this post was submitted on 03 Oct 2025
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[–] boonhet@sopuli.xyz 62 points 1 week ago (1 children)

Nvidia is investing in everyone because otherwise nobody will keep buying their shit, because half these companies don't actually have any real userbase, they can only buy nvidia GPUs for investment money, not from their own profits. The ones that have an actual userbase STILL don't turn a profit. It's fucked

If this isn't a bubble, I don't know what is. Oh and the leading "AI" companies are cutting research funding and just increasing scaling of existing technologies, while claiming they're harbingers of AGI. Lmao.

[–] schema@lemmy.world 8 points 1 week ago* (last edited 1 week ago)

Yep, none of the promised and already priced in revenue from AI has even begun to materialize. In many places, AI simply doesn't fill the promised use case, and in the few where it has a use, a lot, if not all of the money "saved" is spent in vetting the results. The few places where it saves some money as a tool are far from the probably trillions in revenue they priced in.

I wonder when the first larger investors will get cold feet. As long as they circlejerk themselves to new records probably not. But all it takes is a spark at this point

[–] f314@lemmy.world 35 points 1 week ago

This is how you get a high GDP while half the population can’t afford to satisfy basic needs.

[–] AppleTea@lemmy.zip 12 points 1 week ago

How long has it been? Three? Four years?

Anyway, imagine it was 2004 and your about to watch all the advertising slowly get replaced with investment pitches for Lehman Brothers. That's what this has felt like.

[–] CubitOom 8 points 1 week ago* (last edited 1 week ago)

It's weird how every investment class is in the green right now. Like when was the last time that happened?