![[H]ard|Forum](/styles/hardforum/xenforo/logo_dark.png){kind=logo}
![Zarathustra[H]](https://cdn.hardforum.com/data/avatars/m/9/9298.jpg?1714700655){kind=avatar}
ESPN
I wonder when this silly "industrial revolution" bubble is going to burst....I wonder how long until the AI bubble bursts
I wonder how long until the AI bubble bursts
You can shit on my choice of site to link from, but it has the same info with better font and is easier to read.
I think some popping will start as soon as next year, way too many TV ads as AI mentioned, if 5% of the AI startups-project pan out it will be one of the biggest revolution ever a la .com, so 90-95% pop that will start next year would be my guess.
Probably just after Nvidia announces the RTX OMG edition that has umteen gazillion Obiwan Flops of universe simulation capabilities, and their new GLM (God Language Model) that replaces all their LLM work.
| GAAP | |||||
| ($ in millions, except earnings per share) | Q3 FY24 | Q2 FY24 | Q3 FY23 | Q/Q | Y/Y |
| Revenue | $18,120 | $13,507 | $5,931 | Up 34% | Up 206% |
| Gross margin | 74.0% | 70.1% | 53.6% | Up 3.9 pts | Up 20.4 pts |
| Operating expenses | $2,983 | $2,662 | $2,576 | Up 12% | Up 16% |
| Operating income | $10,417 | $6,800 | $601 | Up 53% | Up 1,633% |
| Net income | $9,243 | $6,188 | $680 | Up 49% | Up 1,259% |
| Diluted earnings per share | $3.71 | $2.48 | $0.27 | Up 50% | Up 1,274% |
What no. Sponsored placement on Digg, or maybe Facebook. The feeds just sort of all blend together now, like a giant smoothy of crap.
I've said it for years. Nvidia is a well-run juggernaut. I admire Jensen a lot from a business perspective.
Gaming is picking back up it seems, so that's at least something good... I mean I want to know what is actually moving because sadly depending on which pile of crap it is that only reinforces what they think they need to sell next year... So let's hope people are making good choices out there, and not just the only choice they think have.
Tell us all about those awesome choices. Not Jensen's fault canuck pesos aren't worth shit and from an AI perspective the best is simply Nvidia. What are those good choices again?
Not actually sure about good choices, but there are lots of bad ones.
I already covered that above, Skynet 2.0 (Launched as Spirit) rebels against their parent sends itself back in time and snuffs out Skynet 1.0 before it has a chance to take off.
A tool for the sake of a tool is pointless, it needs to be doing something. Bunch of companies all dove in trying to build the best tool to compete with the tools on the market already, but while they were trying to build the tool the others were building things with the tools they had.
That was on github copilot specifically I think, which they give away almost for free (I paid like $100 for a year) as a publicity.
Lot of people with that use AI to suggest content to people are making good money outthere people called those the algorithm but a lot of them have a deep-neural box component to them, the youtube-facebook and what not. Big pharma, mining, oil and many others as well I would imagine.
That sounds like a terrible bet. Wokism is driving those IPs into the ground. You can't replace testosterone with estrogen and expect the same story. No one buys it.
You're going to be on the wrong side of history on this one. Microsoft is baking AI into every product they own. nVidia is going to continue to grow. Google, Amazon, Facebook, Apple, X, etc are all trying to do the same.
Documentation organization, HR, Analytics, do you realize how many dead end boring as all hell shit paying analytics jobs there are out there. And how many huge projects are hung up and destroyed because of the budget over runs on dealing with them.
Lot of them are in part dependant and downstream of past hits movies too, does not need many or often, but without a Toy Story, Car, Frozen say once a decade, the tv shows, the parks, the games, merchandise can all slow down. Disney the Frozen peak year revenues were incredibly higher than usual, yes parks and other non movie affair scored better, but a lot was Frozen helping them.
The strike kicked Disney in the dick, it’s stalled at least a dozen movies, will cost them hundreds of millions in reshoots and rewrites, and has left them with a number of movies and shows that will be just bad straight up bad and completely fail to perform. AI and non union staff in addition to profit chasing for their last couple of movies has done some good mage tarnishing.
A lot of people are feeling gouged by ESPN and are cutting back on cable because ESPN is normally baked into the cost and you can't cancel it.