Joined @arimelber.bsky.social on MSNOW talk about the AI bubble, Treasuries and the growing cost of AI data center debt, and how Oracle and Paramount’s debt threatens Larry Ellison’s future.
88 reposts594 likes
Joined @arimelber.bsky.social on MSNOW talk about the AI bubble, Treasuries and the growing cost of AI data center debt, and how Oracle and Paramount’s debt threatens Larry Ellison’s future.
88 reposts594 likes
God I love seeing someone that actually knows what they're talking about on Television talking about this. The Stock Market crash also happens to live inside an organism that has been spoofing prices through suppressing price discovery. Private Credit, The Yen Carry Trade, & AI is a Ponzi scheme.
A brief overview on why the AI Bubble is not just a 'Dot Com' or even just a '2008'; but something existentially threatening to Capitalism.
Wow, excellent analysis! How do you see the effect of Chinese open model popularity affecting OpenAI's, and, in turn, Oracle's, profits/market positioning? Shameless plug: Interested in the AI China/US arms race's impact on global power? Check out our podcast: open.spotify.com/episode/3mEv...
Nope, it's proprietary www.computerweekly.com/news/3666504...