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Pretty Wild: 40% of US GDP Growth this year is from AI
Posted on 10/6/25 at 4:13 pm
Posted on 10/6/25 at 4:13 pm
Loading Twitter/X Embed...
If tweet fails to load, click here. Seems like a big bet by everyone. Maybe so big that it won't be allowed to fail?
May be a better political talk thread but those people scare me
Posted on 10/6/25 at 4:22 pm to BillysIsland
The level of investment in data centers is wild to me. Processing power should keep improving, making every past generation obsolete.
At the same time, the goal of Generative AI should be to use less power each year so we aren't wasting massive amounts of electricity and water. I'm very concerned we're in a massive bubble.
At the same time, the goal of Generative AI should be to use less power each year so we aren't wasting massive amounts of electricity and water. I'm very concerned we're in a massive bubble.
Posted on 10/6/25 at 4:39 pm to MikeyFL
quote:not to be wackjob but it does occur to me that because the current AI backbone does require so much power and water, it will not take long for that same AI to discover that the biggest users of those two finite resources are us LOL. Someone should make a movie about that
At the same time, the goal of Generative AI should be to use less power each year so we aren't wasting massive amounts of electricity and water.
This post was edited on 10/6/25 at 4:40 pm
Posted on 10/6/25 at 4:47 pm to MikeyFL
quote:
Processing power should keep improving, making every past generation obsolete.
Uhm, not exactly how that works….
quote:
use less power each year so we aren't wasting massive amounts of electricity and water.
More processing power increases density of power in the datacenter requiring even more power and cooling…..
quote:
I'm very concerned we're in a massive bubble.
What “bubble?” What are you concerned about that leads YOU to believe this is a bubble….not what some analyst or media tells you?
Posted on 10/6/25 at 4:55 pm to IT_Dawg
I don't think it's a bubble but I read something that we would be in a recession without the AI market. I think it may be a product of bad timing where the AI stuff is covering up significant flaws with the broader economy.
So if AI draws back even a little it could trigger a bigger domino fault and no real fault of the AI industry
So if AI draws back even a little it could trigger a bigger domino fault and no real fault of the AI industry
Posted on 10/6/25 at 5:02 pm to MikeyFL
quote:
The level of investment in data centers is wild to me. Processing power should keep improving, making every past generation obsolete.
Some will lose a shite ton of money, some will make a shite ton of money.
It's the price to play the game, they have to decide if they want to play or not.
Posted on 10/6/25 at 5:05 pm to BillysIsland
quote:well yes that’s the point of the article…if accurate that 80% of GDP is AI, and that obviously correlates to the bear market, then the remaining 20% is lagging. Think of it as market penetration. Were it not for an insane stock market rally (we are at all time highs) bad news and troubling trends would dominate and there’s a lot of both.
I think it may be a product of bad timing where the AI stuff is covering up significant flaws with the broader economy.
Posted on 10/6/25 at 5:13 pm to cgrand
Right so it may not be a bubble in the sense of dot com, but it may be causing an overall economic bubble
And since it is basically our entire economy right now, would the powers that be let it pop or even deflate at this point?
I would assume you want to let it ride until other sectors can turn it around. But I am out over my skis here so just spit balling.
And since it is basically our entire economy right now, would the powers that be let it pop or even deflate at this point?
I would assume you want to let it ride until other sectors can turn it around. But I am out over my skis here so just spit balling.
Posted on 10/6/25 at 5:26 pm to BillysIsland
Two economists are walking through the woods and one of them looks down and says “hey I think that’s a pile of bear shite”
The other economist looks at it and says , “tell you what, I’ll give you 100 bucks if you touch it.”
The other economist thinks it’s a good deal and sticks his hand in it and comes up and gets his 100 bucks then looks at the bill and says to the other economist, “I’ll give you 100 bucks if you touch that pile of bear shite.”
The second economist touches the pile and gets the $100 handed back to him, thinks a minute and says, “you know what? We’re both stuck here in the woods with bear shite on our hands and neither of us is any richer.”
The first economist smiles and says, “I know but we’ve increased the gdp of this forest 200%!”
