Money Talks Bullshit Walks Especially in AI
Alright listen up. These tech guys the big boys they're going all in on this AI thing. Like I always said you gotta make the money first. But these guys are spending it before they even got it all. They're talking about dropping close to $700 billion this year just to keep up with the AI craze. It's like they're all trying to be the next Montana except instead of pushing product they're pushing pixels. You follow me?
Borrowing Big: Is This the American Dream or a Nightmare?
So how are these boys paying for all this fancy AI stuff? They're borrowing see? Big time. Oracle Alphabet they're selling bonds like they're selling... well I ain't gonna say it. Let's just say they're selling a lot of debt. They're hoping this AI gamble pays off or else they're gonna be singing a different tune. And what happens when Goldman Sachs Unleashes AI Agents No Human Safe and starts using them against the big guys eh? You can check out this article Goldman Sachs Unleashes AI Agents No Human Safe if you don't believe me. Remember what I said "I always tell the truth even when I lie."
The AI Bubble: Is It Gonna Pop?
Now some people the smart guys they're worried. They're saying this whole AI thing is a bubble. Like those dot com days you know? They think if these AI companies don't make the money the whole thing is gonna come crashing down. And who's gonna get hurt? Everyone that's who. Just like in my business when things go south everyone pays the price.
Wall Street's Watching: Waiting for the Next Big Score
Wall Street's loving this debt party. They're making money hand over fist. But they're also waiting for the next big IPO the next big payday. They're hoping SpaceX or OpenAI will finally go public so they can cash in. But those guys they're playing it cool. They know the value they know they're gonna cash in when it is the best time. So the suits are just sitting on their hands waiting for the green light.
Concentration Risk: Too Much Tech in One Basket?
Here's the thing. All this debt is coming from a small group of companies the tech giants. So if something goes wrong with one of them it could bring the whole market down. It's like putting all your eggs in one basket only the basket's made of AI and debt. Smart? Maybe. Risky? Definitely. But like I always said "You need people like me so you can point your fingers and say 'That's the bad guy.'"
Higher Costs Coming: The Price of Innovation?
So what does all this mean? It means borrowing is gonna get more expensive for everyone. The tech companies are soaking up all the cheap debt which means other companies like carmakers and banks are gonna have to pay more. It's the price of progress I guess. But remember what I always said "Every day above ground is a good day."
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