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
No, because to do that and not ruin myself I need to know roughly when the double will burst. Just knowing it is a bubble is not enough.

>>jeltz+Ne2
Most investors can time this aspect of the market accurately enough. It's tough for these people to stand by and watch profit being left on the table for a year or two, though. So they get back in, seeing how long they can leave their hand on the got plate.

Myself, I made the decision to go to cash a while ago, right before the recent AI pullback. Things were going great for a week until I started seeing all that money go unclaimed. I get back in, and the pullback I predicted happens. It was my own conscious decision to look past the gorilla in the room to get more free treats. I'll be fine but this is a good anecdote for how these things unfold.

>>datavi+gI2
It is not at all true that "Most investors can time this aspect of the market". This is laughably, absurdly, wrong - as if most people could predict the future. Here's a little advice I sincerely pray you accept : don't trade options.