PortalsOS

Related Posts

Vote to see vote counts

AI is not a bubble. It has economic value and is transforming the world significantly.

Podcast artwork
BG2Pod with Brad Gerstner...NVIDIA: OpenAI, Future of Comp...

AI's growth is leading to a new industry of AI agents, creating exponential growth opportunities for companies like OpenAI.

Podcast artwork
PivotKimmel & ABC, Nvidia’s OpenAI ...

NVIDIA's $100 billion investment in OpenAI is reminiscent of late-stage bubble behavior, similar to past tech bubbles.

Podcast artwork
PivotCheaper Teslas, OpenAI’s Cash ...

Analysts are warning about AI bubble fueled by companies pouring money into each other's coffers. It's a ticking time bomb!

Podcast artwork
More or Less#116 iPhone Air or Pro? Apple ...

The startup environment is experiencing a bubble, with many companies focusing on AI without genuine passion, leading to a potential unsustainable future.

Podcast artwork
"Econ 102" with Noah Smit...Manufacturing's Future, The El...

AI is likely to experience a financial bust due to over-financing, similar to past tech bubbles, where the cost of capital becomes unsustainable.

Podcast artwork
Prof G MarketsxAI Teams Up with Nvidia in $2...

The circular nature of these deals, where companies like Nvidia invest in AI startups who then buy their chips, is raising fears of a bubble in AI.

Podcast artwork
"Econ 102" with Noah Smit...AGI Thought Experiment with Dw...

Current AI models can reason but lack the economic impact expected, as evidenced by OpenAI's $10 billion revenue compared to larger companies like McDonald's.

Podcast artwork
Prof G MarketsThe Great Sloppification of Op...

OpenAI's current strategy may involve making acquisitions to expand its capabilities and market reach, leveraging its high valuation.

Podcast artwork
More or LessOracle's GPU Margins, OpenAI’s...

The market is rewarding AI investments, but there's skepticism about the long-term economic sense. The real question is whether these investments create long-term liabilities that hinder future profitability.