AI Companies Have Run Out Of Money
PT17M21S| Metric | Observed | Expected |
|---|---|---|
| Views | 321,774 | 304,555.5 |
| Likes | 12,790 | 12,633 |
PT17M21S| Metric | Observed | Expected |
|---|---|---|
| Views | 321,774 | 304,555.5 |
| Likes | 12,790 | 12,633 |
16:44| Metric | Observed | Expected |
|---|---|---|
| Views | 312,490 | 300,678 |
| Likes | 12,944 | 12,564 |
In this video, Sasha discusses the recent decline of Oracle's stock, linked to significant AI investments that are failing to yield profits, while also highlighting the soaring prices of computer components due to AI demand. He critiques the industry's narrative of AI revolutionizing productivity, arguing instead that the economic impact has been underwhelming, with consumers facing higher tech prices and rising unemployment rates.
14:15In this video, Sasha discusses OpenAI's current financial struggles, revealing that the company is reportedly losing around $12.66 billion each quarter while simultaneously seeking a bailout from the U.S. government amid rising capital expenditures in the tech industry. The investment frenzy in AI is critiqued, highlighting the disparity between massive spending on resources like graphics cards and the profitability of these ventures, as major tech firms increasingly rely on complex accounting practices to mask their financial burdens.
16:04In this video, Sasha explores the suspicious financial maneuvers within Big Tech, alleging that companies like OpenAI, Nvidia, and AMD are engaging in a practice known as "roundtipping" to artificially inflate their revenues. He provides a detailed breakdown of how these companies continuously pass money among themselves, creating a façade of profits while accumulating massive debts, ultimately questioning the sustainability of their booming valuations.
19:59In this video, Sasha discusses the recent hype surrounding OpenAI's new video generation tool, Sora 2, and shares insights on its performance, which shows improvements yet remains plagued by usability issues and copyright concerns. He critically examines the financial state of OpenAI and the potential impending AI bubble, drawing parallels to past market crashes and exploring the consequences of inflated valuations in the tech industry.
14:49In this video, Sasha explores whether it's wise to invest in stocks that are currently at all-time highs, citing the S&P 500's significant gains and the complex landscape of global economic uncertainties. Using historical data, he argues that despite fears of a market correction, the average returns on investments remain consistent, emphasizing that waiting for a market dip could lead to missed opportunities for growth.
11:44In this video, Sasha discusses the rising trend of companies like GameStop and MicroStrategy adopting a "buy Bitcoin now, pay later" strategy, using borrowed funds to invest in cryptocurrency despite their declining revenues. He critiques this approach as a risky gamble that reflects the current economic euphoria surrounding Bitcoin, drawing parallels to past speculative market bubbles.
13:27In this video, Sasha discusses the recent ruling by the US Court of International Trade that declared Donald Trump's tariffs illegal, stating that he misused emergency powers without congressional scrutiny. The court's decision has ignited debate on presidential powers regarding tariffs, with potential implications for ongoing trade negotiations and small businesses affected by these tariffs.
13:42In this video, Sasha discusses Donald Trump's recent announcement of a 25% tariff on Apple and a sweeping 50% tariff on EU imports, leading to a significant market downturn and immediate stock losses. He explores the implications of these tariffs, the complexities of international trade relations, and the potential consequences for the U.S. economy amidst ongoing negotiations with China and the EU.
15:01In this video, Sasha discusses the explosive growth of the US stock market following the announcement of reduced tariffs between the US and China, with the tariff on Chinese imports dropping from 145% to 30%. Despite the optimistic market response, he emphasizes that a 30% tariff is still significant and explores the implications for various industries and future negotiations.
13:13In this video, Sasha critiques the recently signed US-UK trade deal, arguing that it lacks substantial benefits and imposes new tariffs that ultimately harm the UK's economy. He highlights the minimal changes in trade conditions and suggests that the deal serves more to bolster Trump's political popularity than to provide real economic improvements for either country.
13:04In this video, Sasha dives into the alarming contraction of the US economy by 0.3% in Q1, marking the first negative quarter in three years and raising concerns about a potential recession. He analyzes the implications of inventory buildup and high imports, detailing how these factors could suppress GDP growth in the coming months while navigating the complex interplay of economic pressures and tariff effects.
11:31In this video, Sasha discusses the recent collapse in cargo arrivals from China to U.S. ports due to new tariffs, highlighting a significant drop in shipping volumes and predicting empty shelves in May. As businesses brace for rising prices and potential layoffs, the uncertainty surrounding ongoing trade negotiations adds to the economic pressure impacting consumers and retailers alike.
