Thread 60653767 - /biz/ [Archived: 323 hours ago]

Anonymous ID: Yuf5yFyr
7/18/2025, 10:56:34 PM No.60653767
123
123
md5: 600822a4c82907139ce7869c4144baeb🔍
are you ready for the ai bubble to pop?
Replies: >>60653785 >>60653792 >>60653836 >>60654231 >>60655913 >>60656090 >>60656103 >>60656825 >>60656935 >>60658024 >>60658586
Anonymous ID: ytIROktp
7/18/2025, 10:59:03 PM No.60653785
>>60653767 (OP)
>erased trillions
How can you erase anything if money just goes from one hands to another? Nothing has been erased and nothing will be. Rich shits will just lose some money and smart fuckers will gain that money.
Replies: >>60655998 >>60656811 >>60658567 >>60658589
Anonymous ID: z/HVpoUc
7/18/2025, 10:59:32 PM No.60653792
>>60653767 (OP)
When retail goes in mass buying super-robo-waifu3000 stocks at 2000 dollars then it will pop.
Anonymous ID: GZOBLP9I
7/18/2025, 11:06:50 PM No.60653836
>>60653767 (OP)
Go back and look at the nasdaq chart 1995-2000. Then read some articles from those years. We aren't even 10% of that level of euphoria. I honestly hope we do get something similar over the next 5 years.
Replies: >>60654181 >>60655963
Anonymous ID: /wGumyuR
7/19/2025, 12:02:27 AM No.60654181
>>60653836
This is my feeling too, there is definitely going to be an ai bubble burst at somepoint but we are are still in the relatively early stages
Anonymous ID: Nv898ofa
7/19/2025, 12:08:58 AM No.60654231
>>60653767 (OP)
>ai bubble
open ai is private, lil bro
Replies: >>60655909 >>60657055
Anonymous ID: J7ug65US
7/19/2025, 6:54:46 AM No.60655909
>>60654231
And their owner is nearly 7% of the S&P, and has been putting every single one of their chips on "AI" in one form or another for the last half decade. If AI dumps, a decent chunk of the market disappears overnight.
Replies: >>60657872
Anonymous ID: pI+a/Vpe
7/19/2025, 6:56:08 AM No.60655913
>>60653767 (OP)
There aint no way to invest in AI except by indirectly buying Oracle and Nvidia stock
Replies: >>60657879
Anonymous ID: ou8klB+7
7/19/2025, 7:06:35 AM No.60655963
>>60653836
The current bubble has way more in common with the nifty fifty bubble. The retardation surrounding AI assets is just one small part of the bubble.
Replies: >>60656040
Anonymous ID: pLur0EpU
7/19/2025, 7:22:40 AM No.60655998
>>60653785
>How can you erase anything if money just goes from one hands to another
There is no money involved, it's a bunch of numbers in a spreadsheet
Anonymous ID: x4w4J9Tj
7/19/2025, 7:42:14 AM No.60656040
>>60655963
The market is always right. And what is the market telling you? What is the future going to be like?

Everyone missed the part when Stanford Behavioral Lab and MIT Media Lab churned out the tech bros that turned the whole world into a casino. All the same fundamental addictive tricks and as long as you use a cell phone or the internet you are a part of it. And the house always captures the most value. AI that maximizes engagement (look at OpenAI growth numbers and think for a second) is just a new better tool for the same purpose.

So you can think of the magnificent six as the owners of the casino and the seventh as making the integral part of the slot machines. Sure there are cleaning services for the casino and someone makes furniture for it and provides power but none of those other companies in the world capture the same sort of value.

