Arvin Abarca

JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project.

Salario Medio Vs Alquiler Medio 📊 🇨🇭 Suiza 6.500€ / 2.100€ → 32% 🇩🇰 Dinamarca 4.200€ / 1.400€ → 33% 🇳🇴 Noruega 4.400€ / 1.500€ → 34% 🇳🇱 Países Bajos 4.000€ / 1.500€ → 37% 🇸🇪 Suecia 3.200€ / 1.300€ → 41% 🇫🇮 Finlandia 3.300€ / 1.400€ → 42% 🇮🇪 Irlanda 3.800€ / 1.600€ → 42% 🇩🇪 Alemania 3.000€ / 1.300€ → 43% 🇫🇷 Francia 2.800€ / 1.300€ → 46% 🇪🇸 España 1.600€ / 1.100€ → 69% En España casi el 70% del sueldo medio se iría solo en alquilar. Luego nos preguntamos por qué cuesta tanto ahorrar. ¿Que opináis? Os leo 👇

Hace casi 50 años…que recuerdos…

No debt Ideal weight 8 hours of sleep Mental health on track Right nutrition Zero Alcohol This was my peak I was 8

In 45 years on Wall Street, I've never seen anything like this. Sam Altman just convinced 3 of the world's smartest investors to fund his losses. $110 billion. But ZERO profit in sight. The largest private funding round in history. Let me explain why this is borderline criminal & what you have to understand as an investor: Amazon. Nvidia. SoftBank. 3 of the world's most sophisticated investors just handed OpenAI $110 billion at an $840 billion valuation. That's more than double the $40 billion OpenAI raised last year. For context: all US venture capital combined invested $170 billion into American startups in all of 2023. Altman just raised 65% of that. Alone. In one round. And the company STILL isn't profitable. Let's look at the actual numbers: OpenAI burned $8 billion in 2025. They project burning $17 billion in 2026. $35 billion in 2027. $47 billion in 2028. Cumulative losses before any projected path to profitability: over $115 billion. Meanwhile, Amazon's $50 billion comes with strings attached. $35 billion is contingent on OpenAI either achieving AGI or completing its IPO by year end. Read that again. $35 billion is conditioned on ACHIEVING AGI. They're literally writing checks against a scientific breakthrough that may not happen on any predictable timeline. This is what peak cycle financing looks like. The circular logic every investor should understand: Amazon invests $50 billion in OpenAI. OpenAI commits to spending $100 billion on Amazon Web Services. Nvidia invests $30 billion. OpenAI commits to buying 3 gigawatts of Nvidia compute. These aren't arms-length investments. They're vendor financing dressed up as venture capital. Amazon and Nvidia are essentially paying OpenAI to buy their own products. The $840 billion valuation prices in a future that doesn't exist yet. At $13 billion in 2025 revenue, that's 65x revenue. Even in 2021 - the most speculative bubble in recent tech history - Snowflake peaked at 50-80x revenue. And Snowflake was actually profitable. J.P. Morgan calculates that the AI industry needs $650 billion in annual revenue just to generate a 10% return on total infrastructure buildout. The entire industry currently generates a fraction of that. I've seen cycles my entire 45-year career. The 1980s defense build-up. The dot-com bubble. The 2008 mortgage machine. The pattern is always the same: When the biggest players start financing each other's growth through circular investment structures, you're not witnessing a revolution... You're watching the LAST PHASE of a credit cycle. Amazon CEO Andy Jassy said OpenAI is going to be "one of the very big winners long term." Maybe. But $840 billion assumes they've already won. Stock prices follow earnings. Always have. Always will. And right now, OpenAI's earnings are deeply, structurally, massively negative. The IPO is coming. The hype will peak. And the question every serious investor needs to answer is simple: At what price does this actually make sense? Sam Altman doesn’t know either - he just keeps raising money faster than he can burn it. This can’t end well.