nixCraft 🐧Feb 25

Just like 2008 had "Subprime Mortgages (or "Dot Com" crash) that nobody understood, 2026 has "Circular AI Revenue" deals. Ex: Microsoft gives money to OpenAI, who gives it back to Microsoft for Azure credits, which Microsoft then reports as "AI Growth".

Microsoft and Nvidia fund AI startups that buy their own tech back to report "growth." With $600b burning in data centers in 2026 alone but no real revenue to back it up.

If that loop snaps, the "fuck up" will be massive.

#ai

Show threadnixCraft 🐧Feb 25
it is going to snap one way or other. that is all i'm saying.
Show threadAdam MacLeod
@nixCraft You're not wrong buddy. All economic data of situations that have developed like this points to an inevitable crash. Right now, its in the crackle phase. Things will then begin to snap, and then things will pop. Just like Rice Crispies, although, not exactly in the same order as Rice Crispies, LOL. The key is to be smart by diversifying, and remaining calm. Its the panic buying and firesales that bring down economies.
Feb 25 at 7:32pmWeb
Show threadRay McCarthyFeb 25
@adam @nixCraft Or a rubber band toy plane overwound.