gaws
2 hours ago
Not your personal army.
Item id: 49301029
2 hours ago
Not your personal army.
5 hours ago
6 hours ago
At least AI is not depressed all the time and trying to make everyone lose their money
6 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.
6 hours ago
Nvidia P/E ratio 34.47. should be 10.
6 hours ago
It can get even higher.
6 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.
6 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.
7 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
5 hours ago
you first
5 hours ago
the AI emperor is naked.
6 hours ago
Routes. Resources. AI. Accelerated Infrastructure. What is there to not like?
6 hours ago
I don't like the AI datacenters, Sam Altman and Claude slop.
5 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?
4 hours ago
See butlerian jihad:
3 hours ago
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.
6 hours ago
Standing reminder: The market can remain irrational longer than you can remain solvent.
6 hours ago
My intuition tells me I am right about this one.
6 hours ago
Your intuition has been telling you this same thing for years, now:
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.
6 hours ago
Another standing reminder:
LONG position: potential losses (FIXED), potential gains (INFINITE)
SHORT position: potential losses (INFINITE), potential gains (FIXED)
6 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.
5 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.
5 hours ago
He was too early.