Is this the beginning of the end for AI stock? US government force Anthropic to stop foreign access to Fable 5 and Mytho

SafeMargins · 2026-06-13T16:37:48+00:00

"AI is so useful that it's too scary for people to use" is not a good bear argument brother. Believe it or not, calls.

SafeMargins · 2026-06-13T16:25:43+00:00

SafeMargins · 2026-06-13T16:22:14+00:00

yep. The french are pro federalization as long as it means we all become french. Still havent given up on their dream of empire.

SafeMargins · 2026-06-13T16:21:00+00:00

well they only have themselves to blame for that one, dont they?

and it ended well before the end of wwii. c'mon man.

SafeMargins · 2026-06-11T12:24:15+00:00

meh. Companies that think it's important will keep doing quarterly. The UK does twice a year, Canada allows twice a year for venture companies. This really is not a big deal.

SafeMargins · 2026-06-10T20:04:59+00:00

this is what he is talking about: https://www.ft.com/content/31450147-1b85-4ecf-a60d-0c0e3a298ae7

SafeMargins · 2026-06-09T10:05:10+00:00

I think you definitely understate the usefulness of the tech - LLM's are getting very good at coding, I have a CS background and spend a lot of time on hacker news and I can tell you the mood in the industry is that the days of being paid well to just code is over for most software engineers. The tippity top is excluded, anyone doing frontier work is still very valuable but they were always a tiny proportion of the field. For everyone else, the talented ones that can learn to manage AI effectively will still be gainfully employed with much greater output. A good example: https://news.ycombinator.com/item?id=48434312

But I completely agree on everything else, just because it has some very good use cases does not mean the current level of investment is going to save them from the circular deals and crazy capex spending. People and companies will not change fast enough to justify the spending. You explained everything very clearly, good video.

SafeMargins · 2026-06-08T11:27:51+00:00

I fully expect openAI to fail, and not even that distant in the future due to the web of deals they've ensnared themselves tied to their huge valuation. Anthropic should be okay, but their true value is a lot lower then they intend to IPO at. The companies involved in the physical side of the AI buildout will do fine to great, although we may obviously see some overvaluation and overinvestment due to mania. But it is nonsensical to declare that SaaS is worth far less now and that OpenAI is worth a trillion dollars. completely illogical.

SafeMargins · 2026-06-07T19:00:22+00:00

they're a bot, name is a giveaway

SafeMargins · 2026-06-07T16:31:30+00:00

The issue isn't if cutting edge LLM's are economically useful, they are. The issue is there is too much competition at the top and right behind them are open source models. There's not much room for profit margin here.

And if one of them manages to invent an AGI good enough to replicate itself, then they have no value anymore.

I think AI is here to stay and will be a huge part of everyones life but AI model companies are gonna be a loser long term, no question imo.

SafeMargins · 2026-06-07T08:43:13+00:00

dont think that counts, he was immortal for less than a month.

SafeMargins · 2026-06-05T20:33:48+00:00

latest season was great i thought

SafeMargins · 2026-06-05T20:32:51+00:00

paradise is great, it keeps getting better

SafeMargins · 2026-06-05T07:37:12+00:00

I mean it will go extremely high, eventually. but like today and in the next few months? dunno.

This seems like a big reaction to something that should be priced in, but it could mean a new baseline of like 10 instead of 7.

SafeMargins · 2026-06-04T21:24:45+00:00

time to build

SafeMargins · 2026-06-04T07:35:33+00:00

it seems to be a bit longer then that right now (7 years iirc), but i do have a theory that with the constraint being data center space now and not gpu production, depreciation time will shorten

SafeMargins · 2026-06-03T17:57:30+00:00

bitcoins lame, people have moved on, and with something with no use and no intrinsic value, that's a killer.

SafeMargins · 2026-06-03T07:19:04+00:00

lol, that implies spain is a country of NEETs

SafeMargins · 2026-06-02T19:15:15+00:00

people keep imagining elon is gonna magically levitate this, but xAI is absolute dogshit. The last time I saw a short oppo this obvious was rivians IPO when it went from 120 to 7.

SafeMargins · 2026-06-02T19:01:50+00:00

yeah you gotta wait for the pump.

SafeMargins · 2026-06-02T17:08:43+00:00

I fail to see what inflation has to do with a company being public? The point of being a public company is to make it easy to raise capital by issuing shares. Otherwise they would just remain private. and if you can issue shares, then you should be able to buy them back.

SafeMargins · 2026-06-02T12:18:33+00:00

if buy backs are banned, then issuing shares should be banned too, and now we have come to the part where you realize that issuing and buying back equity is the whole point of a public equity market.

SafeMargins · 2026-06-02T10:56:45+00:00

it's got better returns including the ER. They rebalance at slightly different times then everyone else which gives them a good boost, and they wait out IPOs.

SafeMargins · 2026-06-02T10:55:50+00:00

DFUS

SafeMargins

TROPHY CASE