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If it is a bubble it is not in public markets. Private markets are another matter. In public markets it is an insane investment boom, fueled by the most profita
by rapsey 1y ago
If it is a bubble it is not in public markets. Private markets are another matter. In public markets it is an insane investment boom, fueled by the most profitable companies in history.
- cheema33 1y ago> In public markets it is an insane investment boom, fueled by the most profitable companies in history. There are many many examples of companies that make little money or are actually losing money, yet their valuations are sky high. In other words, valuations are not in touch with reality. I see a massive bubble in the public markets as well.
- rapsey 1y agoThere are always companies like that. Does not mean the entire market is in a bubble.
- jmaestrooper 1y agoOpenAI burned $6.7bln on R&D with revenue of $4.3 bln in 1st half of 2025. And is planning on raising _trillions_ to build compute/storage for the next gen/AGI. How's this not a bubble?
- rapsey 1y agoI said private companies are another matter. The public ones are all funding it from cash flow not leverage and excessive debt which are the real hallmarks of an unsustainable bubble.
- shpx 1y agoLike 10% of the entire human race is using their product.
- tonyedgecombe 1y agoI wonder if 10% of the human race will accept paying the real, non-subsidised price .