Nobody is buying these companies because they believe that the company is valuable. They are buying these stocks because they believe that the stock may be more valuable tomorrow than it is today. Whatever the company behind the stock does or does not do, really doesn't matter. AI glitters like gold today.
replyYet to be seen if it tarnishes.
>"If Anthropic is the first to AGI, it'll take over every industry and go to the moon!"
replyMeanwhile the hyper advanced software company's shitty electron app still flickers so bad on a high refresh monitor that it should require an epilepsy warning. I'll never understand the love for Anthropic, they legitimately have the worst software I have used outside of Microsoft.
Sure, and if it isn’t, investors just flushed a freight train loaded with dollar bills down the world’s largest toilet.
replythe question is: who will rise in the ashes of the bust, in a world of abundant compute availability and an upgraded power system?
replyDo we have an upgraded power system? I'm all for reforming our electrical infrastructure, but what I'm hearing is that we've got creaking infrastructure and the "supplement" is huge generators towed outside the datacenter...
replygigantic order books for gas turbines and power grid infra, unless projects get cancelled, massive additional capacity is coming, yes.
reply