It will happen. I was browsing this while logged out and can’t respond to the person I would like to because they’re invisible to me. The thing about bailouts is that they will likely go to the big dogs and not the actual AI companies. Microsoft, Meta, Google, NVIDIA, Amazon… They’ll get bailed out. OpenAI and Anthropic will get consumed/sold off. We’ll likely see a bidding war for their assets because while they are over valued, they are not without value, and since most of us believe all of this is a push is for cloud computing I would bet. The bubble pop will be consolidation and a push for more cloud-based saas infrastructure.

My opinion has been that all this AI bubble noise has basically just been the R&D phase of a larger rollout. I would be concerned with which company ends up with those assets because that will be a big indicator of future plans in the sector.

I can’t.

I believe what I said, but I’m not following the Chinese market in any serious way. One of my comment edits was to disclose that but I choose the more basic statement. I’m fully willing to be wrong when presented with data. I felt that removing my own hedge allowed comments like yours to more directly challenge the statement.

I’m in the middle of studying for a mid term. I don’t want to use the energy to dig into it. I got my stance mostly from articles I’ve read in passing on how they have regulated their AI market to protect workers and manage circular investing. It could easily have been propaganda.

can you clarify what energy the US is exporting?

China has been taking steps to keep it’s AI industry in check. They’ll be fine. Their bubble pop is essentially a market adjustment. We all just get bent out of shape because of how big these numbers have gotten over the last few decades. The important thing is that the Chinese government took steps to protect it’s other sectors which is why we likely saw their bubble pop before ours.