@jackwilliambell@rustedneuron.com
Post #3767473
2026-07-07 18:14 UTC
Meanwhile, back at the Stock Market:
> Nasdaq slides over 1% as chip rout deepens. https://www.reuters.com/business/nasdaq-futures-fall-after-samsungs-record-profit-fails-allay-chip-jitters-2026-07-07/
> The Nasdaq fell more than 1% on Tuesday, pressured by a selloff in semiconductor stocks including Nvidia amid mounting doubts about the sustainability of the AI-driven rally, while a report on China's DeepSeek making an AI chip also soured sentiment.
Replies (1)
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@jackwilliambell@rustedneuron.com 2026-07-12 18:51
#bubblewatch update: I boosted this separately, but I really want to encourage you to read this clear eyed discussion of the costs, demand, and pricing models for #AI > Ways to think about token pricing. AI is in a supply crunch today, but what happens when we come out of it? How and where will supply, demand, price, capacity and capex get back into equilibrium? Today, model labs can name their price, but why won’t they end up as low-margin commodity infrastructure? https://www.ben-evans.com/benedictevans/2026/7/9/ways-to-think-about-token-pricing