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If you have evidence of corruption, present it. Otherwise it's just generic cynicism leading to a thought terminating cliche.
I think deep cynicism is the correct mindset to have in the current financial/political climate.
Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
261–270 of 1001 posts
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#262Earlier quoted context omitted.
Also worth asking what SpaceXLAI's plan is to make money. $22.7T of their $28.5T Total Addressable Market is... Drumroll... Enterprise AI! That's the plan, that's what we are investing in: spacex and Tesla and Twitter are all side shows, to sell AI. That's what everyone's absurdly overpriced forced passive investment is going to. https://bsky.app/profile/segyges.bsky.social/post/3mnan7hr2j... There is nowhere near en…
It's not only Grok, but also the robotics applications.
So... The US GDP in 2024 (the last one I found) was $27.8T...
They are planning to capture 100.7% of it?
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#263Earlier quoted context omitted.
Isn't AI routinely making significant mistakes in analyzing medical imaging?
My understanding is that it’s better than doctors themselves. But it’s probably the same as with autonomous driving: the bar isn’t just “be as good as humans”, it’s “be flawless”.
I’ve seen the same. But I don’t see that as a glowing beacon of progress.
A whole lot of doctors, if not most, didn’t pick their profession out of an interest in medicine…
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#264Earlier quoted context omitted.
You forgot the part where NASDAQ already enacted a rule change that normally prohibits small floats from index inclusion (and thus forced purchase by index funds), which was normally 10% [1]. SpaceX is only floating ~4.3% of their stock and they're triple-weighting it . [1]: https://www.forbes.com/sites/garthfriesen/2026/04/25/spacex-...
Also worth asking what SpaceXLAI's plan is to make money. $22.7T of their $28.5T Total Addressable Market is... Drumroll... Enterprise AI! That's the plan, that's what we are investing in: spacex and Tesla and Twitter are all side shows, to sell AI. That's what everyone's absurdly overpriced forced passive investment is going to. https://bsky.app/profile/segyges.bsky.social/post/3mnan7hr2j... There is nowhere near en…
AI in space, for all that sweet sweet latency.
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#265What a stupid proposition. The capitalisation has already flowed to theses companies through private means.
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#266Earlier quoted context omitted.
Oh, SpaceX already has that covered: thanks to the TX legislature, SpaceX shareholders cannot file shareholder lawsuits, you can only complain to the "Texas Business Court" or get binding arbitration [0]. [0]: https://www.bloomberg.com/opinion/newsletters/2026-05-21/spa...
People can surely sue the index publishers for removing the safeguards, or the index funds to take more risks than they were mandated. When money is lost in the order of billions, someone is getting sued.
Will take 6+ years and lots of fees lost to recover loss. Won't be anywhere close to made whole.
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#267Earlier quoted context omitted.
Isn't AI routinely making significant mistakes in analyzing medical imaging?
My understanding is that it’s better than doctors themselves. But it’s probably the same as with autonomous driving: the bar isn’t just “be as good as humans”, it’s “be flawless”.
It’s actually quite a lot worse than even doctors in training except for highly constrained experimental settings and a few very nice applications that are mostly too tedious/impractical for a human to do or are very basic detection tasks.
I am a radiologist and researcher predominately focused on AI.
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#268Earlier quoted context omitted.
In terms of SpaceX (the space portion of it) they've produced the cheapest way to get any payload into space. If you pay anybody else, you will overpay drastically depending on who you want to take your payload into space. In terms of AI, we've seen even here on HN everything from mathematical problems that remaind unsolved, being solved, mathematical proofs being used to disprove theories, heck we even learned more…
Isn't AI routinely making significant mistakes in analyzing medical imaging?
It’s so good it even sees things that are not there!
Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#269Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
#270For SpaceX (and possible the others): Yes it can, since they changed the rules to force over $30 trillion in passive 401k and retirement money to buy SpaceX at IPO valuations. From https://x.com/Hedgeye/status/2060435253928604065 : "Rule changes for the SpaceX $SPCX IPO: Index providers waived the profitability requirement and cut the seasoning window from 90 days to 5. This forces over $30 trillion in passive 401k a…
If this is a bubble... The pop stage will be devastating...
Listen to the author of “A Brief History of Financial Bubbles” argue why it probably isn’t a bubble:
https://api.substack.com/feed/podcast/260347/s/233172.rss
https://podcasts.apple.com/us/podcast/conversations-with-col...
https://open.spotify.com/show/0Cj2lIpGxkrw1RFVIPTa6a?si=f41c...