I haven't. Whoever has been waiting two years for this to pop hasn't done their homework.
Some of the key pressures that could pop this bubble are:
- when the debt comes due for the data center build out
- and when the appetite for NVidia's GPUs declines.
There may be others but these are the two I have been aware of.
Mitigating factors are:
- the rich people funding this shit and how much longer they will do so.
- And a possible government bailout. The shit heels of the AI "industry" have already floated this one, and it is why they like Trump, and it is why they push the spectre of China as a competitor, and it is also why they push SciFi woo woo bullshit about AI dangers.
These pressures are mounting and the mitigating factors are in play. I don't know when they go critical. 6-12 months from now? But It is something like that.
Aaron
npub1t5…lwcqf
2026-05-29 14:21:50 UTC
in reply to nevent1q…fhpk
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npub1t54ggjusz6j6eyhgrqq35tfngajkh54h95wadt8scn0zz5e4hxxsdlwcqfSeen on
wss://relay.momostr.pinkPublished at
2026-05-29 14:21:50 UTCEvent JSON
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