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A comment on Retirement Savings Are Fueling the AI Bubble. Parent comment

Re:Retirement Savings Are Fueling the AI Bubble by torlok on Wednesday November 11, 2026 @03:27PM (#50458212)
Why do people keep bringing up Zitron in these discussions. He's literally just some guy. And with all due respect to Steve Eisman, he's been wrong plenty of times, most recently with bond prices going above 5% being a trigger. And he's still recommending that you should hold SPX or a combination with QQQ like, hilariously, that's supposed to be diversification or something.
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Re:Retirement Savings Are Fueling the AI Bubble by switchbak on Wednesday November 11, 2026 @03:38PM (#50458341)
My sentiment exactly, and I'm not exactly an AI fanboy here. I just don't see why he's viewed as some kind of authority or particularly insightful.
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Re:Retirement Savings Are Fueling the AI Bubble by pydry on Wednesday November 11, 2026 @03:55PM (#50458545)
Because he actually analyzes the rather ugly financials of the companies in the bubble.

For some reason the people who hate him the most are the ones most inclined to completely ignore the topics he actually talks about.

They all get hooked on anthropic screeching about ending humanity or some other nonsense and forget that this is a business. A business which is losing gargantuan stacks of cash and is running on the fumes of hype and cope.

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Re:Retirement Savings Are Fueling the AI Bubble by orangecat on Wednesday November 11, 2026 @04:30PM (#50458972)
For some reason the people who hate him the most are the ones most inclined to completely ignore the topics he actually talks about.

Huh? His predictions on both the financial and technical sides (see https://danluu.com/zitron/) have been spectacularly wrong.

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Re:Retirement Savings Are Fueling the AI Bubble by mopsi on Wednesday November 11, 2026 @03:58PM (#50458581)
I don't understand his phenomenon either. Listened to a few long podcasts with Zitron. He had about 10-15 minutes worth of ideas and not much beyond that. Nothing of it was particularly novel. Are AI companies in a huge bubble? Most likely. Is AI itself useful? Not to the degree it's hyped, but yes, it has its uses. And that's about it. Nobody knows how the events will unfold, and listening to speculation feels like a complete waste of time.
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Re:Retirement Savings Are Fueling the AI Bubble by njovin on Wednesday November 11, 2026 @03:39PM (#50458353)
Because he has been one of the few people doing actual research on the financials around AI and reporting on exactly why it looks like a massive bubble.

If any boosters can provide the type of evidence that Zitron has I’d love to see it.

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Re:Retirement Savings Are Fueling the AI Bubble by kccqzy on Wednesday November 11, 2026 @03:49PM (#50458476)
[delayed]
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Re:Retirement Savings Are Fueling the AI Bubble by orangecat on Wednesday November 11, 2026 @04:04PM (#50458635)
Well Anthropic having revenue of $34.5B in 2027 being "laughable" is correct, just not quite how he intended.
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Re:Retirement Savings Are Fueling the AI Bubble by layer8 on Wednesday November 11, 2026 @04:52PM (#50459197)
People keep bringing up Zitron because they are wishful-thinking that he’ll eventually be right. But yeah, it seems that he’s been plenty wrong so far.
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