nixCraft 🐧Sep 13, 2025

How old money works:

1. OpenAI signs $300B GPU deal with Oracle and they don’t have that kind of money
2. Larry gains $100B (no GPUs shipped) from stock gains
3. Larry invests in OpenAI’s $1T round
4. Sam uses $300B to pay Oracle
5. Oracle stock pumps again on the news of OoenAI deal. Investors rushed and stock prices went up
6. Larry makes another $100B
7. Larry invests in OpenAI

Me: there is absolutely no bubble around 🤣

Show threadJustin Derrick
@nixCraft I cashed out my tech ETF at the January highs…. It’s only just now come back to the same level I sold at, so I missed the opportunity to make another 20%…. When the bubble pops I’m expecting a bloodbath of 50% or more — the AI BS is so pervasive I suspect it will be similar to 2008.
Sep 13, 2025 at 4:00pmWeb
Show threadSaanichGuy 🇨🇦🇨🇦Sep 13, 2025

@JustinDerrick @nixCraft exactly. All hype for a poorly functioning tool

It will be terrible