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tcp_handshaker 6 hours ago

The awkward silence at this critical point of this interview...

https://youtu.be/sL9hq7Qj1qc?t=252

shows why the boat is about to go down.

The sci-fi SpaceX S1 talks about asteroid mining and other imaginary chimeric stuff like space data centers... while 80 to 90 of the case is about AI. But their AI case is like BMW bragging about their thriving auto business...while renting all their car factories to Toyota.

appplication 6 hours ago | parent [-]

It’s funny because that is a guy with enough sense to both see what is going on and also not short it, because he knows that none of this actually matters with regard to stock performance for a properly frothy investor class.