- 10 days
Hahahahahaha FUCK YOU ORACLE!
sorry, needed to get that out of my system
- Photonic@lemmy.worldEnglish10 days
Don’t forget SpaceX. I’d say $123 down from the peak of $211 is a pretty dramatic plunge
- Blue_Morpho@lemmy.worldEnglish10 days
The weird one with IBM is that their stock dropped after they announced they didn’t jump on the AI hype train.
- wewbull@feddit.ukEnglish10 days
I’d heard it was more that they said the AI business had taken the oxygen out of the room for them. Software was getting ignored. I think everyone knew IBM wasn’t an AI player, but them saying AI had a knock on effect for them scared some.
It’s since recovered, but it was one hell of a reaction.
- phutatorius@lemmy.zipEnglish8 days
I think everyone knew IBM wasn’t an AI player,
They’re not a software player anymore either.
- wewbull@feddit.ukEnglish10 days
Yeah, they bounced and flattened out to where they were before. I think it just shows that the markets are on a hair trigger right now.
- phutatorius@lemmy.zipEnglish8 days
Too much hot money in the market whose owners don’t know where to invest it.
- Ardyssian@sh.itjust.worksEnglish10 days
Good.
Growth should be steady and sustainable, not frontloaded
- zurohki@aussie.zoneEnglish10 days
We need to be hearing AI customers saying “This is so great, we’re going to double our AI spend next year!”
We’re actually hearing “What’s the ROI on this? We’re looking to cut back.”
That’s just not consistent with the exponential growth OpenAI and Anthropic need to survive.
- Grandwolf319@sh.itjust.worksEnglish10 days
That’s just not consistent with the exponential growth OpenAI and Anthropic need to survive.
I honestly can’t think of a worse business model than needing exponential growth just to survive.
- phutatorius@lemmy.zipEnglish8 days
I honestly can’t think of a worse business model than needing exponential growth just to survive.
That’s capitalism.
- 11 days
The hype was to rug pull some IPOs, worked at least once with Spacex
