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Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

economist.com

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Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#601

Post by mgh2 »

adammarples wrote: post #594
mgh2 wrote: post #572

Earlier quoted context omitted.

The crypto market is 2.5T, essentially money parked in nonproductive assets. A simple public awakening and reallocation will suffice.

This kind of doesn't make sense. You don't park "money" "in" crypto. Crypto sits there, with its value set at the last sale price. There's nothing to stop the next sale price taking its value to zero without anything happening to real money other than some of it changing hands. It's not like crypto holders can sell $2.5T of crypto and plough it into equities, for a start some other investor will have to buy it from t…

Explain to me how crashes work then, isn't it when there is an inconsistency on supply vs. demand?

It just takes a narrative shift to tumble it - ex: quantum to break crypto security.

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#602

Post by pbhjpbhj »

Ray20 wrote: post #563
moffkalast wrote: post #460

Earlier quoted context omitted.

The reason they're doing that is because traditional European ponzi scheme pension systems don't work with shrinking populations, so actually we're working till we die in either case unless automation taxes pay for it.

> unless automation taxes pay for it But this doesn't solve the problem in any way; it simply leads to production drop. I mean, this is literally the logic of every communist government in the 20th century. They had the same logic that "given the mechanization of agriculture, food practically produces itself; you just need to throw a seed in the ground and give it a couple of tractor rides, and the earth will do the…

Do you think perhaps the totalitarian dictatorships perverted the communist aims of the proles perhaps just a little bit?

It's absolutely correct that we can easily feed, clothe, house everyone. We can even give everyone comforts. It's mostly greed that prevents it. Greed that capitalism spends $trillions cultivating by brain-washing us all to want more and never be satisfied.

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#603

Post by fsuts »

ashdksnndck wrote: post #484
hliyan wrote: post #471

Earlier quoted context omitted.

I've been told the following (obviously negative) narrative. Can someone verify/refute some of these? I've put (?) next to questionable claims. 1. Twitter is purchased with debt 2. Debt is transferred to xAI via acquisition of X/Twitter 3. Debt is further transferred to SpaceX via acquisition of xAI 4. SpaceX IPO offered at extreme valuation 5. Index fund inclusion rules waived for SpaceX IPO: profitability requireme…

The twitter debt is a negligible portion of the money at stake here. It’s a footnote compared to the trillions of dollars in wealth that are moving around. We are only talking about it because the internet commentariat has special interest in twitter. Not worth wasting time thinking about it if you are deciding how to allocate your portfolio. Nevertheless it is part of a pattern of weird deals in Elon’s companies. He…

Twitter was 40 billion ish overpriced purchase and SpaceX is seeking to raise 75billion

Let’s not make billions into a footnote?

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#604

Post by killbot5000 »

Npovview wrote: post #474
hliyan wrote: post #471

Earlier quoted context omitted.

I've been told the following (obviously negative) narrative. Can someone verify/refute some of these? I've put (?) next to questionable claims. 1. Twitter is purchased with debt 2. Debt is transferred to xAI via acquisition of X/Twitter 3. Debt is further transferred to SpaceX via acquisition of xAI 4. SpaceX IPO offered at extreme valuation 5. Index fund inclusion rules waived for SpaceX IPO: profitability requireme…

We Uncovered a Hidden Wealth Transfer in the SpaceX IPO. You're Holding the Bag. https://youtu.be/sYA-z0Y8WRQ There is video explaining the process

I’ve always suspected the “index funds are the safest investment” system is ripe for exploitation.

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#605

Post by arrty88 »

pryce wrote: post #355
augstein wrote: post #105

For 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…

This should be a 5 alarm fire. It reminds me of nothing more than organized crime rackets that targeted control of union retirement funds

Should one sell their 401ks ahead of the forced buying

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#607

Post by adamors »

AJRF wrote: post #514

If I buy the SpaceX stock it's 100% certain to go down. If I don't buy it it will rocket to the moon. Is there some sort of way I can positively monetise this?

Well since SpaceX will be included in the SP500 and Nasdaq100 you'll buy it even if you don't want it.

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#608

Post by davemp »

tristanj wrote: post #545
zwarag wrote: post #429

Earlier quoted context omitted.

I have yet to see an application outside of harnesses and LLMs itself where adaptation has happened on a larger scale. Devs are fine with babysitting their LLMs. People like to use LLMs to improve their mails and so on. But outside of that, the adaptation is not there yet. Don't get me wrong. I love LLMs and use them myself. But the biggest gain for me is easier context switch and text manipulation. It's not the: rep…

One third of all software code is written by AI. At the frontier AI labs it's 80%+. It has completely upended the software industry. How is that not a massive adaption?

> One third of all software code is written by AI.

I find it interesting that using lines of code as a metric is making a comeback.

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#609

Post by romanovcode »

rvba wrote: post #531
romanovcode wrote: post #473

Earlier quoted context omitted.

The gamble is that you either succeed or fail. If you try nothing you'll work until you die regardless. Current system: Work until you die. New system collapses: Work until you die. New system lucks out: Probably get returns (pension).

I doubt that a FAANG programmer from hacker news has to work till they die. You are doing something wrong. Current system isnt great but works. Just fear uncertainity doubt here.

[flagged]

Re: Can the stockmarket swallow Anthropic, SpaceX and OpenAI?

#610

Post by lionkor »

sarchertech wrote: post #107
JumpCrisscross wrote: post #88

Earlier quoted context omitted.

> it treats Social Security and Medicare/aid as a liability instead of the service that they are It's a liability because the U.S. has promised to pay it. We haven't committed to a level of military spending backed by our full faith and credit. EDIT: Never mind! Apparently we can just cut social security payments.

The NATO treaty says that we have to maintain our ability to resist armed attack, so there is some minimum. And we’ve made public commitments to spend at least 2% of GDP (though that isn’t part of the treaty).

Surely NATO has enough competent people to know that the biggest and only threat remains the USA and pretty much any othed conflict is a direct result of provocation or invasion by the US, right? Or do we all watch Jarhead 2-5 on repeat until all we can say is OORAH
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