I don’t know if Thiel is a smart investor, but if this is on of the first sign of the AI bubble burst, yay!
He’s not. Nvidia is the only company actually making money from this. The bubble bursting doesn’t really hurt them at all. Their company isn’t based solely on AI, and they have plenty of other baskets to shift their eggs into.
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Yeah, but that’s almost entirely because they’ve shifted hardware priorities to AI and inflated their pricing to capitalize on the corporate grift, over everything else because of the bubble and limited competition. Losing that means little actually changes, they just shift hardware sales back to other customers instead of telling everyone elss to go fuck themselves while they send everything to AI companies.
The actual fabs are making money too. Nvidia doesnt actually make anything
TSMC makes the GPU, micron makes the VRAM.
Before AI pops, American AI will.
Which is good, it’ll mitigate the damage.
Wouldn’t this be more about the fact he’s in the Epstein files, and the depth of corruption involved is about to drop. This is liquidating assets so they can’t be seized.
First rule about bubbles popping: If you think it will happen soon, it will not.
I hope ram prices go down when the bubble bursts
I hope all PC parts crash and we all can cash in on some sweet rigs or upgrades.
And graphics card prices.
I wonder how close we are to the AI bubble popping. whenever I see these posts about tech companies and STONKS I get really excited
I don’t. I remember tales my grandparents told me of what their parents went through in the Great Depression. I have 0 interest in experiencing any of those things myself.
