Khurram Wadee ✅The #Claw and #Bubble #Nebulae
#Astronomy #Picture of the Day
jbz"Today, we’re also announcing that OpenAI will be included in several exchange-traded funds managed by ARK Invest, further broadening ownership and giving more people the opportunity to share in the upside economics of OpenAI and the AI era."
FaraiweThe "ai" LLM bubble pop is not gonna happen...
It ALREADY is happening.
Every single imbecile out there yammering about boosting demand, or worst imbeciles smugly remarking how come it's not "technically" a bubble if we see it coming.
People are talking about it SEEING it, but denying it.
It's self-referential, it's dropping value, in an accelerated manner, from the core "engine" that keeps that self-referential jerk circle going. it's a bubble.
🔥 Oracle cuts 30,000 jobs to pay for datacenters no one will use.
｢ Workers across the U.S., India, and other regions learned their jobs were gone before most people had finished their morning coffee, with no prior warning from HR or their managers ｣
https://rollingout.com/2026/03/31/oracle-slashes-30000-jobs-with-a-cold-6/
Andreas FinkWill it PLOP? Yes definitively....
https://subseacables.blogspot.com/2026/03/meta-loses-310-billion-in-stock-value.html
ポイズン雷花神秘の演舞 Містичний танець
聖なる灼眼が瑠璃球に触れる時、
вітаючи посланців Бога.
https://www.deviantart.com/poison-raika/art/Shinpi-no-Enbu-1286454427
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#eyes #lapis #lazuli #sphere #cotton #candy #burn #crimson #red #bubble #illuminate #golden #searchlight #messenger #perform #slow #soft #dance #give #audience #drop #souvenirs #return #home #rainbow #colored #gift #float
Hacker NewsHow the AI Bubble Bursts
https://martinvol.pe/blog/2026/03/30/how-the-ai-bubble-bursts/
#HackerNews #AI #Bubble #AI #Trends #Tech #News #Innovation #Future
How the AI bubble bursts
The catalysts for a crash are already laid out, and it can happen sooner than most expect. AI is here to stay. If used right, chances are it will make us all more productive. That, on the other hand, does not mean it will be a good investment. Big tech doesn’t need to win, just outspend Magnificent 7 companies are increasing capex to their biggest ever to differentiate their tech from each other and the big AI labs, but the key realization is that they don’t have to spend it to win. It’s a defensive move for them, if they commit $50B, OpenAI and Anthropic need to go raise $100B each to stay competitive, which makes them reliant on investors’ money. As the numbers get bigger, the amount of funds that can write checks of the size required to fill such amounts gets smaller. And many of them are now getting bombed in the Gulf. This is the reason there’s a push for IPOs, it’s because it’s the only option left to keep the funding coming. Taking this into account, Google is extremely well positioned to weather the storm. When they announce capex expenditure, they don’t spend it overnight. They can simply deploy month by month until their competitors struggle to raise and get forced to capitulate. At that point they can just ramp down the spending and declare victory in a cornered market. They don’t need capex, they just need to make it very clear for everyone that nobody can outspend them. It is hard to picture as numbers get so big, but Alphabet (Google’s parent) is ten times more valuable than the biggest military company 1. This also has a great implication for the Mag 7, especially Google: their capex will be a lot smaller in practice than projected, and as investors hate to see high capex in tech, the market will probably reward that if it materializes. As of March 2026, Alphabet’s market cap is ~$2T while Lockheed Martin’s is ~$120B. ↩
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