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Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
(www.investing.com)
this post was submitted on 17 Nov 2025
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This goes back to September.
Don't make actions today based on something someone did months ago. Look at the situation now.
Nvidia is still being given piles of money. Everybody knows it's gonna blow eventually... but if there's a dip today it will rise again until a real crash once buyers stop paying.
DRAM going to the moon right now over demand is not a good sign of nvidia losing steam any time soon.
People are way too pessimistic about AI. NVIDIA is going to sell GPUs by the truckload until research finds a way around CUDA.
Sure, the pace of big leaps has slowed, but I liken this phase to the early 1900s. Cars were slow and unreliable, but once the technology took foothold and the 4th Industrial Revolution really took off, look how much progress was made. We went to the moon by the 60s.
AI is causing water shortages, rising electric costs and chip shortages. AI is just a fancy search engine, that can be a useful tool. It was awesome for ai to read my blood test results but I don't need it for most things, a waste of energy. Search engines should have an off button for ai, turn the lights off when we're not using it.
Google search used to be able to find answers in the old days.
The sad truth is that today traditional search engines have been run into the ground by SEO, and some how chatbots backed by LLMs are producing what Google used to call the "I'm feeling Lucky" button. It used to just automatically take you to the first result for your query which was usually what you wanted.
Its not just SEO, they intentionally made Search worse.
Techbros won't let that happen, because they're all terrified that consumers will just shut off all the AI being crammed into everything and all their money will evaporate.
I totally understand the challenges with infrastructure that need solving, but that doesn’t mean AI is useless or that it’ll never be better than it is now.
Frankly, the “AI slop” crusade isn’t working. It’s time to choose a new fighter.