The other economist looks at it and says , “tell you what, I’ll give you 100 bucks if you touch it.”
The other economist thinks it’s a good deal and sticks his hand in it and comes up and gets his 100 bucks then looks at the bill and says to the other economist, “I’ll give you 100 bucks if you touch that pile of bear shite.”
The second economist touches the pile and gets the $100 handed back to him, thinks a minute and says, “you know what? We’re both stuck here in the woods with bear shite on our hands and neither of us is any richer.”
The first economist smiles and says, “I know but we’ve increased the gdp of this forest 200%!”
Posted on 10/6/25 at 5:31 pm to el Gaucho
Yes
China's GDP has been stagnant for a long time and yet they seem to be doing just fine
China's GDP has been stagnant for a long time and yet they seem to be doing just fine
Posted on 10/6/25 at 5:53 pm to BillysIsland
GDP is fake
Feel like steak and beer is cheap in China no income tax obviously fireworks are legal there the chicks aren’t fat etc
I bet nobody is on depression pills over there
The fake news wouldn’t be telling us China is so bad if it was bad
Feel like steak and beer is cheap in China no income tax obviously fireworks are legal there the chicks aren’t fat etc
I bet nobody is on depression pills over there
The fake news wouldn’t be telling us China is so bad if it was bad
Posted on 10/6/25 at 6:08 pm to MikeyFL
Reminder that vast amount of internet infrastructure was installed in late 1990s that wasn't needed. It's a bubble baby....
Posted on 10/6/25 at 7:14 pm to BillysIsland
quote:
And since it is basically our entire economy right now, would the powers that be let it pop or even deflate at this point?
It’s not even remotely close to being our entire economy
Posted on 10/6/25 at 7:24 pm to wutangfinancial
America doesn’t have an economy everyone just middlemans chinese crap onto each other
Posted on 10/6/25 at 7:32 pm to el Gaucho
Hey now, don’t sell America short, we middleman chat gpt wrappers too.
Which are just NVDA wrappers
Which are just TSM wrappers….
…shite
Which are just NVDA wrappers
Which are just TSM wrappers….
…shite
Posted on 10/7/25 at 4:41 pm to BillysIsland
The race is to a future-predictive capable AI - that much is clear.
It’s terrifying to think about.
It’s terrifying to think about.
Posted on 10/7/25 at 5:41 pm to Warfox
quote:there are already AI powered investment- predicting models they are all over now. Complete with charts. And a tiny disclaimer down at the bottom that it's AI content. Next will be that kind of content embedded in the AI search result content at the top of google and people won't read any further. Search any $TICKER and get a full suite of AI analysis.
The race is to a future-predictive capable AI - that much is clear
Let those bots interact with people and track engagements of their content with subsequent online investment activity, and you've got an oracle. They dont have to predict the future just predict human behavior
Posted on 10/8/25 at 7:15 am to cgrand
quote:
it will not take long for that same AI to discover that the biggest users of those two finite resources are us LOL.
The big gamble here is that "Superintelligence" is the breakthrough needed to get to fusion (nearly infinite, impossibly cheap energy). With that, power is solved, virtually overnight, and with effectively unlimited power, you can also just make water out of thin air.
Also, presumably efficiency improvements will come rapidly, should such a milestone be reached.
Posted on 10/8/25 at 9:37 am to Ace Midnight
quote:
The big gamble here is that "Superintelligence" is the breakthrough needed to get to fusion (nearly infinite, impossibly cheap energy). With that, power is solved, virtually overnight, and with effectively unlimited power, you can also just make water out of thin air.
Also, presumably efficiency improvements will come rapidly, should such a milestone be reached.
When mankind split the atom, mankind developed nuclear weapons.
No putting that genie back in the bottle when the next breakthrough hits physics...
Posted on 10/8/25 at 9:42 am to BillysIsland
I know I don’t post on this board much, if ever, and not sure if this has been discussed, but how does the current market supported by these companies (~30-40% S&P 500) correlate with the Nifty 50 of the ‘72-76 crash?
This may be a comment for a different thread.
This may be a comment for a different thread.
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