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.

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 4 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.

1attice•38 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.

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