That is what the market is saying. And as long as there is no regulatory pushback mag 7 will all become trillion dollar businesses.
Anonymous ID: uC6fgImn
7/19/2025, 7:48:50 AM No.60656056
Companion_film_poster
Companion_film_poster
md5: 5a451bcc46c5e5039ba8c8860a4a1006🔍
All the pieces of the puzzle are there for a robot waifu that asks how your day went and can meaningfully reply, then serves you dinner, then hoovers the cum right up out your balls before you play video games and go to bed. A good enough for most people model could probably be made for $500k or less.
The AI top is not there yet is what I'm saying
Replies: >>60656103 >>60656815 >>60656857
Anonymous ID: 2edSnGIy
7/19/2025, 8:03:11 AM No.60656090
>>60653767 (OP)
NVDA's P/E ratio is only 2x higher than the traditional bubble threshold, despite being the most valued company in the world right now. In terms of dotcom we're like 1997ish as it pertains to AI.
Replies: >>60656869
Anonymous ID: MVC9ykbm
7/19/2025, 8:06:37 AM No.60656103
>>60656056
A 10k basic bitch model with chadgpt right now would be a better companion than most real people, this is how bad the world has become

>>60653767 (OP)
You dont know half how retarded 1998-2000 was in euphoria
When new ai companies ipo everyday to billion dollar valuations we can talk, imaging the 2017 ico mania but then for tradfi
We are a long ways off from irrational exuberance right now, as other anons said you cant even directly invest in ai
Thats because the profits are all real and they dont want to share, that happens nearer to the end
Anonymous ID: jExR7voq
7/19/2025, 1:14:50 PM No.60656811
>>60653785
Money is not energy. Value can be created out of thin air and then lost again. Just look at bitcoin.
Anonymous ID: apSUAhjO
7/19/2025, 1:16:46 PM No.60656815
>>60656056
jewish plan to stop this generation to have kids is going great
Replies: >>60657889
Anonymous ID: /SEws8kc
7/19/2025, 1:19:35 PM No.60656825
>>60653767 (OP)
There’s no big public “ai company” to crash yet. Even if AI turns out to just be a glorified google search, what company would really suffer?

The monetary footing is also completely different to 2000 and more bullish
Replies: >>60656910
Anonymous ID: UpiJAmbp
7/19/2025, 1:32:51 PM No.60656857
>>60656056
>$500k or less
Is a real waifu really more expensive than this?
Anonymous ID: 6bTQyGNu
7/19/2025, 1:39:35 PM No.60656869
>>60656090
Thats because NVIDIA is selling shovels, while all these companies putting AI in refrigerators are the ones with shovelware. I think the one thats at most risk is salesforce, because nobody needs that shit and ESPECIALLY not "AI" salesforce. Apple and microsoft are at risk too, but their core businesses are so large I think they can easily survive a crash.
Replies: >>60657046
Anonymous ID: zO07imop
7/19/2025, 1:43:18 PM No.60656884
In less than 15 years AI will be everywhere and you're a massive retardio if you don't understand this
Replies: >>60657058 >>60657221
Anonymous ID: 6bTQyGNu
7/19/2025, 1:52:09 PM No.60656910
>>60656825
I think its time to be worried if OpenAI or xAI goes public, otherwise I agree with you, the risk is actually lower than it seems right now.
Anonymous ID: oloR9oAk
7/19/2025, 2:02:30 PM No.60656935
>>60653767 (OP)
maybe but not anytime soon
Anonymous ID: gjdfqQhy
7/19/2025, 2:35:52 PM No.60657046
>>60656869
>Thats because NVIDIA is selling shovels
They're not selling shovels, they're selling the idea that there's gold in them there hills. TSM is selling the shovels. Hype hype hype for the gamer-brainrot generation. The bet is this: who will decide US foreign policy, Trump or Jen-Hsun Wang? Or rather, does Trump fall for Wang's total bullshit like all the retails morons?
Anonymous ID: kkBxsp4X
7/19/2025, 2:38:33 PM No.60657055
>>60654231
This.. most of it is non-investable for retailers.
Even if this is the mother of all bubbles just waiting to pop, then who exactly is exposed? Some hedgefunds with private equity in OpenAI and the likes? If a bubble pop and it doesn't affect anyone, is it then a bubble?
Anonymous ID: gjdfqQhy
7/19/2025, 2:39:45 PM No.60657058
>>60656884
>In less than 15 years AI will be everywhere and you're a massive retardio if you don't understand this
I think we found the retard here. Do you really think UNIONS are going to stay quiet as their dues-paying members get the sack? No fucking chance the Teamsters are going to accept AI-controlled trucking, nor will the teachers union accept remote-AI tutors.
Replies: >>60657090 >>60657101 >>60657223 >>60657862 >>60657905 >>60659006
Anonymous ID: 4utZbEXc
7/19/2025, 2:48:34 PM No.60657090
>>60657058
>the teachers union accept remote-AI tutors
how can they do anything, people still have a freedom of education
everyone will go to ai tutors as these are simply so much better than the retards calling themselves teachers nowadays
if homeschooling was never banned, then they stand no chance of banning ai tutors

