Uh oh wheresyoured.at/bubble-trouble/ podcasts.apple.com/us/podcast/bet…
Uh oh wheresyoured.at/bubble-trouble/ podcasts.apple.com/us/podcast/bet… https://t.co/fIatWzQ1Rv
@edzitron If the entire AI industry has to crash and burn so that I can get a new graphics card for cheap, that’s a sacrifice I’m willing to make
@edzitron .@deemurthy you are one of the only voices I’ve heard consistently calling the AI bubble. Check Ed’s peice, it’s proving prescient…(NVidia -10% on the day)
@edzitron You are the only person who can get me to use Spotify to listen to anything. Keep up the great work 💪🏻
@edzitron Look, I really want you to be right, but it's not like they released bad earnings and that is why the stock tanked today. People seem to just be realizing profits which is normal for a stock that is still up 58% YTD. This is not a sign of demand weakness for their chips
@edzitron @bcmerchant More of a boo-hoo than an uh-oh imho
@edzitron damn, Nvidia must have listened to your last pod.
@edzitron Stability will be the first to die
@edzitron Oh please please please let it crash and burn like a zeppelin in a storm.
@edzitron @willperrin Getting strong WeWork vibes from the relentlessly hyped demand for MOAH AI capital spend. It’s unsustainable, whatever market there is for generative AI is far too small. Machine fabulations will soon cost nothing.