@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."

Prof G Markets
Prof G Markets
Open In TikTok:
Region: US
Monday 06 July 2026 21:03:30 GMT
39588
1226
52
165

Music

Download

Comments

d_unc_an_
d_unc_an_ :
its burn rate, the technology is more expensive than the generated revenue
2026-07-07 05:53:23
4
1984tiktoker
1984tiktoker :
Scott’s been saying this 1999 for 2 years now
2026-07-07 00:21:03
28
tim00810
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
nyckevin
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
andychaumont
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
Ave Christus Max :
the bubble has been popping for roughly 3-4 months
2026-07-07 02:56:47
4
bitmor10
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
gswifox
user7886930335723 :
There IS NO demand. lol
2026-07-07 01:15:43
3
zxcvmhg
user1132804892195 :
Apple looking very smart right now. Sitting on $150 Billion in cash.
2026-07-07 04:13:08
0
rh47h2000
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
bushsafe0
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
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
Colorado_Shane :
Add in spacex who has no revenue and you have a huge market downturn....
2026-07-07 01:35:41
1
spanners9
BS :
pure copium lmao
2026-07-07 03:23:05
0
telephonesalid
Your ballsack :
Let’s see what he says on his podcast in 180 months 🙄
2026-07-06 23:00:03
2
wilvowood
Wilvo :
You’re channeling Tom Hayes from Greathill Capital.
2026-07-07 03:20:22
0
zyr964
zyr1 :
I thought bro on the left was his younger self
2026-07-07 00:56:30
0
left_coast_guy
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
caesss1
CV :
Please let it be!!! We could use a 15-20% pull back here!
2026-07-06 23:01:58
0
reedrawlings
Reed Rawlings :
People so badly want this to implode
2026-07-06 23:26:38
1
bogman501
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
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
malcontent92
Malcontent :
LLMs are a 20 billion dollar industry larping as a trillion dollar industry
2026-07-07 06:52:24
0
schadenfreude7269
SChadenFreude :
🥰🥰🥰
2026-07-06 23:16:22
0
drtomguarriello
drtomguarriello :
😁😁😁
2026-07-07 03:20:50
0
To see more videos from user @profgmarkets, please go to the Tikwm homepage.

Other Videos


About