insa
11.5K posts
THIS IS HOW AI BUBBLE ENDS.
SpaceX, OpenAI, and Anthropic are all racing to IPO at the same time.
The market needs to come up with $200 BILLION in fresh capital to absorb them.
That money has to come from somewhere.
Large funds will start selling their biggest tech positions to free up cash.
NVIDIA, Microsoft, Google will be the first to get sold.
The problem is, those three names are carrying the entire S&P 500.
When they drop, everything drops.
This exact setup played out during the COVID-era IPO wave.
Rivian, Coinbase, Robinhood all went public at absurd valuations.
When the Fed tightened and liquidity disappeared, every single one crashed over 80%.
AI and tech are already stretched thin.
A $200B capital drain on top of that creates a forced liquidation event.
If you've been following me, you already caught the $16k bottom and the $126k top.
Missed those calls? The next one is coming.
Follow me and turn notifications on.
Nonzee@0xNonceSense
🚨 SOMETHING VERY BAD IS HAPPENING The stock market keeps trying to push higher. 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. The next move won’t wait for you. Follow and turn notifications on.
English
insa retweetledi
◤12.5周年何かが起こるキャンペーン◢
12.5周年まであと4⃣日！
最大10,000円分の #Amazonギフトカード番号 が
125名様に当たる✨️
参加方法
①@Aigis1000をフォロー
②このポストをRP
③画像をタップして結果を確認
Wチャンスキャンペーン開催🎁
詳細はリプライを☑
#千年戦争アイギス
日本語
@SirTD_Comments @ToastyMosty6969 She is the goddess of wisdom, and she obviously didn't give you any blessings.
English
@p4nkotweets Click my exclusive link to win Primogems and many other lucky draw rewards! Invitation code: GBE6171J6N, hoyo.link/2AK6DH46l?m_co…
English
insa retweetledi
◤12.5周年何かが起こるキャンペーン◢
12.5周年まであと6⃣日！
最大10,000円分の #Amazonギフトカード番号 が
125名様に当たる✨️
参加方法
①@Aigis1000をフォロー
②このポストをRP
③画像をタップして結果を確認
Wチャンスキャンペーン開催🎁
詳細はリプライを☑
#千年戦争アイギス
日本語
@SoniaStrummFan @StevenxTCG with how many data leaks there are, are you sure your info aren't leaked already?
English
@StevenxTCG See, I thought it was a great idea at first, then I remembered how many data leaks keep happening with US websites, and now I’m on the fence about it. 😅
English
@KeiriamG38948 @DAKKADAKKA1 Why is a Japanese the most likely suspect and not a Muslin? What logic or reason do you base that on?
English
@DAKKADAKKA1 There’s no evidence to suggest it was Muslim immigrants nor any of the recent fires destroying historic Japanese structures. These temples are made out of wood and could have caught fire because of electrical fires. If foul play, a Japanese is a most likely suspect than a Muslim.
English
>let Muslims into your country
>suddenly thousands old religious structures are being destroyed
Wierd 🤔
🇯🇵 Colonel Otaku Gatekeeper 🇯🇵@politicalawake
🚨 BREAKING NEWS! 🚨 The Reikado Hall In Hiroshima a sacred Buddhist temple which was over 1,200 years old & which survived the atomic bomb has been burned down today. If this continues there will no longer be any Buddhist temples & Shinto Shrines left in Japan.
English
insa retweetledi
◤12.5周年何かが起こるキャンペーン◢
12.5周年まであと8⃣日！
最大10,000円分の #Amazonギフトカード番号 が
125名様に当たる✨️
参加方法
①@Aigis1000をフォロー
②このポストをRP
③画像をタップして結果を確認
Wチャンスキャンペーン開催🎁
詳細はリプライを☑
#千年戦争アイギス
日本語
@mcouture07 @povcops I normally would agree with comply, but that was an unreasonable demand. He wasn't resisting. It is a fucking phone, you don't need to point a gun at someone holding a fucking phone.
English
@RicardoPat0t @OncheonR Asians have a reason to be racist. See video for reference.
English
Black people have the nerve to call Asians racist at the slightest microagression while constantly subjecting Asians to the most dehumanizing threats of raping this boys sister.
And there are black people in this thread trying to minimize this.
wildclip@wildklip
Threatening a boy that they'll rape his sister and making him cry
English
insa retweetledi
◤12.5周年何かが起こるキャンペーン◢
12.5周年まであと🔟日！
最大10,000円分の #Amazonギフトカード番号 が
125名様に当たる✨️
参加方法
①@Aigis1000をフォロー
②このポストをRP
③画像をタップして結果を確認
Wチャンスキャンペーン開催🎁
詳細はリプライを☑
#千年戦争アイギス
日本語
@AI_EmeraldApple how many times did he quit genshin again? how do we take this retard seriously
English
Leftwing Canadian Genshin Impact content creator nukes his YouTube channel, privating all but two videos. This follows an emotional fem-coded crashout rant video where he complained about toxic masculinity, blaming people like Asmongold, Clavicular, and Andrew Tate for men being so mean to feminists.
Predictably, he was mocked and dragged through the coals for his insanely out of touch rant that mocks men's challenges in life. To add insult to injury, Asmongold reacted to his video, leading to the absolute annihilation of every single one of his emotionally charged feminist rants.
It's not the algorithm's fault that no one takes him seriously. It's because no one wants to listen to a male feminist repeating the same tired feminist slogans that everyone has heard for the past three decades.
English
The two Americans arrested in Japan for harassing Punch the Monkey as part of a crypto promotion stunt need to face real jail time on obstruction of business charges.
Japan went FAR too lenient on Somali and this is the consequence. It doesn’t stop until they crack down.
English
Regarding the OpenAI case, the judge & jury never actually ruled on the merits of the case, just on a calendar technicality.
There is no question to anyone following the case in detail that Altman & Brockman did in fact enrich themselves by stealing a charity. The only question is WHEN they did it!
I will be filing an appeal with the Ninth Circuit, because creating a precedent to loot charities is incredibly destructive to charitable giving in America.
OpenAI was founded to benefit all of humanity.
English
insa retweetledi
／
#ガールズクリエイション
アナザーサイド公開記念キャンペーン
＼
#Amazonギフトカード番号 があたるチャンス✨
マネさんのアナザーサイドは必見ですよ！
【応募方法】
① @girlscreationPR をフォロー
② この投稿をリポストする
③ present.social-camp.com/girlscreationP… でX連携して結果をチェック！
応募期間：5/26（火）23:59まで
日本語
Generative AI is not needed. Not for accessibility or any other reason! Stop using disabled people as an excuse to push GenAI! You don't actually care about us. Many disabled people find ways to create art! We don't need to rely on a tool that steals from other creators!!!
English
@lakers7723 @JoelWebbon You third worlders can't function in a society without violence.
English
@JoelWebbon The fact 100s of thousands of white people support chud calling people slurs and chimps is why the country is falling apart if someone walk up to your daughter or mother and call them a bitch and disrespect them you just gonna stand there damn I guess all white yall are pussy
English
Chud's bail is $1,250,000 for shooting a black man who attacked him.
The black man is still alive.
Karmelo Anthony's bail was $250,000 for stabbing Austin Metcalf unprovoked.
Austin is dead and buried.
“Black Privilege” is one of the biggest problems in America.
English