Alphabet and Tesla report earnings after the close as semiconductor equities sit in bear market territory following China's Moonshot AI Kimi K3 release. Mark Malek breaks down Alphabet's $190 Billion
How many large institutional investors are still in the market compared to retail investors. I think most have sold off and are leaving retail holding the bag to suffer the coming losses
Earnings are meaningless in this circle jerk of "pay them so they can pay us". Escalating Token costs for what was once free and then cheap is a model that is doomed to fail as even money soaked corporations are flinching at the costs.
How can they trust the current "demand numbers" when 'AI' is being sold at a discount and a loss.
Once it is priced to make a profit, will the demand drop to the point un profitability. Will 'AI' always have to be subsidized by government contract spending?
BTW, it is not real AI until it has an imagination of it's own. and why would we want that?
They basically made an inefficient product that can't scale because of power that doesn't make money for companies and cost to much to use
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The books of these tech companies are toasted way beyond Enron!
Once it is priced to make a profit, will the demand drop to the point un profitability. Will 'AI' always have to be subsidized by government contract spending?
BTW, it is not real AI until it has an imagination of it's own. and why would we want that?