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Post AkfCzm8BdPWItQwBpA by [email protected] |
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More posts by [email protected] |
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Post #Ake3GhMPQoUYJw3q6K by [email protected] |
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0 likes, 6 repeats |
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The whole AI thing has me endlessly confused. Half the market is crashing becau… |
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Post #Ake3PwZgEeZe71g1q4 by [email protected] |
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0 likes, 1 repeats |
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@malwaretech why not wait and see - some will crater some will do great - per u… |
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Post #Ake3Ql3AZHs6exrHkG by [email protected] |
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0 likes, 1 repeats |
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@malwaretech eh, they're not tech people; they don't know what the tech… |
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Post #Ake3SHb72isNtSSihc by [email protected] |
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0 likes, 1 repeats |
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@malwaretech I may have a new hypothesis. |
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Post #Ake3uvP8dSZ9ScWEbo by [email protected] |
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0 likes, 1 repeats |
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@munin It's certainly transformative. Product wasn't shit and is now sh… |
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Post #Ake3zkeO2vQLYUx8O8 by [email protected] |
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@malwaretech well, we were promised it would change everything, and boy howdy d… |
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Post #Ake41Fxl73B8xVjPzk by [email protected] |
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0 likes, 1 repeats |
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@malwaretech If we're being serious, I think the actual investment thesis w… |
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Post #Ake4GOBKpxNinFIVNo by [email protected] |
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0 likes, 1 repeats |
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@lcamtuf I thought the singularity was like some lesswrong pants on head conspi… |
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Post #Ake4dp5uwVOYvCwCAK by [email protected] |
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0 likes, 1 repeats |
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@malwaretech One word: Gamestop |
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Post #Ake5HO4IqOdKgY32i8 by [email protected] |
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0 likes, 1 repeats |
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@lcamtuf @malwaretech "if AGI happens". These AI and AI accessories c… |
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Post #Ake6P62Hs94t1sLSc4 by [email protected] |
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0 likes, 1 repeats |
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@malwaretech the official narrative from the financial punditry is that investo… |
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Post #Ake71wVHFP3gl6Qc76 by [email protected] |
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0 likes, 1 repeats |
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@malwaretech i lot of the AI companies, like the cloud providers, are "too… |
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Post #Ake7XtTg25r0dnuo9Q by [email protected] |
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0 likes, 1 repeats |
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@malwaretech But hey, atleast the orgs that crash first can claim they are just… |
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Post #Ake8QZ3Jft2xDjeciG by [email protected] |
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0 likes, 1 repeats |
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@malwaretech investors think in terms of things like “cost of labor”. Tech … |
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Post #Ake8QZ9hIA9PXWdieu by [email protected] |
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0 likes, 1 repeats |
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@malwaretech Everybody thinks it’s 2000 and the dot com bubble is bursting bu… |
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Post #Ake8QZFivkyHqDSX3I by [email protected] |
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0 likes, 1 repeats |
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@glyph @malwaretech Shot: https://www.superversive.co/blog/loss-leader-fundamen… |
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Post #Ake8i1MXfhKZwgyFto by [email protected] |
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0 likes, 1 repeats |
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@malwaretech Yep, fair enough. I know MS copilot went out at +$20 a seat, so do… |
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Post #Ake9hVrWt98qCgmpRA by [email protected] |
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0 likes, 0 repeats |
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@gary_alderson because many people are out of a job due to that craze :-( @mal… |
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Post #Ake9hVxYWjxiVNbdpY by [email protected] |
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0 likes, 1 repeats |
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@ArneBab @malwaretech meh - bang blame |
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Post #AkeA83Jl7o9XUbe6K0 by [email protected] |
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0 likes, 0 repeats |
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@jaythvv so they sold a promise that someone would figure out how to make money… |
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Post #AkeA83Q8k5FzoOdCGe by [email protected] |
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0 likes, 1 repeats |
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@ArneBab i would argue yes @malwaretech |
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Post #AkeBE60q7OsJXgF44m by [email protected] |
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0 likes, 1 repeats |
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@malwaretech @lcamtuf I’m not sure it’s about rational belief. Investors ne… |
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Post #AkeBkmK2Lc2q1uo0HI by [email protected] |
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0 likes, 1 repeats |
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@malwaretech happen to know the origin of that last sentence? I know it’s you… |
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Post #AkeBn8ZKbd1tbd5HO4 by [email protected] |
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0 likes, 1 repeats |
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@malwaretech It’s a reminder that corporate capitalism doesn’t actually bre… |
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Post #AkeCbNByVkE1RF76x6 by [email protected] |
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0 likes, 1 repeats |
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@malwaretech @lcamtuf I think one theory you could have is that asset categorie… |
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Post #AkeDjJEjCYnpRPkXEO by [email protected] |
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0 likes, 1 repeats |
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@malwaretech Everyone thought they could just fire most of staff and just have … |
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Post #AkeECQhsVTcT0WGnlQ by [email protected] |
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0 likes, 2 repeats |
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@malwaretech LOL [Lots Of Laffs]As we know AI has been around a worthless while… |
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Post #AkeH5SuQDh4xfnVYNk by [email protected] |
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0 likes, 1 repeats |
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@malwaretech perhaps investor.ai was hallucinating... |
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Post #AkeLmguORfcDMQMU8e by [email protected] |
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0 likes, 1 repeats |
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@malwaretech 10/10 on the dismount, no notes 🥇 |
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Post #AkePXrXZ2ARzo7rtBo by [email protected] |
