can rent compute by the hour— but you can’t rent methane by the Friday afternoon SEC filing…
Don't forget, out in private credit land, 777 Partners filing for BK. Surprised this isn't far bigger news.
Like clockwork
Nvron.
The entire thing is a pissing match. A race to the bankruptcy finish line.
Too big to fail 2.0
Bonds are not selling - easy money drying up.
I’ll take the under
All the millionaires and billionaires who build factories and plants can deduct 100% of the cost of construction IMMEDIATELY rather than it taking like 39 years. It sounded like a grift and, well…