this post was submitted on 23 Feb 2026
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TechTakes

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Big brain tech dude got yet another clueless take over at HackerNews etc? Here's the place to vent. Orange site, VC foolishness, all welcome.

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Bet against the bubble: Goldman Sachs’ non-AI stock index (pivot-to-ai.com)
submitted 2 days ago by dgerard@awful.systems to c/techtakes@awful.systems
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‘eliminate the noise introduced by the AI hype’

https://www.youtube.com/watch?v=k0grq0yp9Ic&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260223-bet-against-the-bubble-goldman-sachs-non-ai-stock-index - podcast

time: 4 min 11 sec

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[–] o7___o7@awful.systems 2 points 21 hours ago* (last edited 21 hours ago) (1 children)

(IIUC) Like David said, it's a hedge against the bubble being real. GS certainly isn't pulling back from the void yet.

[–] dgerard@awful.systems 2 points 9 hours ago

I also didn't say it's a good hedge. It'll stay uncorrelated right up to the moment you need it to, when it'll crash in lockstep.