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I like GN and Steve a lot and think they are ridiculously good at tech/data-based as well as consumer rights activism.
This… it is a fun video (if you like Steve) but he and his team are not qualified to talk about this topic. It is the same obnoxious youtuber “I am going to make forty jokes per minute and say every single quote in a nasty voice to show how bad they are”. Which, again, is fun but doesn’t convey much useful information and mostly just serves to spread “vibes based” news and borderline misinformation.
Most of the stuff on GNCA is pretty good and this kind of coverage is great for a quick blurb during the news show. But 27 minutes that doesn’t convey much (meaningful) information beyond a tweet… yeah.
The investors are betting that AI-based cost cuts will significantly boost EA’s profits in the coming years, people involved in the transition told the Financial Times
As an engineer who uses AI regularly, have built models, and knows the subject deeply - LOL. This is huge Bro energy with little understanding of AI and they are fully on the hype train.
I wish it was easier to predict when the AI bubble is going to pop. There’s likely lots of money to be made shorting them, but it’s not something small investors can do easily - and there’s a real possibility some thousands of investors instead pull harder on the copiumand just lie to themselves for the next decade that “it’s almost there bro, we just need another lake for cooling our doubled power output”
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I like GN and Steve a lot and think they are ridiculously good at tech/data-based as well as consumer rights activism.
This… it is a fun video (if you like Steve) but he and his team are not qualified to talk about this topic. It is the same obnoxious youtuber “I am going to make forty jokes per minute and say every single quote in a nasty voice to show how bad they are”. Which, again, is fun but doesn’t convey much useful information and mostly just serves to spread “vibes based” news and borderline misinformation.
Most of the stuff on GNCA is pretty good and this kind of coverage is great for a quick blurb during the news show. But 27 minutes that doesn’t convey much (meaningful) information beyond a tweet… yeah.
Steve is a master at writing a script with so many words that says very little. I like a lot of the content but I gotta take it in small bursts.
As an engineer who uses AI regularly, have built models, and knows the subject deeply - LOL. This is huge Bro energy with little understanding of AI and they are fully on the hype train.
I did a long comment on my experience working for private equity, and just love how it’s going to destroy EA: https://poptalk.scrubbles.tech/comment/5086464
Aparently one of the companies that made the purchase is owned by Jared Kushner. You’re probably spot on with that assessment
I wish it was easier to predict when the AI bubble is going to pop. There’s likely lots of money to be made shorting them, but it’s not something small investors can do easily - and there’s a real possibility some thousands of investors instead pull harder on the copiumand just lie to themselves for the next decade that “it’s almost there bro, we just need another lake for cooling our doubled power output”
This one was an informative and fun watch lol