Torsten Slok, chief economist at Apollo Global Management, recently argued that the stock market currently overvalues a handful of tech giants – including Nvidia and Microsoft –...
I don’t know why this is controversial, something, anything were to happen to NVIDIA and this shit is dead within 6 months. Its irrelevant to talk about AI model A vs B or investment coming from company A vs B when everything depends upon and ultimately goes back to NVIDIA.
Despite all the talk years ago how Taiwan is so important nothing has changed, CHIPS, building anything in the US? That was a pipe dream. The US is (un)willingly planning to pop this as soon as the war with China gets off.
On a larger scale every current trend relies upon the continuation of the current normalcy of neoliberalism and the global economy. We know this wont last, be it war or climate change. Who gives a single fuck about some garbage AI model on iPhone 227 pro max HD when the water wars kick off. Its the same for the delusional stupid Chinese AI grifters too they`re just as much a lost cause as their western counterparts.
The US is (un)willingly planning to pop this as soon as the war with China gets off.
Agree. The real freakish shit is that despite the US flooding weapons into Taiwan, the US has committed to bombing TSMC themselves in the event of a Chinese unification attempt just to deny China.
It’s not true. There’s still Google making their own processors which enabled a lot of this to begin with. Plus Apple’s hardware is great for AI and now getting better, it’s their software that is behind atm.
You can believe that but IMO the idea the monopoly will switch from NVIDIA to Apple why? So China will buy iPhones? They will have their own AI slop and the collective west can’t really afford $1000 slop machines much longer imo. This is literally why its a bubble, like 2008 but now its selling premium garbage phones with premium AI “functionality” to people who… can’t afford rent or food next month? This is why its a bubble, its completely disconnected from the real economy. Look at NVIDIA themselves, they’re destroying the desktop GPU market in favor of AI, they don`t give a fuck nobody can afford a $800 GPU. We’ve been here before, look at Apple Vision which was made to capitalize on the VR boom… except it was like 5 years late and the same “premium” Apple garbage. I’m very confident history will continue to repeat itself.
As far as Google goes, I mean the one company that destroyed their core business model(search) and is known for 20 years track record of buying companies and starting projects just to abandon/fail them soon after… Yeah about that.
I don’t know why this is controversial, something, anything were to happen to NVIDIA and this shit is dead within 6 months. Its irrelevant to talk about AI model A vs B or investment coming from company A vs B when everything depends upon and ultimately goes back to NVIDIA.
Despite all the talk years ago how Taiwan is so important nothing has changed, CHIPS, building anything in the US? That was a pipe dream. The US is (un)willingly planning to pop this as soon as the war with China gets off.
On a larger scale every current trend relies upon the continuation of the current normalcy of neoliberalism and the global economy. We know this wont last, be it war or climate change. Who gives a single fuck about some garbage AI model on iPhone 227 pro max HD when the water wars kick off. Its the same for the delusional stupid Chinese AI grifters too they`re just as much a lost cause as their western counterparts.
Agree. The real freakish shit is that despite the US flooding weapons into Taiwan, the US has committed to bombing TSMC themselves in the event of a Chinese unification attempt just to deny China.
It’s not true. There’s still Google making their own processors which enabled a lot of this to begin with. Plus Apple’s hardware is great for AI and now getting better, it’s their software that is behind atm.
Aren’t their TPUs also fabbed at TSMC?
You can believe that but IMO the idea the monopoly will switch from NVIDIA to Apple why? So China will buy iPhones? They will have their own AI slop and the collective west can’t really afford $1000 slop machines much longer imo. This is literally why its a bubble, like 2008 but now its selling premium garbage phones with premium AI “functionality” to people who… can’t afford rent or food next month? This is why its a bubble, its completely disconnected from the real economy. Look at NVIDIA themselves, they’re destroying the desktop GPU market in favor of AI, they don`t give a fuck nobody can afford a $800 GPU. We’ve been here before, look at Apple Vision which was made to capitalize on the VR boom… except it was like 5 years late and the same “premium” Apple garbage. I’m very confident history will continue to repeat itself.
As far as Google goes, I mean the one company that destroyed their core business model(search) and is known for 20 years track record of buying companies and starting projects just to abandon/fail them soon after… Yeah about that.