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    11 Kommentare

    1. Possible-Shoulder940 on

      They both can be true. AI investment is too much in too short of period and the timeline for it to pay off will exceed both investors and bondholders investment horizon and AI is eventually going to disrupt work but it will be well outside the timeline for the stock market and investors. Timeline mismatch, the companies doing the investment will hit a financial crisis well before the investment pays off. The companies that will benefit may not even exist yet.

      [https://archive.ph/1fTnz](https://archive.ph/1fTnz)

    2. dumb title. Nvidia, memory manufacturers, storage manufacturers, server manufacturers are all doing fine. Software companies, however not so much.

    3. the companies that fired their teams on the promise of AI are about to find out those layoffs dont reverse when the bubble pops. you can rehire positions but you cant rehire institutional knowledge.

    4. The bubble is a problem. People are ignoring the real problem, though. AI companies will survive just long enough to all get compromised on the way down…after they have everyone’s data and agents are installed in every major business. Malicious states and hackers are going to have soooo much fun.

    5. Alan_Reddit_M on

      I love seeing AI fail spectacularly. I don’t care if I get caught in the blast, I wanna see every single AI company burn to the ground

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