Weyland–Yutani

yeah i would be calling it twitter if not for xitter.

That's why though. He's incredibly immature.

muskrat loves his x-rated shit publicly visible to everyone

Itll be nvidia and openai primarily, id have to imagine

Microsoft already had a proven business model and established products and services before the AI boom. If a company goes under it would almost certainly be one focused almost entirely on AI such as Palantir.

Nah, they already converted all their business clients to recurring revenue and are, relatively, not very exposed to the LLM thing. Sure they will have overspent a bit on datacenters and nVidia gear, but they continue to basically have most of global business solidly giving them money continuously to keep Office and Azure.

In terms of longer term tech companies that could be under existential threat, I'd put Supermicro in there. They are a long term fixture in the market that was generally pretty modest and had a bit of a boost from the hyperscalers as 'cloud' took off, but frankly a lot of industry folks were not sure exactly how Supermicro was getting the business results they reported while doing the things they were doing. Then AI bubble pulled them up hard and was a double edged sword as the extra scrutiny seemingly revealed the answer was dubious accounting all along. The finding would have been enough to just destroy their company, except they were 'in' on AI enough to be buoyed above the catastrophe.

A longer stretch, but nVidia might have some struggles. The AI boom has driven their market cap about 5000%. They've largely redefined most of their company to be LLM centric, with other use cases left having to make the most of whatever they do for LLM. How will their stakeholders react to a huge drop from the most important company on earth to a respectable but modest vendor of stuff for graphics? How strong is the appetite for GPU when the visual results aren't really that much more striking than they were 3 generations of hardware back?

I think that might actually send the US into a debt spiral that would require leaning into printing and inflation. Net interest for FY25 is $933 Billion putting servicing debt as the third largest federal expenditure. Any bailout will either be insignificantly small or will tank the dollar.

I'm not saying you're wrong, but it would be an incredibly stupid thing to do.

I'm paying for a search engine "kagi" just because Google search results have more advertising than time square. It kind of sucks since we got used to search for free but at least I can get relevant results rather than advertising when I search.

I don't know how this relates to what I said.

Uh, yes. AI cannot and does not have productive output as its goal, technologically speaking. Therefore, any "convenience" is imagined and projected upon an algorithm of statistically most likely text. It's just a statistician strapped in front of the 1 Million Monkeys thought experiment.

It's quintessentially useless, unless your ultimate goal is text resembling language en masse. But usually, Loren Ipsum is much more energy efficient.

I was wondering about the source for this figure. For the curious, it comes from a private report from an independent consulting firm in the UK called MacroStrategy Partnership. I found this article talking about it, dated 2025-10-3.

True Edit: which government are you talking about with "the government"?

Peddle but yes, they're monsters

See Bill Ackerman and Herbalife.

Federal regulators should have shut that shit down ages ago, but the grifter party loves MLMs (look at how the DeVos family made their money…)

Can investors remain irrational long enough for OpenAI to remain solvent?