zlacker

>>mindra+(OP)
To say the quiet part out loud, I don't think any serious companies have any intention to build a data center in space. There is no benefit in actually trying this. There is however, benefit in saying you'll do it to advance a narrative and distract from the problems terrestrial data centers are facing to an audience that mostly doesn't understand how heat transfer in a vacuum works.

>>collin+JH1
Many of the dumb ideas being hyped in this AI bubble make sense viewed through this lens.

Data centres stirring up opposition? Sell a sci-fi vision that you will move them to Space! And reassure your over-extended investors that the data centre buildout rush you’re committing to isn’t going to get bogged down in protests and lawsuits.

The people hyping this stuff are not stupid, just their real goal (make as much money as possible as quickly as possible) has only a vague relationship to what they claim to be doing.

>>mangec+JT1
At the point, it's beginning to feel a bit like the 419 scam (where you make the details deliberately absurd so as to ward off people inclined to be sceptical early, leaving you with only the easiest marks.) SMRs! Data centres in space! "phD level AIs".

>>rsynno+412
You can short the publicly traded companies that do this.

>>eru+u72
The market can, as always, remain irrational longer than you can remain solvent, or certainly for longer than _I_ can.

Like, come on, you must understand what a stupid response this is? “There is a bubble” is not a sufficient thesis to, well, do much of anything on.

>>rsynno+892
Really? Logic wouldn't dictate that if I'm up 300% or more over two years and everyone is starting to get jittery about an AI bubble that perhaps I should pull out now and await the pullback? If it happens in a year, and I can buy back in at a 15-20% discount, that is also a return!! Do you hold for possibly another 5%? That doesn't make any sense. Your cash gets 4% a year just waiting--paid monthly.

>>datavi+oJ2
Yeah, that you could do, though even then if the timing is sufficiently uncertain you might be in trouble, and it's particularly risky in a time of stubbornly higher-than-ideal inflation. If you happened to have a bunch of Hype-y AI Ltd, then sure, probably. Far less clearly a good idea if you just have the S&P500, though.

It's further complicated by the fact that most of the worst examples of AI hype are not public. Like, if and when the bubble bursts, the hyperscalers will likely get burned, but they're not going to go to zero or anywhere near it.

And that's assuming you already have stocks; it's very different, risk-wise, from shorting or buying puts.

> Your cash gets 4% a year just waiting--paid monthly.

It really doesn't, due to inflation.