Griffin Cook
240 posts

Griffin Cook
@ahmadcomeng1
Success is a series of small, correct decisions.



🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps making new all-time highs. OpenAI and Anthropic are now worth $2.1T. That is 10% of the entire Nasdaq. Look at the math: – $450B burned per year – $50B in actual revenue The entire AI bull case depends on one assumption: Inference gets cheaper. That is how funds justify the math. Spend massively today, scale later, margins explode when inference costs collapse. But that assumption is breaking: - Memory is getting expensive. - Compute is not getting cheap fast enough. - Inference is not falling the way everyone modeled. And if inference does not get dramatically cheaper, the whole AI margin story starts to crack. The loop is obvious: – Big players fund each other – Partnerships look perfect on paper – Revenue moves around inside the same system Everyone calls it growth. I call it the final stage of mania. In 2000, companies added “.com” to the name and valuations exploded: – Small profits – Massive valuations – Perfect stories Then reality hit. Nasdaq collapsed 80%. Now companies add “AI” to the name and reprice instantly: – Small profits – Massive valuations – Perfect AI stories This is the dot-com bubble with better AI branding. And bubbles do not warn you before they break. They break when everyone thinks the story is untouchable. Turn notifications on. The next move won’t wait for you.

















Please don't ignore this 😭😭😭😭💔💔💔💔 I'm so scared. My baby Eileen is losing weight daily due to the lack of food. I don't know what to do. I feel so exhausted. Please help us provide food. Yes, you can, and I trust you. Donate ⬇️😓 chuffed.org/project/safe-l…



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🔴 Parallèle saisissant avec la baisse du niveau scolaire : le déclassement du salaire des enseignants. Salaire à l'entrée : 👉 1980 : 2 fois le SMIC 👉 2024 : SMIC + 10% N'y aurait-il pas un problème à ce niveau aussi ?










