> Anthropic is expected to spend 500B of money it doesnt have.

... yet.

That is why the big AI corps all went public this year or are trying to do so. They are valued large enough that they will be included in the popular indices (NASDAQ, S&P 500, ...) from the start, which means an awful lot of money will flow into them each month automatically from all the retirement savings.

And that unfortunately completely prevents the core function that stock markets should offer - that bad actors get punished. Can't get punished when there is so, so much "dumb money" floating around and entering the fray every month.

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Covzire 43 minutes ago | parent [-]

I absolutely loathe Nvidia at this point. They've completely abandoned the core consumer that built Jensen's empire. Why not offer pre-orders of 5090s and MSRP? Why has every single drop at Best Buy gone primarily to botters and scalpers? Why not give end users half a fighting chance like EVGA used to by letting end users get in line before Nvidia crushed them?

When the AI bubble bursts, Nvidia is going to be Enron.

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mschuster91 19 minutes ago | parent [-]

> Why not offer pre-orders of 5090s and MSRP?

Because it would immediately go to scalpers anyway. Like, say the 5090 - I'm seeing prices of almost 7000€ for that thing [1]. Assuming without AI it would be priced at 1500€ - I could make about 3 months of rent just by immediately selling the GPU to the next reseller who then peddles it to some AI training farm. And in this economy, oh hell yes I would.

> When the AI bubble bursts, Nvidia is going to be Enron.

Nah. NVIDIA was a money printer way before AI was a thing. Post-collapse they will still be a money printer, just at lower speed.

The ones who are going to get fucked over hard when the AI bubble pops is pensioners, the generation who is just entering the workforce (2007ff had an aftereffect in wage depression lasting for up to a decade), and everyone who took up investments to service the AI demand (utilities, construction companies and the likes).

[1] https://www.pccomponentes.de/msi-geforce-rtx-5090-ventus-3x-...

	▲	Covzire 11 minutes ago \| parent [-]
		>> Because it would immediately go to scalpers anyway. No they wouldn't, tens of thousands of unique users would be in line with dozens or hundreds of scalpers, if they're all allowed to buy one every 180 days per payment method, the end users actually get a fighting chance. Today they have no chance.