Skip to main content


The Torture Will Continue Until Shareholder Value Improves


The AI bubble begins to crack.

Steve does a better job elaborating on that than I ever could in this text body.

in reply to Darkassassin07

(if I've put this in the wrong comm, would you mind letting me know where a better place would be?)
in reply to Darkassassin07

Just as I bought calls on NVDA when no one realized that NVDA’s CUDA was the only game in town for LLM acceleration, I’ll now be putting in put orders on NVDA set to trigger at high because NVDA and OpenAI have signalled that they will eventually cede all ground to their competition.

It would be such sweet karma if an open source model like DeepSeek would make the for-profit models benefitting NVDA, Oracle, MSFT, OpenAI, Anthropic, and Palantir utterly worthless. I’m thinking that WILL eventually come to pass.

This entry was edited (2 days ago)
⇧