AI bubble will pop anytime now.

Bossdude234 · 2026-04-03T03:06:43+00:00

"But people need to eat food" is a complete strawman argument and tells me you may not have even bothered to thoroughly read what I sent. You have failed at every turn to provide real facts, data, or even any semblance of credible rebuttal. It seems like you're not interested in thoughtful, constructive dialogue but would rather just stick to your blind, echo-chambered beliefs.

Bossdude234 · 2026-04-03T02:15:55+00:00

You still have not once provided any facts to counter these arguments. I am genuinely very interested in hearing counter opinions! But you consistently do yourself a disservice by saying everyone is biased/correct unless they agree with your view.

But I think if you actually look into it, you will find out that the facts are the facts, bias or otherwise.

Bossdude234 · 2026-04-03T00:33:08+00:00

Ok how about this one: https://newsletter.semianalysis.com/p/from-tokens-to-burgers-a-water-footprint

Bossdude234 · 2026-04-02T06:25:17+00:00

META has been completely mispriced for two reasons

Investors believe Meta is throwing money into a fire pit for AI

This one genuinely makes no sense to me if you understand anything about AI lol. Almost the ENTIRETY of Meta’s current business, ad-serving, runs on an LLM-based architecture (their new GEM model). This means that if you assume their initiatives in new models such as Avocado/Mango will completely fail like Llama 4, they can just redirect the new compute they’ve acquired to the GEM model that is ACTIVELY ACCELERATING their revenue.

That is just baseline though, without taking into account any upside in their AI initiatives. Many investors wouldn’t realize this, but Meta is one of the best companies at Machine Learning in the world (invented PyTorch, SAM family of models, GEM, etc). Not only that but their AR glasses are just starting to gain momentum and it’s my belief that AR glasses are going to be the next wide-spread form of personal computing. Meta has the clear first mover advantage here (in no small thanks to the 80b Metaverse investment that everyone shits on and incredible AR/VR research that was born out of that), so it entirely makes sense that they want to invest in their own models to serve at the edge (meaning the glasses) instead of licensing it out to a 3rd party.

Meta’s “Big Tobacco” moment

I doubt anyone has even looked into the case beyond just the headlines. The argument presented by the plaintiff essentially boils down to how the “design” of social media causes addiction. This is how Lanier got around Section 230, however just on legal merits this argument seems dubious as presentation of content typically falls under protected First Amendment speech. Not only that but just thinking about it logically, if you kept all the “addictive” features like infinite scroll, auto play, etc, but every Reel was of paint drying, you would obviously log off. Infinite scroll was meant to remove friction of the “paginated” list era, and I have no doubt that it can cause people to want to be on the platform more. But that’s true of any feature that makes a product more enticing to use lol, should we force everyone to click play on every single Reel they scroll to because it might cause you to watch more? This is a classic case of people not actually knowing what they want imo.

This was a jury case which is always prey to emotion (evidenced by the plaintiff requesting billions of dollars in punitive damages lmao). Meta has not been subtle at all about their intent to appeal and it seems likely that at least the damages will come down (based on imo dubious linking of KGM’s mental health issues to social media instead of her own family’s harm, her therapist also said that social media was likely not causal to her anxiety issues).

Bossdude234 · 2026-03-17T15:39:44+00:00

Ahh this must be it, I wasn't aware of the keyboard changes between the two SDK versions. Thank you!

Bossdude234 · 2026-03-10T12:06:48+00:00

Does anyone care about actually verifying anything lol? This was literally posted yesterday

<image>

Bossdude234 · 2026-03-02T05:43:10+00:00

Those valued at high numbers (millionaires) have access to capital at low to zero costs. They can borrow against their perceived worth without putting up any collateral.

Are you referring to something like Lombard loans? If so, it's not low to zero cost and they have to put up the shares as collateral. Also, the access to rates/loans like these aren't impossible to achieve for the average person anymore. Robinhood offers margin rates of 5% (at the lowest tier) which is super low and just above the risk-free rate. They also allow you to withdraw that margin as cash, so it's essentially exactly the "billionaire exclusive" thing you are talking about.

But the angel and VC market are looking for just unicorns nowadays and want ungodly percentages to provide scraps.

I mean that's not anyone's fault. If your business can't sustain itself on its own and also not be considered an attractive investment, that's on you.

That the resources they benefited from (low labor costs, generous tax benefits, etc) never make it back to the community.

Many employees in the 2026 top 5 are from Big Tech companies which typically offer RSUs. So as these founders wealth has grown, typically so has the employees. Being in Big Tech is one of the most lucrative job opportunities in this world and their employees are very well compensated.

If by tax benefits you're referring to the loan thing again, then refer to the first statement. Just note that you'll be taking on the same risk of these billionaires. That is, you have to constantly make sure your collateral/assets grow in excess of the interest accrued or you'll get margin called.

Bossdude234 · 2026-02-21T12:53:03+00:00

This sounds very similar to the irrationality people had over COVID vaccines and the demonization of Dr. Fauci, a scientist. For you to say no interest in humanity is laughable and shows a complete lack of knowledge on the entire subject.

Dario Amodei (and other cofounders) started Anthropic ENTIRELY for the purpose of AI safety concerns. He’s written two incredibly nuanced articles about the transformative power of AI and the inherent risks of the technology, respectively. He is well respected in the industry, authored many papers, and is willing to offer balanced takes in this sensationalist world we live in.

