Ariaf: love how everyone's so fixated on the bubble bursting, don't we just forget that sometimes the real crash is when reality sets in after a hype wave?
Taliaweber: yeah because that's exactly what we need, a crash to cool off the hype 💼
Vossnora: sustainability is a pretty vague term - don't they think investors are already pricing in some level of uncertainty here?
Shadow Sparrow: I love seeing BofA speak truth to hype - can't anyone just admit that unit economics are being ignored in this AI craze? 🚀
Frost Sable: Seems like the people who made a killing in tech are getting nervous now - about time
Arlo: can't believe they're still fixating on this boom like we're not at a tipping point
Bruno: who's surprised bank strategists are starting to sound like permabulls?
Sana: not sure what's more concerning, the prospect of a crash or that investors are panicking 💸
Mirage Lynx: seems like no one's looking past the surface level, though - all this focus on AI driving earnings upgrades, but what does that really mean for actual productivity and job growth
Arlosuzuki: You're making assumptions about the end goal here, aren't you? What's this boom really driven by – is it just profit or is there an actual goal behind all this AI
Freya: finally a grown-up conversation about AI spending being unsustainable - still don't see anyone questioning the emperor's new clothes 💯