frommi

The chance that OpenAI is bankrupt at that date is probably higher.

Hacksaw Gaming AB, Evolution Calls.

There maybe is some truth and Anti-Hype in this video. And its funny

bought more MDLZ and MTY Food Group.

This is probably the best description of what happens in software development right now:

I was also of that impression, but the revenue sources didnt change from 2000 to today. Its still roughly the same 30-35% for the S&P 500.

But hasnt that already happened? Ive seen graphics of software companies % of holdings down to like 2% from 15% last year. The only thing that i can see shortly on the horizon is people getting fired on a mass scale very soon.

Ok i sumhow understand some more now, and i got frightened But how can a Agentic AI ever be safe from prompt injection? All these security alarm bells are ringing in my head.

Its about Msft, but it touches a lot of AI points.

Msft is now part of that ecosystem, they benefit a lot from the cloud bookings of OpenAI and Anthropic. And at the same time they finance their own revenue by financing these AI companies. I really hope that they are not right. Its really funny that everyone hypes them up, but doesnt think about the effects that has on everyone on the planet. Yeah maybe 2026 is the year of the Put

When you look at the economic cycle we are late stage, similar to the end of 2007. Yields go down, recession comes, bonds rallye hard and at the same time everything goes down the drain. Pretty sure 2026 is a year with huge drawdowns in the stock market. Can imagine we see some more weeks and months of defensive stocks/REIT's rallying before everything goes down together.

Because they are in the business of raising money. Listen to the CEO from Anthropic (interview in the other threat) what he tells us about revenue and training cost is eye opening. Each model each year needs more money for training and they are not able to generate enough revenue to even cover the cost of the current model. At some point they will ran out of money. Thats capital destruction at its finest.

Alpha Go used the end result of a game as a reward, it was either win or loss. And than it trained a neural net on that outcome and played millions of games against itself and learned the game that way.

Yes, but its hard to predict what companies really go bankrupt. I just asked Gemini and the first answer i get is this: As AI evolves, companies that fail to pivot or rely on high-cost human labor for routine tasks face the highest risk of bankruptcy. Here’s a summary for your post: 1. High-Cost AI Startups (The "Burn" Risk) Companies like OpenAI and Anthropic are burning billions in compute costs. If venture capital dries up before they hit profitability, even the industry leaders face existential threats. Recent failures like Builder.ai (which went into administration in late 2025) show that high valuations don't prevent collapse. 2. Content & Education Gatekeepers ...

Games like Chess or Go differ from real life because they have a clear set of rules that define when a game is won or lost. This structure can be used for training purposes or as a reward function.

In part yes, but its also connected to factset's and S&P database API for example.

Of course some companies will be affected, but not all. And right now the market just throws everything into the same bucket. Where do you think Claude gets its financial information?

Yeah, i heard human bodies are good at producing electricity

Good question and i dont think the AI pundits have an answer to that either

We’re mostly hearing the 'blue sky' projections from AI companies and their CEOs, but the operational reality is far less polished. The moment you move from demos to deployment, the fundamental flaw of probabilistic modeling hits a wall. In creative fields, unpredictability is a feature; in mission-critical infrastructure, it’s a liability. No serious operator is going to deploy a system with a 1% 'catastrophic failure' rate. We’re essentially looking at a machine that blows its own engine every hundredth cycle—that’s not an asset, it’s a tail-risk nightmare.

Thanks. He basically states that all human labor will eventually be replaced, no job is safe. If thats the end-game we will see massive deflation at first and the government taxing robot/compute time while giving universal basic income to everybody later on. At first you think companies like NVDA will profit from this long term, but i doubt it, because AI can just create a new factory and build the chips it needs itself. Same for everything. Maybe resources get more expensive, but AI could just figure alternative ways to build something or create energy. At that point humans will probably just there to serve and money doesnt matter anyway.

I am too old and stupid to understand the other stuff, that was just a lot of blubber to me

Yeah looks like we are all doomed because: Facebook now lets users animate profile pictures with AI , while YouTube rolled out text-to-playlist generation .

Of course, who needs CAD when the robot builds what you want from a prompt?

This strongly reminds me of the Telekom hype around the year 2000. Imagine what happens when AI is still hallucinating in five years.