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gaws 1 minutes ago [-]
Not your personal army.
3 hours ago [-]
FergusArgyll 3 hours ago [-]
At least AI is not depressed all the time and trying to make everyone lose their money
bigyabai 4 hours ago [-]
Shorting Nvidia this late into the game would just reward the people going long on the stock, perpetuating the bubble with your own hubris.
roschdal 4 hours ago [-]
Nvidia P/E ratio 34.47. should be 10.
bigyabai 4 hours ago [-]
It can get even higher.
roschdal 4 hours ago [-]
I can remain irrational far longer than AI stocks can pollute nature, pillage earth and cause drought and heat related fires.
Today is the Terminator AI moment.
bigyabai 4 hours ago [-]
> I can remain irrational far longer than AI stocks can pollute nature
AI, pollution, eminent domain and global warming will all outlast you.
> Today is the Terminator AI moment.
Try mid 1990s, the earliest deployment of autonomous-kill weapons like the Patriot System and CBU-97 SFW.
dieselgate 4 hours ago [-]
> Humans are better than AI.
Sure.
> sell our AI stocks... and pop the AI bubble
Not sure it works that way, unfortunately. e.g. index funds
dmvjs 3 hours ago [-]
you first
roschdal 3 hours ago [-]
the AI emperor is naked.
__patchbit__ 4 hours ago [-]
Routes. Resources. AI. Accelerated Infrastructure. What is there to not like?
roschdal 4 hours ago [-]
I don't like the AI datacenters, Sam Altman and Claude slop.
VirusNewbie 3 hours ago [-]
why do you like normal data centers but not "AI data centers"? What do you think the difference is? When does a normal data center turn into an AI data center?
AI is a generational attack on working people everywhere by the capitalized class.
It has earned our animosity, especially if the attack looks like it will actually go through.
And, ironically, I don't think the capitalized even understand that they are building a giant guillotine for themselves, as if the buildout billions are well-spent, there would necessarily be a communist revolution, and it would be bloody. No one eats safely around the starving.
Without a horse in this race, I'm fascinated to see which the market chooses: machine-god + self-annihilation, or humiliation + bankruptcy.
Either way, there is nothing like the present configuration on the other side. Its a political, not technological, singularity.
JoshTriplett 4 hours ago [-]
Standing reminder: The market can remain irrational longer than you can remain solvent.
roschdal 4 hours ago [-]
My intuition tells me I am right about this one.
bigyabai 4 hours ago [-]
Your intuition has been telling you this same thing for years, now:
If you shorted Nvidia back when you started complaining, you would not be any richer or better-off today. I'm not an AI maxi, but you've let your own emotions poison your understanding of the AI market segment.
tanseydavid 4 hours ago [-]
Another standing reminder:
LONG position: potential losses (FIXED), potential gains (INFINITE)
SHORT position: potential losses (INFINITE), potential gains (FIXED)
toomuchtodo 4 hours ago [-]
Grab a coffee with Leopold Aschenbrenner, ask how their experience with intuition went. You must be right, on time, and with sufficient capital behind you to win.
lesuorac 3 hours ago [-]
Arguable he had all 3. He was right about the market going up for AI, he was right about the years, and he had double-digit billions behind him.
It's just there's no sufficient capital when you decide to re-leverage to 4x every time you can.
Today is the Terminator AI moment.
AI, pollution, eminent domain and global warming will all outlast you.
> Today is the Terminator AI moment.
Try mid 1990s, the earliest deployment of autonomous-kill weapons like the Patriot System and CBU-97 SFW.
> sell our AI stocks... and pop the AI bubble
Not sure it works that way, unfortunately. e.g. index funds
https://dune.fandom.com/wiki/Butlerian_Jihad
It has earned our animosity, especially if the attack looks like it will actually go through.
And, ironically, I don't think the capitalized even understand that they are building a giant guillotine for themselves, as if the buildout billions are well-spent, there would necessarily be a communist revolution, and it would be bloody. No one eats safely around the starving.
Without a horse in this race, I'm fascinated to see which the market chooses: machine-god + self-annihilation, or humiliation + bankruptcy.
Either way, there is nothing like the present configuration on the other side. Its a political, not technological, singularity.
https://news.ycombinator.com/item?id=45530497
https://news.ycombinator.com/item?id=44203174
https://news.ycombinator.com/item?id=41093016
If you shorted Nvidia back when you started complaining, you would not be any richer or better-off today. I'm not an AI maxi, but you've let your own emotions poison your understanding of the AI market segment.
LONG position: potential losses (FIXED), potential gains (INFINITE)
SHORT position: potential losses (INFINITE), potential gains (FIXED)
It's just there's no sufficient capital when you decide to re-leverage to 4x every time you can.