The Riskiest Moment of the AI Bubble

NOTE! Since I recorded this video: 1. OpenAI has indeed made it’s first filing to go public, though how long from now that will happen is unclear. 2. SpaceX’s IPO numbers are in with 2X oversubscription, which is impressive in absolute numbers, but is also easy to over-read. That’s modest over-subscription for an IPO. But, as with anything Musk-shaped, it could go a lot of different ways!! Edited by Aves: https://bsky.app/profile/avesmhl.com