3:21:51Join us for a live analysis of Tesla's Q1 company update, where we dive deep into the latest financial results and discuss the implications of production changes and market dynamics. Expect commentary on Tesla's strategic directions, including the updates on the Model Y and Cybertruck, while engaging with viewers through real-time insights and Q&A.
15:51In this video, Sasha discusses the rapid decline of the US economy following Donald Trump's return to the White House, highlighting significant drops in the dollar's value, soaring Treasury yields, and alarming mortgage rates. He attributes this economic turmoil to self-inflicted policies, including controversial tariffs that threaten small businesses and international trade relationships, while presenting data on public debt relative to GDP to illustrate a more nuanced understanding of the situation.
13:49In this video, Sasha discusses the negative impact of Trump's tariffs on the U.S. economy, highlighting a sharp decline in the stock market and pointing to deeper, underlying issues that could hinder economic growth long-term. He emphasizes the complexity of modern manufacturing, the risks posed by U.S. immigration policies, and the resulting uncertainty that could deter talent and investment in the United States.
15:50In this video, Sasha discusses the recent announcement of sweeping trade tariffs by Donald Trump, including a 10% tariff on even remote uninhabited islands, which has led to a significant decline in the stock market. With the S&P 500 down 3.4% and major tech stocks dropping, he explores the controversial calculations behind these tariffs and their potential impact on the U.S. economy.
1:14:28Join us for a live reaction and commentary as President Trump announces significant new tariffs affecting various industries, including a proposed 25% tariff on foreign automobiles. This historic announcement, termed "Liberation Day," aims to reshape U.S. trade relations and boost domestic production, prompting speculation about its impact on the economy and global markets.
11:03In this video, Sasha discusses the troubling signs of a potential recession in the US economy, highlighted by the S&P 500's consecutive declines and Nike's disappointing quarterly revenue report. With external factors affecting consumer confidence and uncertainty surrounding federal policies, analysts are projecting slower GDP growth and urging caution in business operations.
10:45In this video, Sasha discusses Donald Trump's recent decision to impose a 25% tariff on all steel and aluminum imports from Canada, further escalating trade tensions and threatening additional tariffs. He examines the potential impacts on U.S. industries that rely on Canadian supplies and highlights the absurdity of negotiating tariffs via social media.
12:25In this video, Sasha discusses the alarming decline in the stock market, largely driven by fears of an impending U.S. recession and significant layoffs. With the S&P 500 dropping 2.4% and tech stocks facing steep losses, the economic landscape appears increasingly precarious, marking one of the worst market days in recent history.
11:24In this video, Sasha explains the current stock market crash, highlighting the impact of recently imposed tariffs on imports from Mexico, Canada, and China, and the uncertainty surrounding their future. He discusses how this unpredictability affects consumer behavior and business planning, ultimately leading to market volatility and potential long-term consequences for major companies like Apple.
11:40In this video, Sasha discusses the recent 5% drop in the US Stock Market and examines the implications of new tariffs announced by Donald Trump on Canada, Mexico, and China, which have ignited worries about a potential market crash. He highlights the significant decline in tech stocks and cautions viewers against jumping to conclusions about market recovery, emphasizing that the current climate may not yet reflect "peak fear" among investors.
12:41In this video, Sasha discusses Elon Musk's surprising bid of $97.4 billion to purchase OpenAI, exploring the motivations behind this unusual offer and its implications for the tech industry. He delves into the hostile nature of the bid, Musk's previous financial maneuvers, and the potential ramifications for both shareholders and the future of OpenAI.
13:12In this video, Sasha evaluates the unprecedented valuation metrics of Palantir Technologies, which recently surged to a $250 billion valuation, showcasing remarkable price-to-equity and price-to-sales ratios far exceeding those of major tech firms during their peak growth years. He discusses the implications of these numbers and the current market dynamics fueling such extreme valuations, inviting viewers to consider the sustainability of this stock market phenomenon.
16:39In this video, Sasha explores the paradox of skyrocketing AI investments by major tech companies like Microsoft and Google, juxtaposed with the decline in their stock prices. He critiques how, despite the hype surrounding AI's potential, the growth in cloud services is slowing, raising concerns about whether these monumental expenditures will ever yield the expected returns.
