Earlier quoted context omitted.
The data strongly suggests that AI is dealing with a bad case of a bubble, and it's not that far out there to suggest that the bubble will pop next year. That's not to say that some companies won't come out ahead—there were success stories that came out of the .com bubble too—but I'd give it no more then three years before the bubble bursts and the startup casualties stack up.
The AI bubble as of now is nothing compared to the dotcom bubble. The only real reflection of it is in the nVidia stock price. We're not seeing IPOs of companies making no revenue and being valued in billions. It is all mag 7 capex going into nVidia. Private startups having high valuations is completely irrelevant. VCs getting wiped out is not relevant for the wider economy.
Ask HN: Predictions for 2025?
381–390 of 620 posts
Re: Ask HN: Predictions for 2025?
#382Earlier quoted context omitted.
Indeed someone predicted vision pro will be wildly popular.
Yes. People are not stupid. It's one thing to have a phone in your purse. It's another to have something on your head and eyes, like how is anyone going to agree to that? Sure if it was very cheap you'd find some interested folks.
Re: Ask HN: Predictions for 2025?
#383Re: Ask HN: Predictions for 2025?
#384Earlier quoted context omitted.
> Then Ukraine had very aggressive policies against the people from these territories. Let's call it for what it really was: Ukrainians commited genocide against Poles. https://en.wikipedia.org/wiki/Massacres_of_Poles_in_Volhynia...
Even so I assume the vast majority of Polish people would prefer a border with Ukraine rather than a larger one with Russia... https://en.wikipedia.org/wiki/Katyn_massacre https://en.wikipedia.org/wiki/Soviet_repressions_of_Polish_c... https://en.wikipedia.org/wiki/Population_transfer_in_the_Sov...
Re: Ask HN: Predictions for 2025?
#385Earlier quoted context omitted.
Gold will always retain value. Stocks and crypto can fall to 0. It is the only asset that has retained high value for thousands of years. When the future in uncertain (like start of a war/pandemic), gold is a safe heaven. Stocks and crypto get obliterated in panics.
Isn't the future uncertain since the creation of Bitcoin? I'd like to be obliterated like I've been with BTC going through multiple global crisis :)
> I'd like to be obliterated like I've been with BTC going through multiple global crisis :)
Crashes don't happen in a vacuum. The reason people sell at the bottom is because they believe in the crisis not the recovery.
Re: Ask HN: Predictions for 2025?
#386Re: Ask HN: Predictions for 2025?
#387Re: Ask HN: Predictions for 2025?
#388Re: Ask HN: Predictions for 2025?
#389Earlier quoted context omitted.
> Then Ukraine had very aggressive policies against the people from these territories. Let's call it for what it really was: Ukrainians commited genocide against Poles. https://en.wikipedia.org/wiki/Massacres_of_Poles_in_Volhynia...
Even so I assume the vast majority of Polish people would prefer a border with Ukraine rather than a larger one with Russia... https://en.wikipedia.org/wiki/Katyn_massacre https://en.wikipedia.org/wiki/Soviet_repressions_of_Polish_c... https://en.wikipedia.org/wiki/Population_transfer_in_the_Sov...
Re: Ask HN: Predictions for 2025?
#390Earlier quoted context omitted.
Interest paid on treasury bonds is a policy choice. There is no default risk, and the govt could easily implemnet ZIRP forever and run the economy without monetary policy entirely.
Have fun with turkey like inflation in that case.