I’ve been sitting this from the rooftops, but nobody seems to be listening. LLMs do not create enough value to justify their cost, and their costs rise exponentially for small, incremental gains. It’s a money pit.

Worse, it’s a massive sunk cost masquerading as investment. Inflated equity validations are propped up by an illusion. I know that timing a crash is impossible, but I literally don’t understand how anyone paying attention doesn’t see what’s coming.

It’s going to be bad. 80% such market declines aren’t atypical, historically.

And this isn’t even touching on the Republican dismantling of the American government apparatus and spending billions in a war to disrupt global supply chains of critical resources.

It’s going to be really bad.