10:51In this provocative video, Sasha discusses OpenAI's accusations against Chinese startup Deep Seek for allegedly using its data to train their AI model, highlighting the irony of OpenAI's previous data-scraping practices. The video offers an unfiltered critique of major tech companies’ hypocrisy regarding data ownership and copyright laws, emphasizing the consequences of their actions in the evolving landscape of AI.
15:35In this video, Sasha discusses the significant stock market crash, primarily driven by fears surrounding AI stock valuations and the unexpected emergence of a new Chinese company, Deep Seek, which claims to have developed a competitive large language model for a fraction of the cost spent by major tech firms. As tech giants like Nvidia and Microsoft face steep declines in their stock prices, the market grapples with the potential commoditization of AI technology and the implications for future investments.
12:01In this video, Sasha critiques Donald Trump's recent launch of the Trump meme coin, labeling it as a thinly-veiled scam to exploit his supporters financially while peddling illusions of value. With a focus on the absurdity of a sitting president promoting such a venture, Sasha highlights the risks involved for unsuspecting investors and the concerning normalization of crypto scams in society.
15:02In this video, Sasha challenges the narrative surrounding the recent UK inflation figures, revealing that the true inflation rate may be significantly higher than reported due to the exclusion of housing costs. He explains how skyrocketing housing prices and rising mortgage rates are major contributors to the financial strain on the average consumer, while critiquing the government's handling of the economic situation.
12:04In this video, Sasha discusses alarming new data indicating a significant decline in the UK economy, with employment rates shrinking at the fastest pace since the pandemic's onset in 2020. He highlights rising inflation and a troubling affordability crunch, emphasizing the government's promises amid a deteriorating economic landscape.
11:34In this video, Sasha discusses the recent overheating of the stock market, highlighting dramatic price increases in major stocks like Tesla and Nvidia, while cautioning against the euphoria and overconfidence among investors. He emphasizes that the rapid rise in valuations is not supported by a corresponding growth in company profits, indicating a troubling potential bubble in the market.
15:50In this video, Ash discusses alarming new data that indicates a significant decline in the UK economy, marked by a 9.3% drop in permanent job placements and a continuous fall in job vacancies for 13 consecutive months. He highlights the implications of rising National Insurance costs and stagnant wage growth, suggesting that the current economic policies are exacerbating the situation rather than providing viable solutions for recovery.
13:19In this video, Sasha discusses the current crisis facing the global car industry, highlighting significant strikes at Volkswagen, financial struggles for major manufacturers like Nissan and Mercedes, and the wider implications of declining sales and stock prices. As the market navigates the challenges of electric vehicle adoption and competition from Chinese manufacturers, the video offers insights into the tumultuous future of these automotive giants.
13:58In this video, Sasha discusses Warren Buffett's unprecedented stock sell-off, particularly his significant reduction of Apple shares, and examines the implications of Berkshire Hathaway's growing cash reserves amid an overheated market. While many speculate that Buffett might be predicting a market crash, Sasha argues that his strategy focuses on avoiding overvalued stocks rather than timing the market.
12:04In this video, Sasha discusses the growing discontent among the UK public regarding their government, as evidenced by a petition for a general election that has surpassed 2 million signatures. He critiques the government's economic policies and highlights concerns from major employers about the adverse effects on job creation and investment, painting a grim picture of the current economic climate.
14:52In this video, Sasha discusses the alarming rise in UK inflation, which has jumped from 2.6% in September to 3.2% in October, while challenging common media narratives attributing this increase solely to energy prices. He argues that the real drivers of inflation are housing and service costs due to rising mortgage rates and wage increases, highlighting the government's failure to address these critical issues.
16:48In this video, Sasha Rachel Reeves critiques the UK government's handling of the economy, highlighting the detrimental impact of recent tax increases on employers and employees alike. With stagnating growth and rising costs, she argues that the government's mismanagement and lack of understanding of business dynamics are leading to an inevitable economic collapse.
17:30In this eye-opening video, Sasha analyzes the misleading narratives surrounding the perceived prosperity of the US economy, highlighting how average statistics can distort the reality for many low-income individuals. By delving into data on wages, inflation, and the harsh financial realities faced by the working class, Sasha exposes the growing divide and challenges the notion that a healthy economy equates to widespread financial well-being.
11:49In this video, Sasha discusses the surprising reaction of the stock market to Donald Trump's recent election victory, highlighting a sharp increase in the S&P 500 despite mixed performance from major tech stocks. He explores how smaller stocks are benefiting from the political shift and the potential long-term implications for investors as the market rebounds from previous stagnation.