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🚨🚨 Breaking: AI isn't in a bubble if it delivers — SF Fed's Daly
That sentence sounds calm. It isn’t. It quietly shifts the entire risk onto one fragile condition: “delivers.”
Because no one agrees on what delivery actually means. Revenue? Productivity? Margin expansion? Infinite growth curves?
That ambiguity is where markets usually get punished.
If expectations stay this stretched and results miss even slightly, the story doesn’t fade. It snaps. Fast.
What looks like reassurance is actually a conditional warning wrapped in policy language.
#AI #artificialintelligence #stockmarket #TechBubble #economy
$ALLO
$BILL
$SIREN
That sentence sounds calm. It isn’t. It quietly shifts the entire risk onto one fragile condition: “delivers.”
Because no one agrees on what delivery actually means. Revenue? Productivity? Margin expansion? Infinite growth curves?
That ambiguity is where markets usually get punished.
If expectations stay this stretched and results miss even slightly, the story doesn’t fade. It snaps. Fast.
What looks like reassurance is actually a conditional warning wrapped in policy language.
#AI #artificialintelligence #stockmarket #TechBubble #economy
$ALLO
$BILL
$SIREN
The current AI frenzy has turned into a closed financial centrifuge: big techs (Microsoft, Alphabet, Amazon) are rolling out insane capex of about ~$690 billion in 2026, but the lion's share of their "cloud AI revenues" is generated by pumping billions into OpenAI and Anthropic, who then buy computational power back from them. Corporations mindlessly burn through their annual AI budgets in a single quarter on endless token burn, while Anthropic is just starting to break even operationally, and OpenAI is closing quarters with a net loss of $1.22 for every dollar earned.
As soon as Wall Street demands real, not paper returns on investment (ROI) from big techs, the inevitable contraction of AI capex will trigger a sharp decline in tech sector stocks, dragging BTC down with it due to an overall liquidity crisis.
#AICapex #TechBubble #TradFi #Macroeconomics
As soon as Wall Street demands real, not paper returns on investment (ROI) from big techs, the inevitable contraction of AI capex will trigger a sharp decline in tech sector stocks, dragging BTC down with it due to an overall liquidity crisis.
#AICapex #TechBubble #TradFi #Macroeconomics
This is getting ridiculous.
OpenAI and Anthropic are bleeding massive cash despite huge revenue.
OpenAI made $20B in 2025 but still lost $14B. Projected to lose $44B cumulatively by 2028.
Anthropic burns $3 for every $1 it earns.
Together they’ve committed over $1.05 Trillion in cloud spending — making up nearly half of Microsoft, Google, Oracle, and Amazon’s future revenue backlogs.
Meanwhile, hyperscalers are spending $725B this year on AI infrastructure.
Yet most companies still can’t show clear ROI from generative AI.
The entire AI boom is riding on two loss-making companies.
#OpenAI #Anthropic #TechBubble #CloudComputing #ArtificialIntelligence
OpenAI and Anthropic are bleeding massive cash despite huge revenue.
OpenAI made $20B in 2025 but still lost $14B. Projected to lose $44B cumulatively by 2028.
Anthropic burns $3 for every $1 it earns.
Together they’ve committed over $1.05 Trillion in cloud spending — making up nearly half of Microsoft, Google, Oracle, and Amazon’s future revenue backlogs.
Meanwhile, hyperscalers are spending $725B this year on AI infrastructure.
Yet most companies still can’t show clear ROI from generative AI.
The entire AI boom is riding on two loss-making companies.
#OpenAI #Anthropic #TechBubble #CloudComputing #ArtificialIntelligence
Mark Cuban dropped some harsh truth bombs on OpenAI during the Big Technology podcast: he believes the company will never recoup the trillion dollars sunk into its infrastructure and risks becoming just another "expensive app." The billionaire thinks the AI market could go the way of streaming with razor-thin margins and a crowd of survivors, rather than the monopolistic path of Google Search, making the massive cash burns on chips and data centers the biggest capital destruction in history.
For investors, this is a signal to cool off: if foundational models turn into a cheap commodity, the big bucks will go to those who integrate them into real businesses, while giants like OpenAI drown in operational expenses.
#OpenAI #MarkCuban #AI #Investment #TechBubble
For investors, this is a signal to cool off: if foundational models turn into a cheap commodity, the big bucks will go to those who integrate them into real businesses, while giants like OpenAI drown in operational expenses.
#OpenAI #MarkCuban #AI #Investment #TechBubble
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