@profgmarkets: "This scent chills down my spine. I had real deja vu of 99 again because this whole thing's crumbling. All of the demand that trickles down to the trillions of dollars of CapEx and infrastructure is now basically down to demand being created by two players Anthropic and OpenAI but Meta have basically said: "oh we overestimated the front-end demand we could create so we're going to lease out our infrastructure" They're basically getting out early of these capex wars."
its burn rate, the technology is more expensive than the generated revenue
2026-07-07 05:53:23
4
1984tiktoker :
Scott’s been saying this 1999 for 2 years now
2026-07-07 00:21:03
28
tim00810 :
pay attention to what IBM are doing they have survived for a long time for a reason.
2026-07-07 07:05:00
0
Kevin :
Objectively this is nothing like 99. Scott just showing how much he doesn’t understand what’s happening
2026-07-06 22:32:07
14
Andy Chaumont :
Bro, I use chat gpt every day. It has helped me immeasurably. It’s not going anywhere, and I was a cynical guy about chat GPT at first.
2026-07-07 03:56:01
1
Ave Christus Max :
the bubble has been popping for roughly 3-4 months
2026-07-07 02:56:47
4
Morgan :
It's to expensive to run, and it's not good enough for the cost to consumers to replace jobs.
2026-07-07 03:19:17
5
user7886930335723 :
There IS NO demand. lol
2026-07-07 01:15:43
3
user1132804892195 :
Apple looking very smart right now. Sitting on $150 Billion in cash.
2026-07-07 04:13:08
0
Rh47h2000 :
Completely different than 99. AI will have the impact of electricity or even more on productivity and profitability of corporate America.
2026-07-07 04:07:03
0
Bushsafe :
Not just "will AI pay", but will AI pay AND cost less than humans. Ultimately, it won't.
2026-07-07 06:57:34
0
clark_kent_el :
There will be massive ai demand in autonomous vehicles and robotics. The infrastructure is just getting started.
2026-07-07 01:28:25
0
Colorado_Shane :
Add in spacex who has no revenue and you have a huge market downturn....
2026-07-07 01:35:41
1
BS :
pure copium lmao
2026-07-07 03:23:05
0
Your ballsack :
Let’s see what he says on his podcast in 180 months 🙄
2026-07-06 23:00:03
2
Wilvo :
You’re channeling Tom Hayes from Greathill Capital.
2026-07-07 03:20:22
0
zyr1 :
I thought bro on the left was his younger self
2026-07-07 00:56:30
0
noflexzone :
Except there’s now like 4 half trillion dollar companies doing the leasing model….is there going to be enough demand to keep them all at capacity?!?
2026-07-07 01:44:26
0
CV :
Please let it be!!! We could use a 15-20% pull back here!
2026-07-06 23:01:58
0
Reed Rawlings :
People so badly want this to implode
2026-07-06 23:26:38
1
Bog :
Silicon Valley is out of ideas. AI is a useful tool for some things but is not the world changer they claimed. They’ve pivoted from innovation to rent seeking and enshitification
2026-07-07 05:09:22
1
Hiya Panda :
Anyone with brain knows ai can run the show so what’s vulnerable all of them because tons of debt and not profitable. Plus users hate them
2026-07-07 06:31:45
0
Malcontent :
LLMs are a 20 billion dollar industry larping as a trillion dollar industry
2026-07-07 06:52:24
0
SChadenFreude :
🥰🥰🥰
2026-07-06 23:16:22
0
drtomguarriello :
😁😁😁
2026-07-07 03:20:50
0
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