this post was submitted on 04 Nov 2025
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Fuck AI
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Here's to hoping it doesn't take long to burst, but I'm afraid nvidia still has too much money to keep the bubble going until 2027
Nvidias stock price is frankly insane.
I would short it, but if I went by all my instincts I’d have been shorting Tesla for 5 years now.
And the liability OpenAI holds is terrifying.
2008 happened because so staging like 13T of money (built on fraudulent mortgage values) that never should have existed disappeared, with these inflated prices we’re looking at a milder situation but probably still a big hit.
Given how the rest of the economy is probably already in mild recession I think this one will hurt, even if mild.
This all could have been sustainable, but Zuck and Altman and co are all pushing this way too far. Altman really needs someone to slap his hand as he keeps trying to take more and more.
Th economy is in a recession, and the money the hyperscalers have been throwing at AI is kinda like a bailout. Just wait for it all to stop.
It's not even a bailout, it's a financial potemkin village we've built to obscure how bad the recession actually is, and how much of a long-term depression it is likely to be.
I think the real problem is do they actually have that much money?
"have" is such a plastic concept.