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anthonybourdain

0 karma · joined September 7, 2026

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anthonybourdain··on Who Should Buy Snap Inc?
Yes this is very good.
anthonybourdain··on Nvidia is the central bank of AI
Okay, but at some point these investments need to start turning profits; the financing NVDA has arranged is temporary, and private credit needs returns at some point. The overinvestment in AI will lead to a downturn in the capital cycle.
anthonybourdain··on If a Tesla Cybercab fleet were profitable, Tesla wouldn't sell you one
The idea that you buy a cycbercab to make money for yourself seems like a side benefit. Why should anyone own cars anymore anyway? We will all just use Uber; Tesla and Waymo need Uber; they both benefit.