⚡️1337 @CryptoEsco's analytic views⚡️
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Personal channel for journaling some analytical views. Feel free 2 lurk it. 👁👀 . Skool: t.ly/OmPsy . Channel Free Chat: https://t.me/Esco1ChannelChat . Channel link: https://t.me/Esco1 (This)
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پستهای کانال
Trump: meeting between myself and Putin will happen next Friday, in Alaska1:04 Aug 09
| 2 |  بدون متن... | 125 |
| 3 |  ACEUSDT 1W 👀️️ | 114 |
| 4 |  ACEUSDT 1h
sub low-ul asta sunt cele mai mici probabilitati sa mai vina vreodata | 88 |
| 5 |  :receipt: Meanwhile, the Trump Family Is on a Speaking Tour
Eric Trump is booked for Wyoming Blockchain Symposium
Donald Trump Jr. is flying to KBW and Token2049 Singapore, following in his brother’s footsteps, who spoke at Token2049 Dubai earlier this year
It’s giving… crypto biz dev energy. | 76 |
| 6 |  $ETH & $MATIC 2020-2021
$MATIC was the biggest $ETH L2 in the previous cycle and traded in a wide range until January 2021.
What happened in January 2021? In January 2021 $ETH broke its ATH and entered Price Discovery 📈
Once that happened, $MATIC went ballistic 🚀
👉 Don’t ask me about $ZK (or any other L2) until $ETH makes a new ATH! | 55 |
| 7 | Happy using CHATGPT 5 🎉
https://www.oneusefulthing.org/p/gpt-5-it-just-does-stuff | 71 |
| 8 |  RAG - Agentic RAG - MCP | 70 |
| 9 |  RAG - Agentic RAG - MCP | 1 |
| 10 |  BREAKING 🚨: U.S. Housing Market
Home Sellers outnumber Buyers by more than 500,000, the largest gap ever recorded 👀
Easy.
It’s happening
Lagging about 1yr in Ro also | 72 |
| 11 |  👀 Not that bueno for normies | 70 |
| 12 |  $APT
This does look like a bottoming structure 🧐
Somehow reminds me of the #BTC bottom in 2021 | 72 |
| 13 |  🐧 One of the most bullish 1M chart I’ve seen in a while belongs to $PENGU | 65 |
| 14 | Overview of the article
• The author argues that the current AI boom is a hype-driven bubble. He believes generative AI isn’t generating meaningful revenue for most companies and relies heavily on unsustainable spending.
Why the bubble exists
• Only Nvidia meaningfully profits from the AI boom, because AI workloads require its GPUs.
• Major tech firms – Microsoft, Amazon, Google, Meta, Tesla and Apple – are spending enormous sums on AI-related data centres but deriving relatively little revenue from those investments.
• As a result, a large percentage of the U.S. stock market’s value rests on just a handful of companies continuing to buy GPUs.
Revenue vs. costs
• Microsoft’s AI income largely comes from OpenAI using Microsoft’s cloud at cost; its net AI revenue is small compared to its spending.
• Amazon, Google and Meta are spending tens of billions each on AI but earn only a few billion dollars at best.
• Tesla and Apple have invested billions without producing meaningful AI-related profits.
Weak business models
• AI startups rarely make money. Only a few generative-AI firms even reach $100 million in annualised revenue, and nearly all run at a loss.
• Cursor, an AI coding tool, briefly boasted high revenue but did so by selling an unsustainably cheap product; after price hikes from its model providers, it had to limit users and raise prices.
• Consumer-facing AI companies such as Perplexity burn more cash on compute than they earn.
Limited adoption and misrepresentation
• ChatGPT has hundreds of millions of weekly users but a small paying customer base; most other AI services struggle to get significant adoption.
• The industry markets “agents” and “AGI” as if AI systems can autonomously perform jobs, but these are mostly enhanced chatbots with poor task performance.
• Claims that AI will transform employment or generate vast new business categories are largely unsupported.
Dependence on GPU sales
• Much of the AI boom is essentially a pipeline for selling Nvidia GPUs.
• Companies like CoreWeave and Oracle are raising debt or spending tens of billions on GPUs to run AI services that don’t make money.
• If a few large firms reduce GPU purchases, it could quickly deflate the bubble.
Author’s conclusion
• The author believes generative AI has some useful features but not a viable business model.
• He sees the bubble as a symptom of tech companies prioritizing growth metrics over building products people need.
• He cautions that the bubble is brittle, could harm the broader economy if it bursts, and that executives should be held accountable for reckless spending.
https://www.wheresyoured.at/the-haters-gui/ | 80 |
| 15 |  👀 | 118 |
| 16 |  بدون متن... | 250 |
| 17 |  me and the boys buying memecoins | 316 |
| 18 |  👌 | 183 |
| 19 | https://x.com/ETHRome/status/1947636875029622880 | 159 |
| 20 | Join us here 10yo Ethereum Big Party https://lu.ma/sfxc7yrs?tk=qku7Oe | 352 |
