Peak Bubble
9 hours ago
- #tech valuation
- #market speculation
- #AI bubble
- OpenAI lacks $300 billion and won't be profitable until 2030.
- GPT-5 was claimed to be AGI but fell short.
- Oracle lacks chips and cash to fulfill contracts.
- Investor Vinod Khosla calls most AI valuations 'bonkers'.
- Oracle's market cap surged 50% on a non-binding deal.
- Tech market valuations exceed likely future value delivery.
- Investor notes if Oracle takes cloud business, competitors should fall, but they're rising.
- Suggests market is in a bubble, nearing 'peak musical chairs'.
- Proposes satirical AI startup idea to exploit VC hype.
- Advocates shorting the market due to overvaluation.