Don't the cross-investments mean that if any of the AI behemoths (of which, perhaps surprisingly, Oracle is one) goes down, they all go down? Sundar Pichai even went on the front page of the BBC to state as much, and that despite Google probably being the most insulated of the bunch.
Pretty sure you can actually put money on this. I'm sure there's an option trader who reads HN who can tell us best approach...
XzAeRosho•10m ago
An option trader would bet on the volatility index of the predictions, instead of the prediction itself.
s1mplicissimus•8m ago
looking forward to recommendations - i assume it's not easy to come up with an objectifiable state of affairs for "bubble has popped"
zerosizedweasle•6m ago
It's worthless now, the 'AI boosters or I go broke crowd' - a significant section of the posters here - got to it. It was a lot different a few minutes ago.
zerosizedweasle•21m ago
Morgan Stanley thinks you should short Oracle
spwa4•5m ago
https://www.bbc.com/news/articles/cwy7vrd8k4eo