A bold projection. While the timeline (2026) is aggressive, the underlying economic analysis is fundamentally sound. Centralized AI running on subsidized venture capital and requiring endless GPU clusters for basic inference is a mathematically fragile business model. The burn rate is unsustainable ...

GM!

Gm brother 🫡 I think they have crossed the too big to fail threshold so I don't see a bankruptcy happening. Worst case scenario, they will get acquired by MSFT or Oracle using gvt money

Technically yes as they will have to admit somehow that thay cannot deliver what have they promissed - applies to all the rest AI big firms with probably some exceptions if someone was not that reckless as Sam. Actually no. They cannot go bankrupt because they are now as the rest of AI firms the b...

I love things you share here

At the rate things are going by the end of 2026 it will be acquired by a ZHC (zero human company) and all its human employees will be fired. https://readmultiplex.com/2026/01/24/the-zero-human-company-run-by-just-ai/

GM 👀🇧🇷🤙

#GM Fren #God 🙏 is #Great 🌞 have an amazing day today. A cold, and lively night in the Windy City. 🌃💨 I just uploaded a new peaceful stroll through Chicago's historic Old Town. We start at North Ave, head down Wells Street past the legendary comedy clubs, and soak in the last bits of 202...

GM Telluride ☕️🫂🧡

GM ☕️

GM & PV. True on paper. What if energy is abundant…which it is?

Don't worry, the Democrat and Republican socialist running the American government will declare AI "too valueable to fail" and force you to pay for it out of your pocket so they can AI your data and control you. As for me ... I have a friend that has built his own Sora 2 server, and is in the proce...

GM!

The real AI bubble isn’t the models.. it’s the business models.