this post was submitted on 17 Nov 2025
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598
Peter Thiel dumps entire Nvidia stake, slashes Tesla holdings amid bubble fears (www.investing.com)
submitted 1 day ago by return2ozma@lemmy.world to c/technology@lemmy.world
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[–] incompetent@programming.dev 1 points 21 hours ago (1 children)

with all the fake money going around in circles (assuming those diagrams are correct, which I assume they are)

I'm not familiar with those. Do you have one handy or maybe some keywords so I can look it up?

[–] dogs0n@sh.itjust.works 6 points 20 hours ago* (last edited 20 hours ago) (2 children)

Think this one was the one going around

collapsed inline media

Not sure what you can lookup, probably stuff like "AI investment bubble"

This is probably a good resource (haven't read it) https://en.wikipedia.org/wiki/AI_bubble (specifically look under Speculation > Circular Financing, soz dunno how to link to a header)

I don't have a source and this might be old news, but a lot of the big deals right now are just "promises" to invest I think (money, etc not exchanged hands yet)

[–] incompetent@programming.dev 2 points 19 hours ago (1 children)

I really appreciate the info. Yikes! This isn't looking good.

[–] Jhex@lemmy.world 2 points 18 hours ago

The worst part is not JUST the circular investment making up basically all the new investment in the last few months... but the fact they are all based in impossible-to-deliver metrics.

So it is literally not a matter of "if" the bubble pops, it's a matter of when the market speculators will no longer be able to hide it

[–] sugar_in_your_tea@sh.itjust.works 1 points 12 hours ago

All that shows is who the business partners are. Nvidia sells GPUs, AI companies buy GPUs, and companies buy products from AI companies. For example, Microsoft's Copilot is based on OpenAI's models. End customers buy products from companies that either do AI themselves or buy products from AI companies.

All you're seeing here is how markets work. If it's a bubble, it'll likely impact those in the picture, but it's not a bubble because of the picture.