Now if it never pops at least it's funny that he lost a bunch of money
this post was submitted on 06 Nov 2025
865 points (97.9% liked)
Technology
76905 readers
3428 users here now
This is a most excellent place for technology news and articles.
Our Rules
- Follow the lemmy.world rules.
- Only tech related news or articles.
- Be excellent to each other!
- Mod approved content bots can post up to 10 articles per day.
- Threads asking for personal tech support may be deleted.
- Politics threads may be removed.
- No memes allowed as posts, OK to post as comments.
- Only approved bots from the list below, this includes using AI responses and summaries. To ask if your bot can be added please contact a mod.
- Check for duplicates before posting, duplicates may be removed
- Accounts 7 days and younger will have their posts automatically removed.
Approved Bots
founded 2 years ago
MODERATORS
Predicting the random market movements is ... almost impossible, even for this "big short guy" imho.
Can’t wait.
I have been trying to make sense of all AI Capex announcements for a while and I don't get it. So please help me out if you know the answer.
US Investment in 2024 ~$400b, 2025 ~$500b, 2026 ~600. Global investment 2026 1.5~$2.2t. Let's say $2t US Investment by end of 2026. Investment will continue into the future but let's assume that is not the case. Also that GPU will be obsolete in 5y. So, they have 60m to recoup $2t +ROI ~10%. So about $40b a month, US has a labor force of 170m. Thus, AI industry needs the equivalent of ~$240 per month per each employee. I don't see myself or my employer paying this for AI any time soon.
I think Ray Dalio's take on it is correct. It's a consequence of currency devaluation, as people in general vote against the decrease in spending necessary to deflate the asset bubble. (1)
load more comments
(2 replies)