A.I. Valuations Reach Point of Absurdity
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In this video we analyze the operating and financial performance of OpenAI and Nvidia in the context of the both companies’ surging valuations.
Check out our second channel Broken Business Models where we discuss unusual or otherwise suspect businesses that may be unviable: / @brokenbusinessmodels
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0:00 – 2:42 Intro
2:43 – 4:32 Nvidia Revenue
4:33 – 8:50 Venture Capital
8:51 – 11:51 Consumer Acceptance
11:52 Valuation
@wallstreetmillennial
March 15, 2026 at 10:50 am
Go to https://ground.news/wsm to stay ahead of the algorithm for breaking news stories about finance and market insights. Sign up through my link to get 50% off for unlimited access on the Vantage plan.
@banretaildaytrading
March 15, 2026 at 10:50 am
Who’s watching in 2025 (where this is one million times worse)?
@craiggaig-z9d
March 15, 2026 at 10:50 am
I am from the future, I came to tell you that, this video has aged well
@GopTheBoss
March 15, 2026 at 10:50 am
My co-founder built an ML model (before ChatGPT blew up) to help people under 32 find affordable housing. We turned down a $6.4M valuation when we realized the VC wanted to use our work to squeeze profit margins as slumlords. The tough part is we can’t go fully public with this until we close our pre-seed (we’ve got traction), while all the money if being burned by crazy valuations in the meantime.
@GeorgIsm-u5p
March 15, 2026 at 10:50 am
The silver lining to this AI bullshit is that it's causing a nuclear Renaissance. When the AI companies go belly-up, the new nuclear plants will help reduce CO2 emissions.
@drek273
March 15, 2026 at 10:50 am
why use the 20 P/e ratio as the barometer? why make that assumption? dont P/E's vary from industry?
@stc2828
March 15, 2026 at 10:50 am
OpenAI would have a bright future if open source never existed. There will be no profit margin for Open AI even when the technology matures because free open source exists 😂
@ayonsamajder
March 15, 2026 at 10:50 am
hedge funds will soon start shorting these companies
@enoch8835
March 15, 2026 at 10:50 am
this is a bubble holy shit
@drzero7
March 15, 2026 at 10:50 am
Welp, this video aged well.
@chartreusecircle1546
March 15, 2026 at 10:50 am
> suddenly, a wild Deepseek appears
And just like that… LLMs are completely commoditized. They will be as cheap and ubiquitous as email in a couple years
@Bmayo27
March 15, 2026 at 10:50 am
The channel deserves credit for pointing out basic facts. To quote Herbert Stein; “If something can not go on forever, it will stop.”
@mikebaker2436
March 15, 2026 at 10:50 am
I hope you have been practicing your smug face. 😅
@shakedangle
March 15, 2026 at 10:50 am
Probably worth resurfacing this video as an example of the forward-thinking of this channel
@omgbaxtergames
March 15, 2026 at 10:50 am
This is so great to visit after the Deepseek news
@TheSateef
March 15, 2026 at 10:50 am
deepseek has just thrown an handgrenade into the US AI industry
@josepaez2
March 15, 2026 at 10:50 am
But wait I thought part of the boom of Nvidia chips was their capacity to overperform Intel chips. That should have been talked over at least slightly in this video
@wallstreetmillennial
@myknowledgespiral
March 15, 2026 at 10:50 am
Thanks mr ai
@checkdown3774
March 15, 2026 at 10:50 am
Big reason the s and p 500 is 147% over valued.
@buzzlightyear3715
March 15, 2026 at 10:50 am
I am sure Panasonic and Zojirushi had AI-enabled electric rice cookers,Neuro Fuzzy (logic), on the market for at least 20 years.
Give them $1T market cap.
@buzzlightyear3715
March 15, 2026 at 10:50 am
TSMC holds the key in this "eco-system". AI chip designs are everywhere. Making these chips is the chock point. If I were to advise TSMC, I tell them to acquire/ design a no-USA-content AI chip design to make and market their own chips. That would move $1T+ market cap. from Nvidia to TSMC.
@sutats
March 15, 2026 at 10:50 am
Thus, time for supercooling systems to support them.
@dovesr0478
March 15, 2026 at 10:50 am
I agree with what is said in this video, but the main target of AI is not and pretty much never has been consumers. The real "AI breakthrough" is making a bot that can perform a repetitive soulless corporate job almost as good as a real person. If AI employees ever become a thing, the market will be limitless.
Don't ask me what will happen to the rest of us tho. The era of the cushy corporate job is coming to an end, regardless of if AI replaces us. Become a plumber or some shit, you'll make more money and it's far less soul crushing.
@CountJeffula
March 15, 2026 at 10:50 am
I believe the big take away from all this AI advancement is that academia will become irreversibly broken. Academic performance in high school relies heavily on homework, which some students just won’t do now as they can effectively cheat easily. Some students will learn even better through the enrichment, but others will attempt to coast by. Teachers will be forced to use AI to score papers because they will grow incredibly complex and potentially longer (unless capped) despite the students not being much more intelligent. Test scores will attempt to assess actual performance but there will probably be more coasters than high achievers, so scores will decrease. To maintain funding, schools will have to dilute grades further. Colleges will grapple with the problem of admissions when everyone can write a stellar personal statement and admissions essay.
Instead of putting your best foot forward, AI is like putting your Hemingway hat on. In these fact noncritical tasks, the AI disrupts prior structures, but doesn’t offer any material improvement, using a lot of energy and money to achieve worse outcomes overall. In the end, the colleges will end up admitting the same smart people, but also people who can trick the system. When these cheaters graduate, they will go on to wreck things when they allow hallucinations to infiltrate industry and the economy.
The only solution is a return to heavy emphasis on critical reasoning and banning of AI in certain contexts where human achievement is being assessed. Otherwise, Mike Judge’s comedy will become our reality. I don’t think I’m being hyperbolic. And the sad thing is, if I used AI, my comment would probably read better, so sorry about that. 😅
@Kashiiiiiiiiii_o0
March 15, 2026 at 10:50 am
So crash incoming?
@cranegantry868
March 15, 2026 at 10:50 am
Ground news is an ordinary aggregator. There's lots of them out there.
Comments are closed.