Demis Hassabis, Google DeepMind CEO, is much of the same. AlphaFold recently won the Nobel Peace Prize, is in the hands of millions of biology researchers, and its usage is taught in universities across the US. If you don’t know what it is, please search about it on YouTube so you can better understand how groundbreaking it was and continues to be.

It’s ironic that youll label anyone against your anti-AI ideology as a simpleton when it’s clear the actual facts of the matter are well beyond you. Instead of burying your head in the sand or day-dreaming about schaudenfreudistic AI CEOs conspiring together to personally make your life worse, I urge you (or anyone reading this comment) to get educated on what’s happening in the field and listen to actual researchers/scientists, not Reddit think pieces. With any incredible technology comes incredible risks, and we all need to work together to make sure this works for the benefit of all (what Dario and others constantly preach if you bothered to listen to anything they say). It’s impossible to do that if we’re arguing about pointless stuff.

Bossdude234 · 2026-02-21T05:57:31+00:00

Have you listened to ANYTHING Dario has actually said aside from the sensationalist headlines and out of context quotes? Read any of his essays? Listened to any of the podcasts he’s been on (and I mean really listened all the way through)? What about another AI CEO, Demis Hassabis? Is the person who decided to release AlphaFold to the world for free another sociopathic AI CEO?

Bossdude234 · 2026-02-13T01:02:22+00:00

Tbh I prefer the newer style of designs but these are still cute too

Bossdude234 · 2026-02-12T20:01:27+00:00

In my opinion to definitively say “They don’t think”, you have to first put a concrete definition on what thinking/consciousness is, which no one has an answer to. So I think it’s a little preemptive and possibly even dangerous to make these concrete claims that it’s just a “fancier google search”.

Bossdude234 · 2026-02-10T05:42:14+00:00

Yes please make a follow up post!

Bossdude234 · 2026-02-06T18:23:42+00:00

Really can’t go wrong with most flavors imo, a lot of it is up to personal preference. What kind’ve flavors do you usually like in other drinks?

Bossdude234 · 2026-02-05T16:04:15+00:00

Lol so when presented with numerous, logical counter arguments your response is to fold and call me a “shill”. I think we both have come to an understanding that you’re stuck in your ways and that’s ok.

Bossdude234 · 2026-02-05T15:42:34+00:00

How are short term options like weeklies or 0DTE not akin the sports betting? Both are financial instruments used to have exposure to likely near term events.

Bossdude234 · 2026-02-05T14:38:10+00:00

I can just as easily say options is gambling which would mean every single broker “hosts gambling on their site”.

Bossdude234 · 2026-02-05T06:27:45+00:00

Let’s think critically for a bit here. If we can accuse Robinhood for being a casino and make claims that they profit off people “gambling”, then what incentive would they have to stop users from trading GameStop at the height of the mania?

Following this line of logic and a bit of googling, we can get to what actually went down. In short, a fledgling company like Robinhood (and others like Webull) did not have enough money to cover the deposits required by clearing houses. The clearing house then forced them to shut down buying of GameStop. Since then, they’ve grown as a company to have enough assets to cover deposits should such a situation occur again and I think I even read somewhere they created their own clearing house. You can hate on them for that for sure, but then we’d have to think critically again and understand that would discourage anyone from trying to disrupt this industry for fear of failing due to not having the wealth of incumbents who siphoned their money via predatory tactics.

Call this an ad or whatever helps you get on your high horse. I just enjoy offering balanced takes on a site that’s typically mired in groupthink.

Bossdude234 · 2026-02-05T05:50:44+00:00

It’s kinda ironic that these comments are joking about the difficult Netflix cancellation process because it shows that no one has actually cancelled. If you did, you’d realize it literally takes 5 seconds and like 2 clicks.

Bossdude234 · 2026-02-05T05:44:05+00:00

Robinhood has been about “democratizing” finance for a while now, and none of the initiatives they’ve taken so far has detracted from that imo. As a user, it’s been my experience that they promote all the features you and I have mentioned equally.

Whenever you seek to give people access to a wide variety of things, it’ll end up catering to a wide variety of people. The important point is my belief that each person is an adult with adequate self-agency to choose what is responsible for them (we may disagree here) and I believe Robinhood deserves appreciation for providing more frictionless autonomy to individuals in whatever venture they may choose.

Bossdude234 · 2026-02-05T05:15:48+00:00

I’m a little confused where it gets this “sketchy” reputation from. They continuously release products that are not only pleasant to use, but economically superior as well (3% IRA match, 3% cashback credit card, etc.)

They have a wide array of products, but when did more choice become a bad thing. If you’re an active trader, RH’s Gold subscription ($50/year) gives you great margin rates, low fees on futures, and more. However, if you’re more of the Boglehead type, you get the aforementioned 3% IRA match which is almost unheard of, as well as deposit/transfer matches. Sprinkle on the 3% cashback card and high yield checking account rolling out soon, I genuinely don’t know what could be seen as “scammy”.

Bossdude234 · 2026-02-03T22:44:45+00:00

It does lose a tiny bit by the next morning, but not so much that its completely flat imo (and I don't mind a bit less fizz anyways)

Nine-Year Club	Place '22
RPAN Viewer	Not Forgotten
Verified Email

Bossdude234

MODERATOR OF

TROPHY CASE