News for hackers. Stuff that matters.

A comment on The next chapter of the Microsoft–OpenAI partnership. Parent comment

Re:The next chapter of the Microsoft–OpenAI partnership by paxys on Tuesday October 28, 2025 @10:56AM (#45733693)
Microsoft is worth $4T, so if you buy one MSFT share only ~3% of that is invested in OpenAI. Even if OpenAI outperforms everyone's expectations (which at this point are already sky high), a tiny swing in some other Microsoft division will completely erase your gains.
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by ForHackernews on Tuesday October 28, 2025 @11:06AM (#45733812)
Yeah, but on the plus side when the AI bubble bursts at least you've still got Excel.
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by ethbr1 on Tuesday October 28, 2025 @04:06PM (#45738400)
Claude for Excel! https://news.ycombinator.com/item?id=45722639
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by HPMOR on Tuesday October 28, 2025 @05:02PM (#45739135)
No reason to believe it is a bubble
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by margalabargala on Tuesday October 28, 2025 @06:23PM (#45740052)
Lots of reasons to believe it's a bubble.

No hard proof it's a bubble. Bubbles can only be proved to have existed after they pop.

[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by LargoLasskhyfv on Wednesday October 29, 2025 @02:40AM (#45743394)
I can prove soap-bubbles to exist by seeing them, long before they pop. Alternately one can blow them away, again without letting them pop.
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by margalabargala on Wednesday October 29, 2025 @10:50AM (#45747579)
Different kind of bubble. Context clues are your friend here :-)
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by ivape on Tuesday October 28, 2025 @05:05PM (#45739164)
Markets trade on a magical growth valuation. Nothing you said matters at all at the moment and won’t for about 5 or so years. People are going to eat shit over and over when they keep talking like this, just look at what NVDA did today. It’s not going to stop.
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by pinkmuffinere on Tuesday October 28, 2025 @05:12PM (#45739262)
5 years is a pretty long time to predict with confidence. Definitely agree that "the markets can remain irrational longer than you can remain solvent", but 5 years would be unusually long if you believe we're already in a bubble.
[ Parent | on HN ]
Re:The next chapter of the Microsoft–OpenAI partnership by pllbnk on Thursday October 30, 2025 @08:08AM (#45759125)
Fiat currencies are becoming meme tokens at this point. I think we are in a hyperinflation era and consumer price growth will simply have to catch-up to the stock market growth rate because wealth isn't being created right now, it's just being inflated.

All of those who are investing in stock market and thinking they are becoming rich might just realize that those were the paper gains when they will still not be able to afford anything with all the big numbers in their investment accounts.

[ Parent | on HN ]