as to trucking the unqualified foreigners killing people left and right with trucks right now seem a bigger problem than ai trucks
Anonymous ID: zO07imop
7/19/2025, 2:54:08 PM No.60657101
Capture d’écran 2025-07-19 à 19.53.44
Capture d’écran 2025-07-19 à 19.53.44
md5: 49359f48ca92b2d82504d4b7804f09af🔍
>>60657058
Replies: >>60657912
Anonymous ID: AHHW6QcL
7/19/2025, 3:37:01 PM No.60657221
>>60656884
Just like the internet was everywhere 15 years after Dotcom

Most ‘AI companies’ are likely shit investments at today’s prices, even if the AI hype is largely true.
Anonymous ID: /wGumyuR
7/19/2025, 3:38:48 PM No.60657223
>>60657058
Name 1 instance of unions being retarded luddites working out
Replies: >>60657897
Anonymous ID: CdwJANAM
7/19/2025, 6:41:55 PM No.60657862
>>60657058
True
Anonymous ID: Nv898ofa
7/19/2025, 6:45:12 PM No.60657872
>>60655909
>owner
you mean their cash cow?
they don't own shit
Anonymous ID: Nv898ofa
7/19/2025, 6:47:21 PM No.60657879
>>60655913
you can buy world coin, but it's not in any bubble what so ever
Anonymous ID: dN/Oj7Pe
7/19/2025, 6:50:40 PM No.60657889
>>60656815
um akshually its not "le jews" as usual with your rent free fever dreams about joos
its a combination of making marriage worthless, the fall of traditional values like trust and honesty, social media and video games being more interesting than increasingly awful people. social media is video games for women; we would all rather play games then interact, and really its not surprising. the value added proposition of making a friend is approaching zero.
at least when AI lies, i can see its Chain of Thought.
Replies: >>60657919
Anonymous ID: dN/Oj7Pe
7/19/2025, 6:52:22 PM No.60657897
>>60657223
dockworkers. us ports are among the least automated on the planet despite being the busiest by far.
Replies: >>60657903
Anonymous ID: /wGumyuR
7/19/2025, 6:53:40 PM No.60657903
>>60657897
Still getting phased out, the existing workers aren't getting fired but they are getting replaced by machines upon retirement
Anonymous ID: dN/Oj7Pe
7/19/2025, 6:53:57 PM No.60657905
>>60657058
they will bitch and moan and some unlikeable cunt will beg congress to DO SOMETHING. incentives matter tho.
Anonymous ID: K70FTqGv
7/19/2025, 6:55:07 PM No.60657912
>>60657101
Krugman was and is always the gayest of the 'economists'. He could change but I doubt he will. Shame to be grouped with men like Ludwig von Mises and F A Hayek.
Replies: >>60657938 >>60658597
Anonymous ID: Nv898ofa
7/19/2025, 6:57:13 PM No.60657919
>>60657889
>its a combination of making marriage worthless
hmmm.. who could be behind the divorce laws and divore law firms???
> the fall of traditional values
wonder who could be pushing that...
Replies: >>60658621
Anonymous ID: dN/Oj7Pe
7/19/2025, 6:59:56 PM No.60657938
>>60657912
krugnuts has had his head up his ass for over 2 decades. he either believes his shit or is sociopathic enough to lie consistently in order to keep his job at the NYT. that is his contribution to society. he is no mises or hayek or even a fucking pedo like Greenspan. he is just a barnacle.
Anonymous ID: r1kj0PSt
7/19/2025, 7:19:26 PM No.60658024
>>60653767 (OP)
AI isn't pets.com though. it's a very useful tool, and it makes total sense why tech companies are laying off tons of people because of it
Replies: >>60658450
Anonymous ID: Nv898ofa
7/19/2025, 8:55:36 PM No.60658450
>>60658024
the best part is how this guy yaps about the dotcom bubble
but the dotcom bubble was only temporary, due to lacking infra
now, everything is on the internet, most of the products made up during the dotcom are actual things now (streaming platforms for example)

he also thinks that people have not learned from the dotcom bubble, on the importance of having infra to deliver an actual product
as if he alone is able to discern if something has the capability to be shipped, and the dudes who are building it don't
Anonymous ID: U+0sYduZ
7/19/2025, 9:12:54 PM No.60658525
In every bubble, most of the money doesn't go into the innovation needed to realize the amazing feats of the technology. Most of it follows hype.

