anthonybourdain

3 ms·

1. 1.▲
   by anthonybourdain 16d ago

   Yes this is very good.
2. 2.▲
   by anthonybourdain 16d ago

   Okay, but at some point these investments need to start turning profits; the financing NVDA has arranged is temporary, and private credit needs returns at some point. The overinvestment in AI will lead to a downturn in the capital cycle.
3. 3.▲
   by anthonybourdain 21d ago

   The idea that you buy a cycbercab to make money for yourself seems like a side benefit. Why should anyone own cars anymore anyway? We will all just use Uber; Tesla and Waymo need Uber; they both benefit.