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The OpenAI bubble

rforno
in Other Investing

Maybe another slice of the next Too Big To Fail crisis, c/o the NYT... the OpenAI bubble.

https://archive.ph/Ucewh

Comments

  • WABACWABAC
    All these companies that used to be light on hard assets are going to be sitting on a lot of stuff sitting on a lot of ground.

    Stay tuned.
  • MarkMark
    Sing it with me..........."The wheels on the bus go round and round. Round and round. Round and round".........
  • hank
    edited October 31
    Something sounds paradoxical about an “open” bubble?
    Mark said:

    Sing it with me..........."The wheels on the bus go round and round. Round and round. Round and round".........

    Another record high today. No end in sight to the wealth being generated.

    (Now, back to reading Sorkin’s 1929)

  • Old_JoeOld_Joe
    "(Now, back to reading Sorkin’s 1929)"  :)
  • Sven
    Not trying to hijack the OP. This article pointed out the outstanding challenges of AI.
    https://msn.com/en-us/technology/artificial-intelligence/here-s-how-the-ai-crash-happens/ar-AA1PwDmn
  • Old_JoeOld_Joe
    @Sven- thanks for that. An excellent overview of the AI technological masterwork / world-class financial bubble.
  • Sven
    Another record high today. No end in sight to the wealth being generated.
    That was yesterday, but today the market woke up. Easy comes, easy goes and that is why it is called a bubble. Many events are happening now that could potentially be the beginning of things to unravel.

    Always admire of how Buffet is able to stay calm even with over $300 billions in cash, and not buying back BRKB.
  • DrVenture
    If the Dotcom or Telecom bubbles are any lesson, FOMO can produce bubble formation. The lesson may be to continually take profits and not get caught all-in when the bubble bursts. IMO, this is shaping up to be very lucrative and might be a bubble that dwarfs all others. Given the amount of spending already underway, and planned, it could run for quite a long time. And will likely spread to many areas, maybe some entirely unexpected.

    Maybe we should be brainstorming potential opportunities, driven by AI, that have not already been fully realized? Perhaps we should ask AI? LOL
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