A lot of people said the same thing about search and social media. That it couldn’t make money. Then a money-making model was made that turned Google and Facebook into the largest revenue generators in the world. It’s not like we’re just going to give up on AI and throw it in the dumpster because no one has figured out how to successfully monetize it yet. Plus, the AI that we have today is far from the goal of these companies. And the goal, if successful, will completely upend the entire world economy. It’s easier to be short sighted sometimes. But that’s not where the wins happen.
2026-07-26 23:35:39
0
Jason :
My issue with this and a lot of takes similar to this is that this is a multi-year investment. they're not putting this money up right now because they think they can return on it in a single year. it's an arms race and the first two cut out and carve and use this new technology to provide the new class of services and things that are not possible with. it are going to be making money for the foreseeable future, not just this year but for every year for the next 50 years potentially
2026-07-26 23:40:59
0
pak :
I’m worried that when these companies fail, so will banks and taxpayers will have to do another bailout, only bigger this time and there isn’t enough money in the treasury (look at US debt). The question becomes what happens after that?
2026-07-26 23:40:50
0
lalo._.998 :
I’ll consider the bubble burst once these companies go under
2026-07-26 21:43:10
298
Pete Andrews472 :
their AI is trash
2026-07-26 23:41:52
0
Audrey June :
i would say the bubble burst, except in that same report they announced an increase in their expected capex. the bubble cannot be said to have burst until these companies stop shoveling resources into AI capex
2026-07-26 23:38:38
0
Mike GawthropHutchins :
Nvidia isn't going to go under, they do actually have a viable business selling a viable product... but they are going to have some massive restructuring and downsizing as they shift back to just selling to consumers again.
2026-07-26 22:02:30
102
Victor Megir :
so like... will I be able to buy ram again next year or what?
2026-07-26 21:47:29
54
glitterfaun :
the #1 advertising platform in the world lost money. thats huge
2026-07-26 23:15:36
7
stevenplaysbone :
"open AI will go out of business. Anthropic will go out of business."
That sounds so beautiful.
2026-07-26 21:38:50
90
An_animated_Siren :
The bubble has popped but it’s still here, it’s like a ballon, it’s flying around going *Woosh* as it steadily deflates…
2026-07-26 21:09:26
310
Heathen :
Hope core
2026-07-26 21:26:46
46
MacandPotato :
YES! Withdraw your 401k’s before the gas crisis
2026-07-26 22:04:15
8
witchjuice :
Let it BURRRRRRRRN
2026-07-26 20:16:47
56
Dani :
Oracle’s stock is free falling
2026-07-26 22:22:48
12
Tom :
I want to believe you very badly. I wanted to believe Elon would run out of money keeping Twitter open. I wanted to believe it was just a "red mirage" in 2024. I can't trust this shit anymore man I can't keep getting my hopes up.
2026-07-26 22:04:46
23
fifthacctnow :
Enron is going to look like a joke, once this shakes out. Cookin them books!!!
2026-07-26 23:32:52
0
samtheextraterrestial :
It won’t ‘burst’ because it’s not made for profit it’s made for control, AI will not end no matter the cost
2026-07-26 20:23:40
20
Aliy :
no one ever answered this question when i asked it, maybe you guys can. why didn't we just wait till we had quantum computers and then do the ai race? imo doesnt make sense
2026-07-26 21:57:59
2
electrocardiosam :
I'll believe it when the effects actually materialize
2026-07-26 23:31:51
2
SpongeBobEnthusiast123 :
Thai is so wrong! They didn’t lost money they had record profits! So everything else you said can’t be trusted!
2026-07-26 22:45:30
1
Adam :
wonder if this is why Google suddenly started popping up ads constantly. I had to go searching and disable a bunch of stuff to stop it.
2026-07-26 23:28:02
3
🤖🩱🪼 :
this is the best news I’ve heard all week
2026-07-26 23:29:15
2
▶︎──●──── 0:10 :
Damn I guess theres a reason this video isnt blowing up
2026-07-26 22:17:22
4
Guardian Raver :
they aren't even telling all the money invested, so their loss should be more
2026-07-26 23:08:43
3
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