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There was a nice podcast from Prof G Markets about how the bubble could collapse: https://www.youtube.com/watch?v=Oeepx2ZLrCA https://www.youtube.com/watch?v=Oe
by hrpnk 1y ago
There was a nice podcast from Prof G Markets about how the bubble could collapse: https://www.youtube.com/watch?v=Oeepx2ZLrCA https://www.youtube.com/watch?v=Oeepx2ZLrCA
In short it's companies turning to issuing debt, fuelled by increase in M&A activity, potential IPO of OpenAI, followed by collapse as tricks to increase revenue will fail to meet expectations and companies that mismanage debt will go bust.
- sph 1y agoUnderstood: sell everything as soon as OpenAI announces their IPO.