Ask HN: Let's all sell our AI stocks, short Nvidia and pop the AI bubble

rroschdal about 4 hours ago 21 comments

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Humans are better than AI.

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Discussion (21 Comments)Read Original on HackerNews

FergusArgyll•about 3 hours ago

At least AI is not depressed all the time and trying to make everyone lose their money

JoshTriplett•about 4 hours ago

Standing reminder: The market can remain irrational longer than you can remain solvent.

roschdal•about 4 hours ago

My intuition tells me I am right about this one.

bigyabai•about 3 hours ago

Your intuition has been telling you this same thing for years, now:

https://news.ycombinator.com/item?id=45530497

https://news.ycombinator.com/item?id=44203174

https://news.ycombinator.com/item?id=41093016

If you shorted Nvidia back when you started complaining, you would not be any richer or better-off today. I'm not an AI maxi, but you've let your own emotions poison your understanding of the AI market segment.

tanseydavid•about 3 hours ago

Another standing reminder:

LONG position: potential losses (FIXED), potential gains (INFINITE)

SHORT position: potential losses (INFINITE), potential gains (FIXED)

toomuchtodo•about 3 hours ago

Grab a coffee with Leopold Aschenbrenner, ask how their experience with intuition went. You must be right, on time, and with sufficient capital behind you to win.

lesuorac•about 3 hours ago

Arguable he had all 3. He was right about the market going up for AI, he was right about the years, and he had double-digit billions behind him.

It's just there's no sufficient capital when you decide to re-leverage to 4x every time you can.

1attice•36 minutes ago

AI is a generational attack on working people everywhere by the capitalized class.

It has earned our animosity, especially if the attack looks like it will actually go through.

And, ironically, I don't think the capitalized even understand that they are building a giant guillotine for themselves, as if the buildout billions are well-spent, there would necessarily be a communist revolution, and it would be bloody. No one eats safely around the starving.

Without a horse in this race, I'm fascinated to see which the market chooses: machine-god + self-annihilation, or humiliation + bankruptcy.

Either way, there is nothing like the present configuration on the other side. Its a political, not technological, singularity.

bigyabai•about 4 hours ago

Shorting Nvidia this late into the game would just reward the people going long on the stock, perpetuating the bubble with your own hubris.

roschdal•about 3 hours ago

Nvidia P/E ratio 34.47. should be 10.

bigyabai•about 3 hours ago

It can get even higher.

roschdal•about 3 hours ago

I can remain irrational far longer than AI stocks can pollute nature, pillage earth and cause drought and heat related fires.

Today is the Terminator AI moment.

dmvjs•about 2 hours ago

you first

roschdal•about 2 hours ago

the AI emperor is naked.

dieselgate•about 4 hours ago

> Humans are better than AI. Sure.

> sell our AI stocks... and pop the AI bubble

Not sure it works that way, unfortunately. e.g. index funds

__patchbit__•about 4 hours ago

Routes. Resources. AI. Accelerated Infrastructure. What is there to not like?

roschdal•about 4 hours ago

I don't like the AI datacenters, Sam Altman and Claude slop.

VirusNewbie•about 2 hours ago

why do you like normal data centers but not "AI data centers"? What do you think the difference is? When does a normal data center turn into an AI data center?

roschdal•about 2 hours ago

See butlerian jihad:

https://dune.fandom.com/wiki/Butlerian_Jihad