this post was submitted on 02 Dec 2025
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Microsoft has gone all-in on AI to the detriment of basically every other aspect of their business. They are in deep deep shit when the bubble finally pops.
And I am so ready for the bubble to burst.
15% of the total United States GDP is a single company. I struggle to comprehend the scale of that, but one thing is for certain; it's going to bite us in the ass eventually.
no, it is not. you struggle to comprehend it because it is not true.
it is comparing different things. one is a valuation, the other is the value of goods and services over a year. the comparision would be with yearly revenue of a company
The stat that's going around at the moment is that 30% if the GDP is transactions between the "Magnificent 7". That one is fair because it's economic activity.
The underlying economy is in recession with the AI frosting on top pushing it to break even levels.
That one is even more ridiculously untrue.
Those stocks make up 30% of S&P 500, by weight.
Not GDP.
Thanks for the clarification.