RoundingError1

It wouldn't do much more than drive down their stock prices. If you really want to pop the AI bubble, everyone would have to stop spending on AI-related subscriptions. The equity these companies already raised is done, that money has changed hands..the real lever is the debt that is/was used to fund them now. If the interest on that debt can't be paid, and/or the principal returned at maturity, and/or various debt covenants are broken...that's how this really ends. The first step for a company to be able to solve the first two problems, and avoid the last one, is revenue..without it, every below it goes unpaid.

very cool! awesome website they put together for the challenge as well, all of the different designs are fascinating.

It's a shame. I'd love to own SpaceX - but I want to own a space company...not a social media company, an AI company, and potentially a car company one day.

I guess I'm the only person that thought this was Relative Strength Index simulator before clicking it. I was genuinely curious what that would actually simulator and/or why someone would even want to simulate it.

Consistently overpromising and underdelivering usually causes folks to become doubtful of anything.

I'd argue (almost)every party in the economy is making a dangerous bet on the AI boom. Capex is great for boosting the economy, but eventually the debt that funded said capex comes due..combine that with the depreciation of the underlying assets(chips, buildings, etc.) and I don't see how this doesn't destroy balance sheets wholesale.

The economic asymmetry of this particular engagement should be worrisome to most countries. Using 6 and 7 figure(per use) defensive systems to engage 4 to 5 figure adversary systems is not sustainable, even more so considering the economic cost of the damage said 4 to 5 figure platforms can inflict.

It's like LPs forgot what a hedge fund's actual purpose is.

Very interesting. It's always fascinating how much we still don't know about this marble.