655
Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears
(www.investing.com)
this post was submitted on 17 Nov 2025
655 points (97.0% liked)
Technology
77014 readers
1728 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 2 years ago
MODERATORS
you are viewing a single comment's thread
view the rest of the comments
view the rest of the comments
I don't doubt they'll keep selling more GPUs, but AI certainly looks like a bubble that's ready to burst with all the fake money going around in circles (assuming those diagrams are correct, which I assume they are).
Not the mention the lies that are keeping AI companies propped up, like AGI that will replace everything "in 3 months". Pretty sure they missed that deadline already.
With the current "fake" money, lies and over-investment, something bad is surely going to happen unless someone steps in.
AI advances quite a bit each day, but I'm not sold on AGI becoming a thing any time soon, maybe even ever idk.
I'm not familiar with those. Do you have one handy or maybe some keywords so I can look it up?
Think this one was the one going around
Not sure what you can lookup, probably stuff like "AI investment bubble"
This is probably a good resource (haven't read it) https://en.wikipedia.org/wiki/AI_bubble (specifically look under
Speculation > Circular Financing, soz dunno how to link to a header)I don't have a source and this might be old news, but a lot of the big deals right now are just "promises" to invest I think (money, etc not exchanged hands yet)
I really appreciate the info. Yikes! This isn't looking good.
The worst part is not JUST the circular investment making up basically all the new investment in the last few months... but the fact they are all based in impossible-to-deliver metrics.
So it is literally not a matter of "if" the bubble pops, it's a matter of when the market speculators will no longer be able to hide it