[seizethecheese]

Big example in the article is Alphabet, so I looked up their stock and it’s up 86% in last 12 months. Incredibly short term article.

[glimshe]

The investment makes sense for a company with a ton of products that naturally integrate with AI. Gemini is how I search these days. and finally Google got me to pay a monthly fee to them, especially with YouTube plus included in the price (for now at least).

[matrix87]

Alphabet's business is in information retrieval, they're probably the only company out of all of them where the defensive AI play is justified

[dd8601fn]

Also mentioned was Apple, who gets to shrug and carry on... now with fewer manufacturing issues.

Microsoft has to be shaking. For the first time in three-or-so decades they were finally involved in something big when it happened instead of being years behind everyone else. If this crashes they're going to have people jumping out of windows.

[matrix87]

> Microsoft has to be shaking

Their stock hasn't really seen much upside from this whole AI thing, so I don't really see how they'd get punished that badly. At least they have a public cloud business where they can rent out capacity to reduce the loss.

Maybe if OpenAI goes bankrupt, they might be punished more. Or it could be an opportunity for them to scavenge. Oracle is a lot more fucked if that happens.

[dymk]

It’s in ads

[marcus_holmes]

But isn't that the nature of bubbles? They go up for a long time, and then they come down very fast.

So the day after the bubble bursts you'd see exactly this: a very recent very sharp drop, preceded by 12 months of solid gains.

[lazide]

also, sometimes when they pop you’re till up 50% after everthing is said and done, even if you’re down 90% from the peak.

[matrix87]

the market is like a ponzi scheme, it depends on when you got in