NVIDIA frenemy relation with OpenAI and Oracle
philippeoger.com
NVIDIA frenemy relation with OpenAI and Oracle
1–10 of 180 posts
Re: NVIDIA frenemy relation with OpenAI and Oracle
#2I appreciate the disclosures about Gemeni and Nano Banana, but does that start to feel a little like a conflict of interest or something similar in an article discussing their competition?
Re: NVIDIA frenemy relation with OpenAI and Oracle
#3The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data.
Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#4The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
>> If you invest 20 billion and you get back 20 billion
Its about keeping Wall Street bubble momentum, not financials.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#5The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
It's certainly a problem when circular investment structures are used to get around legal limits on the amount of leverage or fractional reserve, or to dodge taxes from bringing offshore funds onshore.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#6The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
if you invest 20 and get 20 then you got 0% profit
Re: NVIDIA frenemy relation with OpenAI and Oracle
#7Its so wild to me that people that should know better pretend that this kind of stuff doesn't happen in every industry.
Re: NVIDIA frenemy relation with OpenAI and Oracle
#8The critiques of 'circular funding' don't really make sense to me. If you invest 20 billion and you get back 20 billion, your profit is the same. Sure your revenues look higher but investors have access to all that information and should be taking that into account, just like all the other financial data. Michael Burry is betting against AI growth translating into real profits as a whole, not the circular funding.
>> If you invest 20 billion and you get back 20 billion Its about keeping Wall Street bubble momentum, not financials.
Isn't that the entire stock market for the last 20 years?
Re: NVIDIA frenemy relation with OpenAI and Oracle
#9Isn't news of Bury or Pelosi, or anyone else's investments usually 3 months old?
Re: NVIDIA frenemy relation with OpenAI and Oracle
#10Its so wild to me that people that should know better pretend that this kind of stuff doesn't happen in every industry.
At this scale? Why don't you give some examples.