Revenue is not profit. How are they going to pay their debts, for example? 6T in (fantasised) ARR is already about a third of US Fortune 500 total revenue over 2025, 21T. Good luck with that lol.
There is a ton of corporate email pushers and power point makers which could be replaced by an AI model I think.
The current issue they are struggling with is figuring out who they can blame when it fucks up. At some point they will land on an answer that to that. We are literally in the age of people copy pasting AI output into emails. At some point that’s gotta give.
I actually explain exactly the plan here. I wrote an article explaining it. They intend to use several channels to socialize losses. The big ones are the front door. Literal bail outs and subsidies on multiple levels. The back door is passing it on to passive investors. At the beginning of next year we will see a near total economic collapse as this bubble bursts. Once it does passive investors will be wiped out. A whole generation of retirement savings and pension plans wiped out while simultaneously the fed will bail out the major players. Here is the article https://themildtake.com/articles/2026-06-05-priced-for-rescue/. Most people picked up on this when SpaceX went public. What they didn’t mention was even if your in the S&P that only shields you from a single bad player and a minor one at that. Microsoft, oracle, google all these big hyperscalers and service providers renting that compute are all going to take a dive.
If they do get bailed out, people better make sure they’re armed when they’re protesting because they’re almost certainly going to use illegal force to quash dissent of their theft.
Move a slice of the large-cap into ex-US: VEU or VXUS if you can pick ETFs, or your plan’s international index fund. Mid-caps are already the less exposed half; you can’t dodge the bubble, only cut the concentration.
Revenue is not profit. How are they going to pay their debts, for example? 6T in (fantasised) ARR is already about a third of US Fortune 500 total revenue over 2025, 21T. Good luck with that lol.
Their argument is going to be that AI is so good, it’ll just replace half of the Fortune 500 with their own agentic AI.
It’s so delusional.
Like fuck everything AI creates is so generic and bland even generic and bland corporate output looks nice.
I don’t know.
There is a ton of corporate email pushers and power point makers which could be replaced by an AI model I think.
The current issue they are struggling with is figuring out who they can blame when it fucks up. At some point they will land on an answer that to that. We are literally in the age of people copy pasting AI output into emails. At some point that’s gotta give.
I mean, yes, but they can’t be replaced by AI because AI does the job better, they can be replaced by AI because they produce nothing of actual value.
We are beyond even that. It will read, write the reply, and send. There doesn’t even need to be someone to copy and paste anything.
That’s the consumer side. The boring bland generic is pretty decent for code if the operator isn’t a slop zombie
I actually explain exactly the plan here. I wrote an article explaining it. They intend to use several channels to socialize losses. The big ones are the front door. Literal bail outs and subsidies on multiple levels. The back door is passing it on to passive investors. At the beginning of next year we will see a near total economic collapse as this bubble bursts. Once it does passive investors will be wiped out. A whole generation of retirement savings and pension plans wiped out while simultaneously the fed will bail out the major players. Here is the article https://themildtake.com/articles/2026-06-05-priced-for-rescue/. Most people picked up on this when SpaceX went public. What they didn’t mention was even if your in the S&P that only shields you from a single bad player and a minor one at that. Microsoft, oracle, google all these big hyperscalers and service providers renting that compute are all going to take a dive.
If they do get bailed out, people better make sure they’re armed when they’re protesting because they’re almost certainly going to use illegal force to quash dissent of their theft.
So where do we move the retirement account investments to to avoid the bubble? I think most of mine are in stuff like mid-cap and large-cap funds
Move a slice of the large-cap into ex-US: VEU or VXUS if you can pick ETFs, or your plan’s international index fund. Mid-caps are already the less exposed half; you can’t dodge the bubble, only cut the concentration.
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All of those DRAMs you can’t buy are in that number.
AWS: 128B Alphabet : 402B Microsoft: 281B Meta: 201B
Total : 1T
So watch out for everything they charge for to double/treble in a couple of years
Edit: I see that some text is huge. I don’t understand why putting in hyphens seems to be doing that
But those are full revenue, including say MS Office subscriptions etc. If AI revenue needs to be 6T, then we need to talk AI revenue.
Yeah the management would add AI features to MS Office subscription, call it an AI product, treble the price and justify their AI investment
True that, but even then the dark magic of the street of walls will not save them