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A.I. Valuations Reach Point of Absurdity

Wall Street Millennial | March 15, 2026



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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.

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#wallstreetmillennial #nvidia #openai

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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

Written by Wall Street Millennial

Comments

This post currently has 26 comments.

  4. @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.

  5. @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.

  7. @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 😂

  12. @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.”

  17. @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

  21. @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.

  23. @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.

  24. @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. 😅

Comments are closed.

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