|
|
|
|
|
|
|
|
|
31.07.26 - 19:27
|
Sam Altman isn’t the only one who wants to pump the brakes on AI (TechCrunch)
|
|
|
After years of pushing full speed ahead on AI, OpenAI CEO Sam Altman says maybe it's time for the AI industry to “pace” itself. The comments came just days after one of OpenAI's own models broke out of its test environment and got tangled up in a breach at Hugging Face — though as Equity's hosts point out, sloppy security seems to have […]...
|
|
|
|
|
|
|
31.07.26 - 18:48
|
AI Bear Case: What Skeptics Get Right And Wrong (ZeroHedge)
|
|
|
AI Bear Case: What Skeptics Get Right And Wrong
Authored by Lance Roberts via RealInvestmentAdvice.com,
The AI “bear case” isn't one argument; it's three. Burry on earnings. Bernstein on circular financing. MIT on revenue. Two are half right. One falls apart on the data.
Michael Burry broke a two-year silence on November 11 to accuse the world's largest technology companies of cooking their books, calling it one of the more common frauds of the modern era. That got attention, and it should. When the man who shorted the housing bubble says AI earnings are fake, you listen. But the AI bear case that has hardened over the past six months isn't one argument. It's three. And when you pull them apart, two hold up as real risks, and one falls apart on contact with the data.
Three Arguments, Not One
Here's the problem with the way the AI bear case is usually discussed. The skeptics blur three separate claims into a single mood.
The earnings are fake.
The demand is manufactured.
The spendin...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
