That’s not a business model, it’s a pipe dream.
This bubble will be burst by the Trump tariffs and the end of the zirp era. When inflation and a recession hit together hope and dream business models and valuations no longer work.
This bubble will be burst by the Trump tariffs and the end of the zirp era. When inflation and a recession hit together hope and dream business models and valuations no longer work.
> NVDA will crash when the AI bubble implodes, > making money, nor will they > They have already hit limiting returns in LLM improvements after staggering investments > and it is clear are nowhere near general intelligence.
These are all assumptions and opinions, and have nothing to do with whether or not they have a business model. You mightn't like their business model, but they do have one.
These are of course just opinions, I’m not sure we can know facts about such companies except in retrospect.
Now we get to see if Bitcoin’s use value of 0 is really supporting 1.5 trillion market cap and if OpenAI is really worth $300 billion.
I mean softbank just invested in openai, and they’ve never been wrong, right?