mapping365

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91.
'Difficult' to be hopeful: How people survive under inflation(cnn.com)
4 points by mapping365 2mo ago|2 comments
92.
by mapping365 2mo ago
"AI has rapidly become a huge economic factor while affecting everything from capital investment to how much you pay for an iPhone. The U.S. economy keeps putting more eggs in the artificial-intelligence basket. Tech companies are spen
93.
The AI Boom Is Transforming the American Economy Beyond Recognition(wsj.com)
6 points by mapping365 2mo ago|2 comments
94.
by mapping365 2mo ago
I think the easiest explanation is that this buildout is starving the rest of the economy of capital. People can see these massive numbers going into data centers and how the rest of the economy is stagnating. People see the zero-sumness of
95.
Anger over Data Centers Is Fueling a New Political Movement(politico.com)
3 points by mapping365 2mo ago|0 comments
96.
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings(cnbc.com)
3 points by mapping365 2mo ago|0 comments
97.
Bessent Seeks Fed Help in Defending Yen in Unusual Call(bloomberg.com)
4 points by mapping365 2mo ago|1 comments
98.
by mapping365 2mo ago
The people who made money on fiber and railroads were the inheritors after the timeline mismatch bankrupted the original players who did the investment. Even if AI turns out to be everything it promises, you can mistime the investment and l
99.
by mapping365 2mo ago
More precisely the mismatch in investment and debt and timelines. The people laid the fiber (if that is even an apt description) were not the ones who made money from that investment. If there is even some sort of mismatch in the investment
100.
by mapping365 2mo ago
Is it though? I feel like that has yet to be proven in a realistic market. Whatever is going on now, doesn't feel sustainable or realistic.
101.
Are all these data centers a way to try to substitute for promised progress?
1 points by mapping365 2mo ago|3 comments
102.
by mapping365 2mo ago
Good thing we spent so much money on data centers...oh wait.
103.
AI's debt binge can't last, hidden borrowing reaches $1.65T(fortune.com)
146 points by mapping365 2mo ago|177 comments
104.
"Shock from Jensen Huang's Bubble Will Be Severe"(news.sbs.co.kr)
3 points by mapping365 2mo ago|0 comments
105.
Wall Street's bulls are starting to admit the earnings bubble is real(fortune.com)
4 points by mapping365 2mo ago|0 comments
106.
Iran to get Chinese shoulder-launched missile systems in weeks, sources say(reuters.com)
5 points by mapping365 2mo ago|0 comments
107.
Russia is sharing valuable Intel with Iran, officials say, as U.S. war drags on(nbcnews.com)
3 points by mapping365 2mo ago|0 comments
108.
Ukraine's Strike on Iranian Ship Shows How Two Wars Could Merge and Spiral(nytimes.com)
5 points by mapping365 2mo ago|0 comments
109.
by mapping365 2mo ago
Executives and investors tied to the AI supply chain were among the biggest insider sellers in the second quarter, taking advantage of a sharp — and volatile — rally in technology stocks. Eight of the top 10 sellers had ties to companies be
110.
AI Boom Spurs Insider Selling by Nvidia, CoreWeave Billionaires(bloomberg.com)
2 points by mapping365 2mo ago|1 comments
111.
by mapping365 2mo ago
I use to pay for Anthropic top tier plan but I cancelled it in May. Until there is some reckoning with what this bubble is doing and how these companies are behaving, I'm staying out personally. My job provides AI subscription but I us
112.
by mapping365 2mo ago
This is on top of the $3 trillion in AI debt already accrued. And the number keep multiplying every month it seems. US GDP is 34 trillion, so their debt and spending obligations amount to 15% of gdp. That's a mindbogglingly large amoun
113.
Big Tech Holds $2.4T of Spending Commitments for AI Boom(bloomberg.com)
4 points by mapping365 2mo ago|3 comments
114.
Did Situational Awareness inflate the AI bubble?(yetanothervalueblog.com)
2 points by mapping365 2mo ago|0 comments
115.
Fall of Situational Awareness Is a Warning, So Is Nvidia's Vendor Financing(newcomer.co)
7 points by mapping365 2mo ago|0 comments
116.
The market's big AI doubts are exposing the riskiest players(cnn.com)
4 points by mapping365 2mo ago|0 comments
117.
AI bubble will burst if 10-year moves above 5%, says Breakout Capital's Sharma(cnbc.com)
3 points by mapping365 2mo ago|1 comments
118.
Microsoft blinked a little in the AI capex race. Wall Street loved it(businessinsider.com)
3 points by mapping365 2mo ago|0 comments
119.
7 in 10 Americans say large tech companies have too much power(axios.com)
8 points by mapping365 2mo ago|0 comments
120.
America's biggest companies are burning cash on AI. It's risky for everyone(washingtonpost.com)
5 points by mapping365 2mo ago|2 comments

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