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Hey bro, here’s some money.
Hey bro, now that you have money, buy some of my stuff
Hey everyone, look how much stuff I’m selling!
Circular financing → Bubble → Pop
Yet, go ask AWS for a GPU and wait for them to assign it to you after two weeks on a Sunday…
This summarizes the ai-bubble perfectly, and everyone is here, too: Nvidia, OpenAI, Softbank and Lutnick as the cherry on top.
Raising debt is the whole point now.
Source: trust me, bro!