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0 likes, 1 repeats |
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@malwaretech NVIDIA is very good at riding hype waves. They made an enormous pi… |
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Post #AkeQUFQeNJrQgyTTzk by [email protected] |
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0 likes, 0 repeats |
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@malwaretech Wall Street has ceased to be a rational conduit of investor money … |
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Post #AkeQUFWK2EOiyZ80ps by [email protected] |
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0 likes, 0 repeats |
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@jawarajabbi @malwaretech |
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Post #AkeQzHrnMSmVEJyKQK by [email protected] |
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0 likes, 0 repeats |
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@munin @malwaretech some combination of Wall Street, VCs, and the tech press re… |
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Post #AkeQzHyAyjsxY6xQMy by [email protected] |
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0 likes, 0 repeats |
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@munin @malwaretech leaving aside for a minute that all of these are probably b… |
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Post #AkeQzI3qdeQFphbxD6 by [email protected] |
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0 likes, 1 repeats |
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@munin @malwaretech I’ve always felt like the complaining from business peopl… |
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Post #AkeQzJ9CbEIdCb7kC8 by [email protected] |
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0 likes, 1 repeats |
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@kevinriggle @munin @malwaretech Always has been |
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Post #Akeah5AepAPeBSkjOC by [email protected] |
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0 likes, 0 repeats |
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@jawarajabbi @Drybird227 @gulovsen @malwaretech The Soviet Union could only dre… |
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Post #Akej4JWMR7hEz2UcaW by [email protected] |
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0 likes, 1 repeats |
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@munin Are you sure that's not on those who were laid off because A.I. is s… |
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Post #AkejKydVL4CX8KmPdg by [email protected] |
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0 likes, 1 repeats |
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@malwaretech It's another "tulip mania" scenario 🫤 |
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Post #AkejOFiUI5o2yZfl5c by [email protected] |
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0 likes, 1 repeats |
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@postmodern At least the .com bubble had *SOME SORT* of actual value propositio… |
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Post #AkejTRv2LlAgGk1KM4 by [email protected] |
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0 likes, 1 repeats |
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@malwaretech From reading Gaming News for many years and watching Investor rela… |
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Post #AkejZPYU3EyifwJXZQ by [email protected] |
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0 likes, 1 repeats |
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@danielsreichenbach Or maybe a time zone difference and language barrier betwee… |
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Post #AkemqtBJSEeNLSVAzg by [email protected] |
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0 likes, 0 repeats |
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@GossiTheDog @malwaretech It's gonna be order of magnitudes bigger than the… |
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Post #Akepy4fvQ2f2sjwF28 by [email protected] |
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0 likes, 1 repeats |
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@malwaretech After the bitcoin bubble and now the AI bubble I just hope the GPU… |
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Post #AkfA4s3mibeErocInA by [email protected] |
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0 likes, 1 repeats |
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@malwaretech They saw something new that they had never seen before: Generated … |
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Post #AkfCzm8BdPWItQwBpA by [email protected] |
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0 likes, 1 repeats |
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@malwaretech "but i paid a whole cow and the magic beans didn't grow i… |
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Post #AkfGBWkiw91WXFG50S by [email protected] |
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0 likes, 1 repeats |
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@malwaretech Several things at play, first it was the hype bubble over promisin… |
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Post #AkfHYaeMiDejEmqTJI by [email protected] |
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0 likes, 1 repeats |
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@Walker @malwaretech mkt psych - in 2-4 yrs the hype will be back and just like… |
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Post #AkfZh208hfVRYcCkcK by [email protected] |
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0 likes, 0 repeats |
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@GossiTheDog @malwaretech How do you imagine this “crash”?I do not disagree… |
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Post #AkfaaY2zG6xasC0cvQ by [email protected] |
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0 likes, 1 repeats |
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@malwaretech The "markets" nowadays are a continuous game of "pa… |
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Post #AkfbXQgCIL5h6mQTmy by [email protected] |
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0 likes, 0 repeats |
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@malwaretech all the VC boys and girls tried out ChatGPT and got massive cases … |
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Post #AkfbXg0xHRbkfVFlj6 by [email protected] |
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0 likes, 2 repeats |
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@mkoek @malwaretech And just to give you an idea of how gullible the VC folks a… |
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Post #Akfc5tvg3GF1fd6W6i by [email protected] |
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0 likes, 1 repeats |
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@malwaretech They want to fire all the people and still have a 'good enough… |
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Post #AkfcCpjU3LzCgKhqng by [email protected] |
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0 likes, 1 repeats |
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@malwaretech I’ve left tech behind for good. It’s insane. None of the playe… |
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Post #AkfcMHISwIZ6mEZY2q by [email protected] |
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0 likes, 0 repeats |
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@malwaretech Recurring Tulip Mania |
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Post #AkfcMHruoUvCYB9rIe by [email protected] |
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0 likes, 1 repeats |
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@rberger @malwaretech at some point everyone stopped selling products once they… |
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Post #AkfdRzebY2eVkZDVNg by [email protected] |
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0 likes, 1 repeats |
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@malwaretech It's the standard Cash Grab cycle nowLayoff employees Overspen… |
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Post #AkfulfexIKTQkdLjsm by [email protected] |
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0 likes, 1 repeats |
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@malwaretech There is a simple truth encroaching fellow citizen Marcus Hutchins… |
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Post #Akgs2IRWlFY6xsGTlg by [email protected] |
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0 likes, 1 repeats |
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@malwaretech this is what happens when the interns start typing "ignore al… |
