Wall Observer BTC/USD - Bitcoin price movement tracking & discussion

[Richy_T]

Huang has been the mastermind of the circular financing going on whereby he gives money to companies to buy Nvidia GPUs.

https://www.youtube.com/watch?v=hhVpOvpXUEE
https://www.youtube.com/watch?v=EhgjJBcc0Es

Note that saying there is a bubble is not the same as saying that AI has no future.

[somac.]

Huang has been the mastermind of the circular financing going on whereby he gives money to companies to buy Nvidia GPUs.

https://www.youtube.com/watch?v=hhVpOvpXUEE
https://www.youtube.com/watch?v=EhgjJBcc0Es

Note that saying there is a bubble is not the same as saying that AI has no future.

Is that financing in trouble though? guess we'll see soon enough.

[Richy_T]

Huang has been the mastermind of the circular financing going on whereby he gives money to companies to buy Nvidia GPUs.

https://www.youtube.com/watch?v=hhVpOvpXUEE
https://www.youtube.com/watch?v=EhgjJBcc0Es

Note that saying there is a bubble is not the same as saying that AI has no future.

Is that financing in trouble though? guess we'll see soon enough.

I mean, you *can* avoid watching the videos (especially the first one) where that is explored. That's totally up to you.

[ChartBuddy]

Explanation
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[d_eddie]

Whatever it is, it hurts.

[somac.]

Huang has been the mastermind of the circular financing going on whereby he gives money to companies to buy Nvidia GPUs.

https://www.youtube.com/watch?v=hhVpOvpXUEE
https://www.youtube.com/watch?v=EhgjJBcc0Es

Note that saying there is a bubble is not the same as saying that AI has no future.

Is that financing in trouble though? guess we'll see soon enough.

I mean, you *can* avoid watching the videos (especially the first one) where that is explored. That's totally up to you.

I'll give them a watch when I have time. But I'm pretty sure its small in comparison to total Ai funding over the last few years.

[somac.]

Whatever it is, it hurts.

It always hurts, but as usual it will just be another crisitunity.

[Biodom]

The circular financing story is lame, imho.
I would rather call it "building infrastructure".

What do you want them to do with their billions: burn them on truly stupid stock buybacks as most of corporate America does?
Apple is a good example. I would call stock buybacks a "destruction of capital", but WS loves it, misguided by some like W. Buffett.

Is an investment of $26 bil in Anthropic IPO by multiple "heavies" also a circular financing, then?
This is hilarious!

[Richy_T]

I'll give them a watch when I have time. But I'm pretty sure its small in comparison to total Ai funding over the last few years.

Right. But perception is reality.

In fact, I would claim that it would be unusual if there *wasn't* a bubble with such hot new tech.



But I'm not trying to convince anyone. Just stating the way I see it.

[Richy_T]

The circular financing story is lame, imho.
I would rather call it "building infrastructure".

You seem to look to the future with the belief it will be how you want it to be and not that it will evolve according to existing conditions. Quite solipsistic.

Is an investment of $26 bil in Anthropic IPO by multiple "heavies" also a circular financing, then?

It is if it is and it isn't if it isn't. It Anthropic buying large quantities of hardware and/or services from those heavies?

[Biodom]

The circular financing story is lame, imho.
I would rather call it "building infrastructure".

You seem to look to the future with the belief it will be how you want it to be and not that it will evolve according to existing conditions. Quite solipsistic.

Yeah, you are probably right about that.
Guilty as charged.

[ChartBuddy]

Explanation
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[shahzadafzal]

Explanation
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$68k?

Did Satoshi cheat on his wife? 

(read it on X )

[ChartBuddy]

Explanation
Chartbuddy thanks talkimg.com