PhillSep 13, 2025
nixCraft 🐧

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 🤣

Sep 13, 2025 at 3:10pmWeb
Show threadFaraiweSep 13, 2025

@nixCraft THANKS.

This is a MUCH simpler way to explain the LLM bubble than what I - with too many years of grad school level Economy - was trying to present to people whose notional vocabularies stop at latest Autotune Taytay song title.

Legit.

Show threadbituur esztreymSep 13, 2025
@nixCraft
nooo bubble. we can't see it.. #ohwait `w;7[)
Show threadZeroSep 13, 2025
@nixCraft It's not a bubble, it's a ponzi bubble.
Show threadJustin DerrickSep 13, 2025
@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.
Show threadSaanichGuy 🇨🇦🇨🇦Sep 13, 2025

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

It will be terrible

Show threadPhillSep 13, 2025
@nixCraft interesting info. Thanks.
Show threadVon JaviSep 13, 2025
@nixCraft, the same thing happened in the dot com bubble. Everyone was placing orders on each other until no one had any investor money's to waste.
Show threadKlaus FrankSep 13, 2025

@nixCraft

Anyone into #finance explain how this isn't just a more complex form of a #pyramidscheme?

Show threadMiraSep 13, 2025
@nixCraft Reminds me of how Westinghouse got wrecked and went nearly bankrupt in the 1990s due to bad Florida commercial real estate deals. Maybe these companies actually will go bankrupt
Show threadWulfy—Speaker to the machinesSep 13, 2025

@nixCraft

How much would you invest in all future profits, forever?

Show threadLuna chanSep 13, 2025
@nixCraft It's a ponzi scheme just like what happened with crypto and before the dotcom crash.
Show threadSpaceLifeFormSep 13, 2025

@nixCraft

Such pretty Tulips.

You can buy them anywhere if you are rich.

Show threadurban explorerSep 15, 2025
@nixCraft And when the bubble deflates. The government will just print money and give it to this companies to save them
Show threadDan VieiraSep 24, 2025
@nixCraft lol @ 'circular concerns' https://www.marketwatch.com/story/nvidias-openai-deal-adds-to-a-brewing-concern-but-will-that-actually-hurt-the-stock-3bc3a015?st=sWgtzk&reflink=desktopwebshare_permalink #llm #ai #aihype #ponzi