@priorsconfirmed.bsky.social
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Another opinion I think most overlook: AI Right now is a big productivity detractor. Current productivity growth is from reduction in hiring and spending since the pandemic bubble. Actual AI spending is highly inefficient right now. The big productivity bump comes when the shitcos blow up.....
no way paypal is going to subsidise "chatgpt buy 100 iphone 17s"
PAYPAL - INTRODUCING SPECIAL INCENTIVE FOR USERS TO EXPERIENCE THE FUTURE OF AI COMMERCE
November 25, 2025 at 3:27 PM
no way paypal is going to subsidise "chatgpt buy 100 iphone 17s"
Idk if anything has changed but Gemini has been shit for me last few days. Back to errors and sycophancy. Was excellent on release
November 25, 2025 at 2:58 PM
Idk if anything has changed but Gemini has been shit for me last few days. Back to errors and sycophancy. Was excellent on release
We will look back and think. How did we let this nonsense go on despite seeing similar insanity in 2021
MUSK'S XAI RAISING $15B AT $230B MONEY VALUATION - SOURCES FABER ON CNBC
November 25, 2025 at 2:45 PM
We will look back and think. How did we let this nonsense go on despite seeing similar insanity in 2021
If you haven't seen may posts before this is all fucking insane and people are shifting their baselines to accommodate this insanity.
softbank is levering up to get the money for startgets 300bil oracle deal for oai. the fact is they are levering up vs their already majority ai company portfolio. this is a house of cards. if one in the chain fails to keep up this rate of growth it will be a disaster
November 25, 2025 at 2:44 PM
If you haven't seen may posts before this is all fucking insane and people are shifting their baselines to accommodate this insanity.
SoftBank getting slaughtered....
November 25, 2025 at 2:40 PM
SoftBank getting slaughtered....
If Google blows up the OAI Nvidia hyperscaler bubble no one wins. Everyone's retirement and savings are relying on oai. It's not in googles best interest to have done deepseek 2....
November 25, 2025 at 2:35 PM
If Google blows up the OAI Nvidia hyperscaler bubble no one wins. Everyone's retirement and savings are relying on oai. It's not in googles best interest to have done deepseek 2....
pack it up lads no bubble for 3 years
ALIBABA CEO SAYS AN AI BUBBLE UNLIKELY WITHIN THREE YEARS
November 25, 2025 at 1:38 PM
pack it up lads no bubble for 3 years
Reposted
🔴 ⚠️ BREAKING: Ukraine agrees to terms of peace deal - US official to ABC News
November 25, 2025 at 12:43 PM
🔴 ⚠️ BREAKING: Ukraine agrees to terms of peace deal - US official to ABC News
Popping the AI bubble is not in googles interest here. They lose as well....
November 25, 2025 at 9:46 AM
Popping the AI bubble is not in googles interest here. They lose as well....
Reposted
The Labubu trend really is over huh.
Oh this is a chart of SoftBank:
Oh this is a chart of SoftBank:
November 25, 2025 at 3:29 AM
The Labubu trend really is over huh.
Oh this is a chart of SoftBank:
Oh this is a chart of SoftBank:
SoftBank is -40% in 20 days after -10% yesterday despite us market rally. Not seen a single mention of it. 250 bil market cap to 150 bil..... Not a normal market
November 25, 2025 at 8:21 AM
SoftBank is -40% in 20 days after -10% yesterday despite us market rally. Not seen a single mention of it. 250 bil market cap to 150 bil..... Not a normal market
😭
November 25, 2025 at 7:20 AM
😭
Reposted
EASYJET FY REV. PER SEAT GBP83.33, EST. GBP84.85
November 25, 2025 at 7:07 AM
EASYJET FY REV. PER SEAT GBP83.33, EST. GBP84.85
gemini is deepseek moment 2? makes OAI and others, gpu rental hyperscaler spending look silly, provides alternative to nvda whilst simultanously risking googles own ai shitco gpu rental and advertising revenue?
November 25, 2025 at 7:16 AM
gemini is deepseek moment 2? makes OAI and others, gpu rental hyperscaler spending look silly, provides alternative to nvda whilst simultanously risking googles own ai shitco gpu rental and advertising revenue?
Hsi Nikkei kospi all flat despite us rally. SoftBank down another 10%. Market is now betting that Google will exist in isolation whilst we risk real economy recession and rest of llm industry fails...
November 25, 2025 at 7:01 AM
Hsi Nikkei kospi all flat despite us rally. SoftBank down another 10%. Market is now betting that Google will exist in isolation whilst we risk real economy recession and rest of llm industry fails...
Disagree. they have to hold off on ads to maintain user base with an inferior product
November 24, 2025 at 7:42 PM
Disagree. they have to hold off on ads to maintain user base with an inferior product
the way people on here treat megacap tech as this independent, infinite cash machines whos cash flow does not depend on the rest of the economy if fucking mental. their recent growth is heavily dependent on renting gpus and selling advertising to profitless cash burning VC AI shitcos.....
November 24, 2025 at 4:38 PM
the way people on here treat megacap tech as this independent, infinite cash machines whos cash flow does not depend on the rest of the economy if fucking mental. their recent growth is heavily dependent on renting gpus and selling advertising to profitless cash burning VC AI shitcos.....
i love the investor pile in to power shitcos that are levered to the max reliant on datacenter capex for a future
November 24, 2025 at 4:31 PM
i love the investor pile in to power shitcos that are levered to the max reliant on datacenter capex for a future
Reposted
What happens to the power sector if the AI bubble pops? I decided it was time to find out: www.spglobal.com/market-intel... 🔌💡
November 24, 2025 at 2:28 PM
What happens to the power sector if the AI bubble pops? I decided it was time to find out: www.spglobal.com/market-intel... 🔌💡
im not actually against the policy
November 24, 2025 at 4:07 PM
im not actually against the policy
cutting cash isa will spike personal savings rate, and cause a drop in uk consumer spending that i think people are underestimating
November 24, 2025 at 4:07 PM
cutting cash isa will spike personal savings rate, and cause a drop in uk consumer spending that i think people are underestimating
One of my fave permabull accounts that I use to ground myself always does analysis like when sp500 is down 2.3564% on 11/11/25 at 2 36 pm it is then up a month later like thanks bro you can pick any point in time and sp500 will be up a month later not even mentioning the small sample size
November 24, 2025 at 2:41 PM
One of my fave permabull accounts that I use to ground myself always does analysis like when sp500 is down 2.3564% on 11/11/25 at 2 36 pm it is then up a month later like thanks bro you can pick any point in time and sp500 will be up a month later not even mentioning the small sample size
Jjmcs 😭
November 24, 2025 at 2:37 PM
Jjmcs 😭
Reposted
Pathetic. The US is a 1960s USSR scum place where the state intervenes like a Communist vulture and only corruption "wins". Everything is fraud, and the US needs to be broken up and people put in jail
November 24, 2025 at 2:30 PM
Pathetic. The US is a 1960s USSR scum place where the state intervenes like a Communist vulture and only corruption "wins". Everything is fraud, and the US needs to be broken up and people put in jail
Whilst simultaneously putting the AI shitcos out of business reducing Google cloud income and advertising income....
November 24, 2025 at 2:15 PM
Whilst simultaneously putting the AI shitcos out of business reducing Google cloud income and advertising income....