this post was submitted on 02 Oct 2025
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AI bubble will pop by 2030. (I fucking hope.)
Sooner.
None of these AI applications are making money and unlike earlier IT companies (Amazon, Google search, social media site, etc ), the marginal cost of each additional user isn't near zero.
They are having to invest hundreds of billions to cope with demand for applications which lose money on each use.
It's a $50 billion dollar industry priced as a trillion dollar industry.
I'm with you. I think the markets are going to be demanding results very soon now. When they do...Nvidia, Meta, Google, X, Microsoft stock prices are all going to go into free-fall.