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Nvidia is probably the only player in the AI bubble with an actual business model. AI is not generating profits. Selling AI hardware very much is.
Nvidia is just concerned it won’t continue to be this profitable.
If there’s a gold rush, sell shovels!
But then the gold rush ends and everyone has piles of shovels, your shovel investors get mad and demand a new CEO because they thought shovel demand would be that high forever.
And you’ve pissed off your loyal hobby shovelers who have been with you for decades.
It does have a business model, but that doesn’t mean it’s going to survive the bubble bursting.
Like, sure, this is selling shovels to gold prospectors. But, they’re also accepting loans from the prospectors and giving them shovels in the expectation of being paid back later. Plus they’re switching everything they do to shovel selling, and ignoring all previous businesses. I hope everybody with nVidia stock is slowly selling it off while it’s at a sky high valuation, because it’s going to make a dinosaur-killing crater when the AI bubble pops.
“selling tulips is obv unsustainable because it’s a bubble but selling tulip growing equipment now that’s a sustainable business model”
If you were already producing watering cans, yeah, kinda. They’re pivoting for pure profit right now, and when the bubble bursts, they’ll just go back to selling 2000€ “consumer” GPUs. Maybe they’ll sit on some inventory, but the sheer profits at the moment will cover for that.
In a lot of fields, the middle-ground is completely barren.
Audiophiles killed middle of the ground hi-fi systems, now all you can easily get is soundbars, bluetooth speakers, and the ever golden audiophool stuff with healing crystals. Often your best bet is to buy cheap pro audio stuff, a cheap audio interface also gives you a good 48V XLR input, studio headphones are comfortable and don’t have BASS BOOST built in, etc.
The same will happen to gaming. You’ll be either forced to use an iGPU, or shell out $2000+ for a GAMING GPU with factory overclock and RGB LEDs.
I wonder what the odds are on a government bailout.
Considering somewhere around 37% of the stock market is wrapped up in this, I think it’s unfortunately high.
And the American government is currently interested in enriching oligarchs first and doing what’s right for the country only as an accident.
Definitely. The AI bubble is going to burst, the tech companies are going to demand a bailout, and they’re going to get it.
And, if you thought the Obama bailout of the banks after the 2007/2008 financial crisis was bad, keep in mind, that bailout was done by competent people, many of whom actually took their role as public servants seriously. The AI bubble bailout will be handled by Don Jr. and Big Balls.
That disregard for copyright from the beginning of the century was essential for the spread of the infrastructure so omnipresent today, celebrated by some of the richest, most powerful people of today, essential for the plans they have for us. Watch it happen live while being entertained for free.
Yep.
IP law is too complicated to explain to the average moron (by which I am including government representatives as well as voters), so for 25 years we’ve just left it up to a few academics and nerds but mostly multi billion dollar corporation’s lawyers to ‘figure out’.
I wrote papers on the need for reform of the DMCA back during the GFC era, nobody fucking cared.
Now, we are at the point where Nvidia tried to pay Annas Archive for 500TB of pirated textual works to train their models on, and somehow, only Annas Archive seems to be in any actual legal danger at the moment.
https://dataconomy.com/2026/01/20/claim-nvidia-green-lit-pirated-book-downloads-for-ai-training/
Piracy is essentially explicitly legal with a meaningless ‘cost of doing business’ fine if you are a multi billion dollar corp, but if you don’t directly profit from it, well then that is illegal and you could go to jail for the rest of your life, or be suicided, one way or another, like Aaron Schwartz.
See also:
We need either a corporate death penalty or we need laws that throw the executives of companies that do shit like this in jail for 20 years, and also divest them of all of their wealth, thats the fine now, its all your money and your shit.
But of course, that won’t happen without killing about 5,000 people, the corpos who have a chokehold on the US government.
Many many people wouldn‘t even own a digital device if not for free copyrighted content in the naïve 00s. The jolly roger flew in the way of today‘s inescable powers. It turned white long ago.
This seems to be the largest resolution.
I’d love it on a T-shirt.
ProTip: With Inkscape, you can copy-paste (hehe) the image, and use “TraceBitmap” Tool!
Basic option gives up an inverse result [1], but with simple trick of putting square under it, and with both objects selected using Path > Difference [2] we get the text itself in SVG format, which is scalable and lossless! [3]
I could send it enlarged but… cmon, u can do it. (and I do not know a good file sharing method, and do not want to use those crapy popular ones)
Why is the symbol backwards?
I believe that is Copyleft.
