Brew Markets Does OpenAI’s AMD Deal Signal a Bubble? & Who Is Watching “Prediction Markets”
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Oct 6, 2025 OpenAI's recent equity partnership with AMD raises concerns about a potential AI bubble. A drop in Reddit citations by ChatGPT suggests licensing deals could be making the platform less visible. The intricacies of prediction markets are unpacked, revealing how they gauge odds for events like the looming government shutdown. Daily market highlights include a Tesla teaser video that has set tongues wagging about a new affordable model. Tune in for insights on the shifting landscape of tech and finance!
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AI Deals Create Circular Money Flows
- OpenAI's deal with AMD and prior NVIDIA investments create circular capital flows across big AI players.
- That circularity raises bubble concerns even as analysts downplay near-term revenue dilution for NVIDIA.
Leaders Disagree On An AI Bubble
- Prominent insiders and investors publicly debate whether AI is a bubble, acknowledging short-term hype but long-term value.
- Views range from Sam Altman and Jeff Bezos warning of a bubble to Dan Ives calling it structural change.
Market Reacts Unevenly To AI Chip Deals
- Markets reacted strongly to OpenAI's AMD purchase, lifting AMD while barely moving NVIDIA given NVIDIA's scale.
- Goldman Sachs flagged potential dilution from circular revenue but saw limited risk to NVIDIA's long-term multiple.