AI IPO · Clief Notes

AI IPO

If any of you are following the news... Open AI, Anthropic and SpaceX are going public. This rush to IPO has me downright depressed...

Investors want the return that they aren't getting. Companies are starting to tell their employees to stop using ai to complete tasks as token usage and API costs are going through the roof without the productivity they were sold. They'll need to cut costs in order to incentivize companies to use their models, but in order for investors to get their money costs have to go way up. Data center investment is crazy. I work for a company that supplies electrical/construction supplies and services to build them. Sparks/Reno is exploding with California investment.

Original investors want to get out via actual liquidity supplied by the most unprecedented IPO we've ever seen, otherwise they'll default on years of deals. All the insiders are rushing to the doors while regular people are hoping to get a piece of the pie of these "trillion" dollar companies.. who is going to be left holding the bag if the financial institutions plan on using 401ks and pensions to fund these insane IPO's, and funding the investors ability to cash out?

Are we on the precipice of the largest bubble pop in history?

Sorry for the doom and gloom, I've had the most fun I've ever had building with these tools, but this forum is all things ai, right? I can't help but think our access to these platforms will change drastically very soon; and the bigger picture is much more bleak.

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