Gabriele Svelto13h ago
We're all wondering when this bubble will burst, but what if it already has? The flash of a distant explosion might not look like much, but only until the shockwave reaches you
Show threadCassian

@gabrielesvelto This doesn't seem to be an article about the AI bubble bursting:

"The company is doubling down on capital expenditures, which has led to concerns that software growth may decelerate, and investors are selling software stocks over fears that AI vendors may replace Microsoft's products."

7:43pmWeb
Show threadGabriele Svelto6h ago
@cassolotl the article isn't, but Microsoft's stock collapse is. Microsoft is at the center of the AI circus. They own 20% of OpenAI and have stuffed every single product they have with chatbots. And yet they're rapidly declining. If there were anything good in AI they'd be benefitting from it, instead they're suffering, as they should since they're throwing away good money to fund a bunch of smoke and mirrors.
Show threadSteve Purcell5h ago
@cassolotl @gabrielesvelto the capital expenditures are on AI data centers