The businesses they acquire are ones whose revenue has not appreciably grown in many years. They are being sold because the prior owner does not believe they can improve the business any more.
Any profit bending spoons earns they can run off and invest in another business if they like. They don't bother investing in the businesses they purchase because they believe, like the previous owner believed, that there is no more juice to squeeze from that particular lemon.
>Any profit bending spoons earns they can run off and invest in another business if they like
And the ones who helped make Vimeo what it is? left out in the cold to fend for themselves.
This is why loyalty is dead. Maybe if this billion dollar aquisition benefitted the workers there'd be less hard feelings, but that's not how capitalism works.
My working theory is that the ai bubble is caused by trump. People are too uncertain to want to invest in most industries, but they have to put their money somewhere, so they put it in ai stocks. Since the supreme court is likely to rule trump's tariffs illegal in a week or so, this may lead to a stock market crash. As people reallocate their portfolios, they will sell their ai stocks, which will pop the bubble and cause a crash. Something to watch out for.
Remember the first time you wanted to buy a stock.
You used a product or a service that you liked immensely, realized it had a stock and wanted to be involved.
1 billion people are using AI, not dramatically changing their lives yet of course but for sure they go 'wow incredible I want to be part of this' when they make a video with Sora or generate a pamphlet without having to work
That's not why I bought stocks for the first time. I had extra money and wanted it to grow rather than sit around. I think the same is true of the majority of people.
I don't think we're disagreeing with each other in that we both think that ai will continue to be a successful industry, and furthermore that we both think that investors think the same. I'm simply hypothesizing an origin for the widely acknowledged bubble in ai stocks.
Nor would it have much impact. Retail investors are a tiny part of the market. Sure, we all have 401Ks and IRAs, but are we collectively trading GOOG and MSFT? No. The people managing funds that go into those 401Ks are trading those stocks, but individually we aren't (generally speaking, of course).
Valid theory, and if you look at the prices of assets like gold, the reallocation is already happening. But I feel a near-term crash in AI stocks is just not coming unless we are headed towards catastrophic economic conditions. Lots of market forces are involved in AI now and even people selling stocks (or a major correction) will not pop the AI bubble since the major players have invested way too much cash to just let it go away at this point. (IMO)
You can for the most part evaluate intent based on actions. There are some actions which can have multiple possible intents behind them, where things get trickier. But in most situations, there is one primary consequence of something, and the action needs to be taken with deliberation, hence you can state with high certainty what the intention was, based purely on what was done. Consversely, if a person has complete freedom to complete some action, but chooses not to, then we can say their intention wasn't to do that thing.
For the most part, you aren't meaningfully paying for content when you use streaming services. This has the effect of making it not cost effective to produce good content you enjoy, while still costing you money to pay for the services, most of that money being funneled towards slop and execs. The ecosystem as a whole would benefit if you set aside the money you would ordinarily pay for streaming, and instead spent it on choice works you appreciate, while downloading whatever you like.
For movies specifically, you should consider paying substantially more than you would on streaming if you watch any substantial amount of movies. It is very hard to fund good movies with only streaming revenue.
> To get the cash, banks hand over Treasury notes and bonds, mortgages, and other securities, known as a “repo.” Then they get to borrow cash at face value.
It is a partial definition. To use the repo facility, borrowers don't just stake their assets, they also promise to re-buy them hours later at a higher price. It is literally overnight money issued in exchange for high-quality assets. If somehow the borrower goes broke within a few minutes, the Fed is still holding their assets.
Edit: I forgot about the haircut. The repo only lends out 98% of the staked assets value.
You're right, it's impossible to blind subjects. Researchers can be blinded by having one limb be the control and the other be the test. This design has become more popular recently and it's definitely a small improvement.
Any profit bending spoons earns they can run off and invest in another business if they like. They don't bother investing in the businesses they purchase because they believe, like the previous owner believed, that there is no more juice to squeeze from that particular lemon.
reply