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$300 Billion of Fake AI Money and the Oracle OpenAI Bubble
Manage episode 506501750 series 2875588
Skippy trades value stocks for $180 flannels and Burning Man invites — which can only mean one thing: we’re officially in fantasy land. The AI hype train hit a new gear as OpenAI agreed to spend $300B (of money it doesn’t have) with Oracle (for compute that doesn’t exist). Naturally, Oracle stock popped $250B in market cap. We break down why this deal is built on hope and hype, and why it might be the clearest sign yet of an AI bubble. The episode wraps with listener mail that covers whether AI productivity is real, and what tools newer investors should use.
Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].
247 حلقات
Manage episode 506501750 series 2875588
Skippy trades value stocks for $180 flannels and Burning Man invites — which can only mean one thing: we’re officially in fantasy land. The AI hype train hit a new gear as OpenAI agreed to spend $300B (of money it doesn’t have) with Oracle (for compute that doesn’t exist). Naturally, Oracle stock popped $250B in market cap. We break down why this deal is built on hope and hype, and why it might be the clearest sign yet of an AI bubble. The episode wraps with listener mail that covers whether AI productivity is real, and what tools newer investors should use.
Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to [email protected].
247 حلقات
Semua episode
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