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Tech Thread

zeke said:

View: https://x.com/KobeissiLetter/status/1975587142173856251
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So here's a fun thought.

All of these recent deals that OpenAI has signed, carry an 882 Billion dollar liability (as in, that's what they've agreed to pay out to Nvidia, AMD, etc. They haven't published the number, but when you reverse engineer the claims of X amount of compute, thats the total cost). Those same deals inject about 110B in cash into the company, they have 10B in cash on the books, stock in AMD and other assets that bring it all to a total of about 150B. They have a 15-20B dollar annual cash burn rate and have warned that this number is going up in the future, not down.

These companies who have signed deals with them have all seen huge increases in stock value because of how much OpenAI has promised to spend as a customer...but that customer is 720 Billion short on all of the promises they've made in these deals that are driving the wild ass valuations and has no path towards coming up with that money, or anything even close to it, ever. That's more cashflow necessary than Microsoft has generated in the last 20 years combined.

The whole fucking tech market is a ponzi scheme at this point.
 
CH1 said:
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"circular deal theory"

iu
 
CH1 said:
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oh, and something else that is a hand brake on OpenAI that I forgot to mention earlier is that as part of their legacy deal with Microsoft, they give 20% of total revenue, not profit (because lol), but total revenue to Microsoft.

This is the biggest pump and dump in human history and all of the techbros are in on it.
 
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axlsalinger said:
luckily we've never had a tech bubble burst before
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It's cool, that was only 7-8 Trillion dollars in losses. The upside this time around is that it's so concentrated in like 10-15 companies and the rest of the market already sucks, that maybe it will just wipe those fucks out and leave the rest of us alone.
 
Man, I just briefly dipped my toe into the “for you” tab on the Nazi site.

One of the first things the algorithm served up to me is a purported “mom-of-nine” with a “ ✝️ ” in her username and a profile pic that appears to be a lilly-white model in her late 20’s with a gym-perfect body posting a series of tweets favourably comparing the Russian Orthodox Patriarch Kirill to the woke American Pope.
 
LeafGm said:
Man, I just briefly dipped my toe into the “for you” tab on the Nazi site.

One of the first things the algorithm served up to me is a purported “mom-of-nine” with a “ ✝️ ” in her username and a profile pic that appears to be a lilly-white model in her late 20’s with a gym-perfect body posting a series of tweets favourably comparing the Russian Orthodox Patriarch Kirill to the woke American Pope.
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And?
 
LeafGm said:
Man, I just briefly dipped my toe into the “for you” tab on the Nazi site.

One of the first things the algorithm served up to me is a purported “mom-of-nine” with a “ ✝️ ” in her username and a profile pic that appears to be a lilly-white model in her late 20’s with a gym-perfect body posting a series of tweets favourably comparing the Russian Orthodox Patriarch Kirill to the woke American Pope.
Click to expand...

Remember, 51% of the internet is now bot traffic and its more like 80% on the nazi site
 
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