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Cake day: June 30th, 2023

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  • Well nVidia just sells the hardware to the AI companies, so even if the bubble pops, they won’t go bankrupt.

    Except all those companies are in an investor circle jerk with each other…

    If AI bursts it doesn’t just hurt nvidia’s sales of products used by AI.

    Nvidia has over $100 billion invested in OpenAI:

    https://www.cnbc.com/2025/09/26/nvidias-investment-portfolio.html

    And even more billions invested in other AI companies. Because the AI companies can’t afford to buy what Nvidia is selling at the price.

    This means Nvidia “owns” a bunch of those AI companies, and can take loans out on the valuation…

    If AI goes bankrupt, all those investments are worthless, which means banks call in the loans that used it as collateral. It could easily wipe out Nvidia.

    It’s not just one surface level thing, even tho that’s all you seem to have thought of. You’re worried about a couple hundred million in sales like it’s not sitting next to 100 billion dollar loan.

    Like bro, come on man…



  • So…

    It’s not a bubble because…

    “This is the largest infrastructure build-out in human history,” Huang said of active and promised data center projects. "And so the AI bubble is, comes about because the investments are large. And the investments are large, because we have to build the infrastructure necessary for all of the layers of AI above it."

    It’s something we’re sinking money into soley because we’ve already been sinking money into it, and we don’t want anyone else to get ahead of us even though literally no one has found a way to monetize it enough to make back prior investments let alone new investments…

    Like, he knows that’s literally the definition of an economic bubble, right?

    Is he just trying to grift dumb rich investors, or does he legitimately not understand his company could go bankrupt literally at any moment if the investor class ever comes back to reality?













  • It’s like someone had doubts people could count much past 12

    More like the people who invented a lot of shit used base 12.

    Things restarting at 12, is because the thing is so old, it predates base 10.

    Like, pick a language, count to thirteen:

    Ein, zwei, drei, fire, funf, sechs, seben, acht, neun, zein, elf, zwolf, dreizein…

    One, two, three, four, five, six, seven, eight, nine, ten, eleven, twelve, thirteen…

    Notice how 11 and 12 aren’t one-teen and two-teen?

    On each hand is 4 sets of 3 knuckles, touch your thumb to each knuckle and your finger counting on one hand higher than we can with two. Pretty sure there’s some pretty neat math tricks with their method too, almost like built in abacus.

    But all this is off memory.


  • Eh, the terracotta emporer from China almost definitely has booby traps that are likely still functional after 2,000.

    We don’t know, because the absolutely insane amount of open mercury in the tomb would have filled it with toxic gases, although it’s likely that wasn’t the intent.

    But yeah, most “ancient” tombs were pillaged centuries ago. What little happens now is entirely black market and people probably die all the time.

    I know Kim Kardashian took a booty selfie with a sarcophagus at the MET Gala a couple years ago, and one of the illegal tomb raiders recognized it. And because he never got his cut, he snitched to local authorities. So it still happens, we just don’t hear about the vast amount. Just the very careful government sanctioned ones.