Sell the news buy the tech stacks

November is coming and alot of huge changes with it, not all of them good.
Only recently some tech people have finally admitted that AI is a bubble..

Obviously it has nothing to do with what i personally think, a financial bubble is not about selling tulips selling real estate selling gfx cards or selling a dream, it’s about finance actually not being able to loop it up, that is all it is about.
They can’t make money and wont make money out of it, not now not ever, therefore it’s a financial bubble.
The tech itself is not at fault here, i personally love machine vision (It’s all AI to you nowadays) what’s wrong with this are the valuations, like a sillicon valley 20 year old that wants to IPO with a 10B valuation with 3 people-team all of them co-founders they did exactly that, overpromised and somehow overfunded.
The finance bros couldn’t care less about starting to go all in on yet another bubble for probably political reasons along many others.
And.. here we are.. waiting for it to go out with a bang, or.. a miracle..

for now we just hype up between datacenters to build more steam, coincedentally the same steps that the dot com bubble took before bursting, it was never about the companies back then either although they sure leveraged up in FOMO, bubbles are just.. finance.
How many of them have sound margin to skip it through like Amazon is not yet clear, but only cash cows will survive, that’s the big ones that they already for some years now have started laying off people, because unjustified growth wont going to save them anymore.