Post #3389630
2026-06-24 12:26 UTC
Replies (19)
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@gabrielesvelto@mas.to 2026-06-24 12:30
Also FYI this was calculated by those rabid anti-AI woke radical socialists at... *checks notes* ...Nomura Securities Co., Ltd.
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@simonzerafa@infosec.exchange 2026-06-24 12:29
@gabrielesvelto@mas.to Maybe the bubble is starting to deflate, at last? 🙂
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@datarama@hachyderm.io 2026-06-24 12:49
@gabrielesvelto@mas.to Ouch.
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@domi@c.im 2026-06-24 13:52
@gabrielesvelto@mas.to hey, true, apparently google took on a lot of debt this year, if i didnt fuck up that research somehow. No wonder their stock is selling off a bit, not a good look
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@domi@c.im 2026-06-24 13:53
@gabrielesvelto@mas.to The debt thing is not true for all mag7 or wannabe ai players tho (Edit: to be clear, consensus seems to be that spacexai is a scam/rugpull, while openai and cohorts are junk, financially speaking. Antropic had one good massive earning, dubious how the next one will go. The mag7s are massively exposed to this but at least they are burning cash they actually earn and have)
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@_RyekDarkener_@mastodon.social 2026-06-24 14:02
@gabrielesvelto@mas.to To cite EVE Online film "Clear Skies": "Our problem is cash flow. We have no cash, thus no flow."
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@aadmaa2@mathstodon.xyz 2026-06-24 14:22
@gabrielesvelto@mas.to but when can I buy RAM again
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@EVDHmn@ecoevo.social 2026-06-24 14:46
@gabrielesvelto@mas.to So looks like they knew it would be like this almost a year ago.
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@LaNaehForaday@universeodon.com 2026-06-24 14:49
@gabrielesvelto@mas.to Similar to what happens to bombs in a senseless war..........eventually they just run out.
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@dianea@lgbtqia.space 2026-06-24 15:21
@gabrielesvelto@mas.to That purple line, remaining breathable air
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@darwinwoodka@mastodon.social 2026-06-24 15:30
@gabrielesvelto@mas.to looks like you can fool people twice and that's it
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@matt@fedi.mattharwood.com 2026-06-24 15:49
@gabrielesvelto@mas.to A stunning graph, though I'm unclear from looking at it where the reported numbers stop and the "predicted cashflow" begins. Either way, money going around between the hucksters continues, we'll see who doesn't have a seat when the music stops, I guess!
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@floe@hci.social 2026-06-24 16:13
@gabrielesvelto@mas.to
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@virtuous_sloth@cosocial.ca 2026-06-24 16:13
@gabrielesvelto@mas.to And aren't they turning to stock issuances and IPOs because banks are get reluctant to lend to them?
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@hyblon@social.vivaldi.net 2026-06-24 16:17
@gabrielesvelto@mas.to the pop will be so glorious we may come back to typewriter machines.
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@vidar@m.galaxybound.com 2026-06-24 16:18
@gabrielesvelto@mas.to This looks like a pretty expected graph for startups to me. Holding cash is expensive, and a startup typically believes - rightly or wrongly - that they can buy revenue with it, and by extension a higher valuation. You'd expect cash to drop dramatically when they think raising more is expensive at their current valuation vs future. Now, of course you'd *also* expect it if they're struggling to raise and struggling to reach profit. But you can't tell from free cash flow alone.
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@bit@ohai.social 2026-06-24 16:23
@gabrielesvelto@mas.to Crash already, can't wait for the price of PC components to go down.
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@admin@mastodon.brk.io 2026-06-24 16:26
@gabrielesvelto@mas.to The bubble is starting to burst at this point. As soon as the VCs get off the hype train, stop flushing money down the toilet, and do the 3rd grade math required to figure out this is all 100% unsustainable, things are going to come crashing down. https://news.slashdot.org/story/26/06/24/0551205/us-ai-stock-sell-off-shakes-markets-from-wall-street-to-asia
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@debflicker@turtleisland.social 2026-06-24 20:53
@gabrielesvelto@mas.to Yes! This AI “boom” is going to crash