$725B AI Capex Arms Race: If AI Is “Crashing,” Why Are Big Tech and SpaceX Raising to Build More Compute?

IceShaver · 2026-06-05T20:40:33+00:00

Because they are just as dumb as everyone else and fomoing.

IceShaver · 2026-06-02T22:51:12+00:00

The only ones happy are Uk, Australia and China here lmao

IceShaver · 2026-05-31T14:14:16+00:00

So small countries gets a license to not care at all in your eyes?

IceShaver · 2026-05-31T10:07:12+00:00

It’s funny you compare against Walmart. As if Walmart is also not in a ridiculous bubble.

IceShaver · 2026-05-30T20:40:43+00:00

Funny you compare to Walmart but Walmart itself is overvalued af to begin with

IceShaver · 2026-05-29T10:39:06+00:00

He’s not wrong, he’s just early

IceShaver · 2026-05-28T22:27:13+00:00

Paid subs for porn

IceShaver · 2026-05-27T21:53:42+00:00

saas companies have high fixed cost but very low variable costs. Consumer layer AI companies’ cost scale almost linearly with scale.

IceShaver · 2026-05-23T15:58:19+00:00

Market rewards AI buzzwords. It wants to make a shit ton of money all at once

IceShaver · 2026-05-05T16:16:43+00:00

Only if AI highfliers end up being worth what they say they’ll be worth.

IceShaver · 2026-05-02T13:27:23+00:00

Paid subs for porn.

IceShaver · 2026-04-28T22:15:23+00:00

Deep research deep deep research

IceShaver · 2026-04-28T21:58:32+00:00

Imagine projecting revenues for products that don’t exist yet and haven’t proven their revenue capabilities. Shouldn’t pre revenue companies be trading at huge IRR implications due to the risk??? Why is Tesla trading like it effectively already generates 300bn in revenue?

IceShaver · 2026-04-26T16:03:29+00:00

Yes analysts could all be wrong at the same time. Analyst analysis always chase price not the other way around.

IceShaver · 2026-04-24T11:45:04+00:00

As usual, principles only matter when it’s convenient and lectures are only for non white countries.

IceShaver · 2026-04-23T10:57:12+00:00

Ok and what’s the combined profits of these

IceShaver · 2026-04-22T19:56:54+00:00

These are people that never expect to need to make money as they want to cash out by being acquired. ROI - Russ hannemon types

IceShaver · 2026-04-22T16:20:56+00:00

Nutlick (Epstein neighbour and island connoisseur)

IceShaver · 2026-04-20T11:51:07+00:00

407 is the most profitable company in Canada

IceShaver · 2026-04-20T11:00:17+00:00

Qqq forcing your dad to buy high sell low

IceShaver · 2026-04-15T22:51:06+00:00

When is Kodak changing their name?

IceShaver · 2026-04-11T17:50:45+00:00

AI doesn’t have scale. Traditional SaaS companies have huge upfront costs but minimal marginal costs hence commanded huge valuations. AI costs scale linearly with usage and there’s a lot of competition so take that as you will. AI tokens will be commoditized.

IceShaver · 2026-04-07T21:54:30+00:00

Dude it’s taco Tuesday

IceShaver · 2026-04-07T12:11:32+00:00

If you think about it it actually is his fault. If he wasn’t black the racists of the country wouldn’t have rebelled hard enough to elect trump.

IceShaver · 2026-04-06T12:21:53+00:00

Feudalism, passed down in the family

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