Better Offline Monologue: The Updated Pale Horses of the AIpocalypse
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Jul 18, 2025 Dive into the unstable world of AI where optimism reigns supreme but profitability is elusive. Discover how major players are riding on vibes rather than solid foundations, raising alarms about an impending collapse. Explore the financial risks tied to SoftBank’s high-stakes investments, particularly its impact on tech giants like OpenAI. Unpack the looming consequences of these ventures as signs of economic downturn gather strength in this precarious landscape.
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AI Bubble Driven by Vibes
- The AI bubble is largely based on vibes and sentiment rather than tangible growth or profits.
- NVIDIA and the Magnificent Seven's future depends on continued GPU sales, which underpin the AI industry.
AI Revenue Falls Short
- Current AI revenue figures across big companies reveal modest returns relative to hype.
- High valuations rely on imagined future profits rather than existing income streams.
AI Startups Lack Profitability
- Most AI startups make about $100 million annualized revenue or less, which is not impressive.
- Many are unprofitable, with profits rare even among leading AI firms.