web3 was the same way, where zero knowledge compute and decentralized identity live on as interesting fields but the money has moved past so now they trudge forward slowly.

even the dot-com bubble saw big corporations subvert the advancement of networking protocols since eCommerce was becoming too profitable.
Anonymous ID: ppOBLSAS
7/19/2025, 9:20:32 PM No.60658567
>>60653785
Market Cap is just all stock (quantities of shares) priced at the last price, and that is assumed to be the whole value of the company. If all of a sudden the whole market re-calibrates the "value" of those shares to be 10% less (say, at opening) then that 10% was wiped out. No transactions brought down the price ("money switching hands" as you said). It just ceased to exist because the margin price is different)
Anonymous ID: 6pgVwr6C
7/19/2025, 9:24:41 PM No.60658586
>>60653767 (OP)
AI agents/operators will replace 95% of desk jobs. You're not bullish enough.
Anonymous ID: mHlwOH8w
7/19/2025, 9:24:55 PM No.60658589
SilverChud
SilverChud
md5: 24e9b4bdf4c4535b9c3d25731310c965🔍
>>60653785
It's called leverage. There is so much "borrowed money" that props up the value of all assets, including all sorts of service sector jobs, income statements, balance sheets, tax revenues etc. Alllll down the line you have every last little nook and cranny of the economy slammed with borrowed money that is distorting everything.
Well, what happens is all of these bad loans start to turn sour and there is a mad scramble for liquidity. Assets start being sold to get cash to pay back loans and then suddenly everyone starts to see the "true" value of their assets. As you endlessly toil your entire life, you now realize that all of those stocks you were buying, your insurance benefits, social security, pension, your house, etc. It's all a stinking pile of shit. The bank you put your money in is bankrupt and can no longer afford to lend. And suddenly you can't find anyone able to pay cash to buy your overpriced house. And the stocks that were backed by $0.05 of assets for every dollar you invested suddenly lose 90% of their value.
The issue is capital vs credit. Without endless loans you find out that everyone is broke. And the counterparty risk suddenly proves that what you thought was "wealth" was just a bogus IOU that someone else owed you money. But they couldn't pay you unless someone else paid them. A massive daisy chain of value that doesn't exist needs to flow through 10 different pockets before it reaches you. And you and I all of the rest of the tax cattle will be the ones to bear the brunt of the economic losses.
This is why you should buy real capital assets that have no counterparty risk.
Anonymous ID: mHlwOH8w
7/19/2025, 9:26:14 PM No.60658597
>>60657912
The guy is a pedophile. Remember like 5 years he started tweeting about how someone 1337-h@cked his comp and put compromising images on it. Yea, he totally inb4ed the sabotage.
Anonymous ID: tzcIeMSI
7/19/2025, 9:33:08 PM No.60658621
>>60657919
nobody is pushing that retard. it is natural for rich countries to have less kids because having a bunch of kids is primitive behaviour. you needed a bunch of kids to get shit done, plus you didn't know what to do with your free time, now you have endless hobbies and interesting things to do, which you cannot do if you have to take care of kids. AI and robots will do the jobs.

so yes, you could kill all jews in the world, same shit would be happening. this is why nazis are brookies, they cannot read the room.
Anonymous ID: 2edSnGIy
7/19/2025, 11:00:13 PM No.60659006
>>60657058
They will in countries that aren't retarded, e.g. Denmark where their own longshoreman unions approved further automation and AI use for their docks/ports, which are more productive than any American ones
Anonymous ID: CTLW3/jQ
7/19/2025, 11:49:51 PM No.60659208
I hope so. I sold nvda at $900 (before split)