You’re getting downvoted but you’re right. People here don’t realize they haven’t made an in house success beyond Facebook. Yes they should try and innovate but they fail because Zuck has a utopian vision which isn’t wrong in theory but wrong in reality it making a successful product. Metaverse. Open source ai. AR glasses while not owning the platform like Apple.

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>[https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l](https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l) >**Insuring Against an Oracle Default Is Getting Costlier. Is It a Bad Omen for AI?** >The price of Oracle’s five-year credit default swaps hit their highest point in more than two years earlier this month and now sit just below that peak. Spreads have nearly doubled since their six-month low in mid-June. >Financing the infrastructure to meet the AI GPU demand will require taking on [plenty of debt](https://www.barrons.com/articles/larry-ellison-oracle-56e03912).  **Warning to neocloud stock holders:** ORCL, NBIS, IREN, CIFR - these companies are taking on massive amount of debt for depreciating assets (GPUs) with high run costs (electricity) + debt interest payments. They have low margin GPU leasing business (like car dealerships leasing cars) with absurd valuations. On the other hand, highly profitable companies like NVDA, AMD, AVGO, TSMC are selling to the neoclouds and hyperscalers and don't have that debt risk and have lower valuations than neoclouds. You have been warned about neocloud stocks - someone will be left holding the bag and it will not be pretty

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>[https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l](https://www.msn.com/en-us/money/markets/insuring-against-an-oracle-default-is-getting-costlier-is-it-a-bad-omen-for-ai/ar-AA1Pmh5l) >**Insuring Against an Oracle Default Is Getting Costlier. Is It a Bad Omen for AI?** >The price of Oracle’s five-year credit default swaps hit their highest point in more than two years earlier this month and now sit just below that peak. Spreads have nearly doubled since their six-month low in mid-June. >Financing the infrastructure to meet the AI GPU demand will require taking on [plenty of debt](https://www.barrons.com/articles/larry-ellison-oracle-56e03912).  **Warning to neocloud stock holders:** ORCL, NBIS, IREN, CIFR - these companies are taking on massive amount of debt for depreciating assets (GPUs) with high run costs (electricity) + debt interest payments. They have low margin business (like car dealerships) with absurd valuations. On the other hand, highly profitable companies like NVDA, AMD, AVGO, TSMC are selling to the neoclouds and hyperscalers and don't have that debt risk and have lower valuations. You have been warned about neocloud stocks - someone will be left holding the bag and it will not be pretty

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I agree. I am bullish on Meta in the long run. But I am fairly certain that AR will have the next big bull run, like the one AI is having right now

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I know Zuck has been heavily mocked and criticized for burning money on metaverse, and understandably so. Those avatars are crappy af. But I am fairly certain that AR goggles (or some variation) will replace entirety of the digital hardware within the next 15-20 years

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Sure. • From Starbucks’ fiscal 2024 annual report: “As of September 29, 2024, Starbucks employed approximately 361,000 people worldwide. In the U.S., Starbucks employed approximately 211,000 people, with approximately 201,000 in company-operated stores and the remainder in corporate support, store development, roasting, manufacturing, warehousing and distribution operations. Approximately 150,000 employees were employed outside of the U.S., with approximately 144,000 in company-operated stores and the remainder in regional support operations.”  https://s203.q4cdn.com/326826266/files/doc_financials/2024/ar/Starbucks-Fiscal-2024-Annual-Report.pdf So actually if anything it’s even less than 5%

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We ar so ruckinf back boy

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CCCX (Infleqtion) S-4 filing should come soon. Has CIA backing like PLTR from CIA investment arm, In-Q-Tel. CEO of CCCX just presented ar Nvidia's GTC conference with Jensen Huang.

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AR isn't Augmented Reality but Artificial Retardation.

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META Announces AR glasses update that flips the chart you are looking at upside down

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