Quote from: Morpheus on Sep 24, 2026, 08:57 PMWhich collapses first - AI driven stock valuations or cryptocurrencies?

I think it kind of depends what the trigger is that sets off a panic selling event.  The financial markets are experiencing a lot of volatility and instability right now beyond just the mania surrounding AI.  Treasury yields are rising rapidly and numerous countries have deep debt problems beside the FSoA.  You also have the political component of the wars and possibilities for Russia hitting other NATO countries supporting Ukraine and/or China going after Taiwan as well as further expansion of the Iran war.

In some of the scenarios I could see it being beneficial to Crypto as some perceive it as a safe haven alternative to PMs if the Bond market continues its slide.  On the other hand, if some AI Agent manages to hack Bitcoin wallets or something similar, I think a run would start with Crypto and expand from there. Crypto doesn't have the huge Capital investment and concommitant debt that's being dumped into AI.  Even if all the Crypto currencies went bust, I don't think that would take down the TBTF Banks.  An AI crash on the other hand could undermine the capital structure of even the largest investment banks like JP Morgan and Goldman.  It would take down Crypto in due course though shortly after.  It's by far the more dangerous problem.

RE

Quote from: Morpheus on Sep 24, 2026, 08:57 PMWhich collapses first - AI driven stock valuations or cryptocurrencies?

Crypto does not serve a real economic purpose.  It won't trigger a collapse, and stock valuations fall with the crash, but do they cause it or are they more a result of it.

I don't know that AI drives really stock valuations.  Greed has been doing it for decades, and needs little help.

QuoteSo that's how it works now? Doing the math that doesn't deliver the official authoritarian answer is disappeared?

That is why we roll our own.  AI on a data farm is where the wild dogs piss.

I bought my original RTX 3060 when it came out planning on experimenting with neural networks again.  This was before the AI revolution.  I am not a gamer.  I built my own neural network to decode Morse Code when the hot processor was an Intel 486.  I would let it train at work overnight.  I fudged the dot dash on times within specification limits to generate the training data.  I got good results.  Now that original RTX 3060 is still worth what I paid for it.  It is still entry level AI.

Which collapses first - AI driven stock valuations or cryptocurrencies?

So that's how it works now? Doing the math that doesn't deliver the official authoritarian answer is disappeared? How Orwellian....free speech for the benign overlords on preapproved perspectives but any post that demonstrates thinking backed up with definitions and mathematics contradicting the party line dare not exist.

Like we need to worry about the MIB when their purported opponents are just midget versions jealous of how well the smarter folks are doing the same thing at scale.

I figured the cost of generating summaries for 30000 articles using a server farm is about ten bucks+.

The electricity for me to do it myself is going to be five bucks using the model I am currently using which has been giving very good results.  167 hours at 200 watts.  I could do it now, but I'm going to get more sophisticated first.

The model was loaded and all I had to do was press a button to generate. the summary.


It could use some fire in the prose, and I may adjust things to give it some passion later.  For now the content is factually accurate if a bit milk toast, and as the model lives inside Diner code the only censorship was what was built into it when I got it.  We have to keep our eye on it an fix it if we see blind spots.  I do not see any so far.  Unlike trying to do the same thing using a model on the net which can call your grandma a terrorist if it wants to.  Spending a few weeks polishing the summary prompt would be worth doing so not to do 167 hours twice.

A RTX 5090 would be way faster but the latest news is the consumer cards are not being shipped to retail outlets, and the product is going to Bizness customers.  The card is unobtainable and so overpriced that getting a NVIDIA RTX PRO 6000 Blackwell Graphic Card at $17,999.99
with free shipping makes more sense.

Damn I wish I had an extra 20 K laying around.














This is the motherboard on the Diner mothership.  Compare it to the picture I took of our own.  And we have all memory slots filled!

It needs that card.

BWAHAHAHAHA!

That is $10T which is 95% DEBT.  Even the Equity is mostly somebody's debt, since they borrow on rehypothecated assets to leverage up.  The article Title SHOULD read:

Brookings Study Shows AI's $10T Build-Out Cost Will Likely End In FINANCIAL SYSTEM ARMAGEDDON

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No worries on the Heat Stress Deaths.  Drop in the bucket.  🙄

Food will be a bigger problem.  Either way, we won't know until we get a Global Census after 2030.

4 more years, it should be pretty significant.  Will we lose a Billion?  What's the over-under?

RE

Among the many reprehensible actions taken by Trumpolini to turn Amerika into a full blown Fascist State, this one stands out as particularly disgusting.  It's hard to believe people who claim to love the FSoA because of Freedom, Democracy and Rule of Law barely make a peep in protest against what are clearly flagrant violations of due process and basic human rights.  Even as Window Dressing Amerika doesn't qualify as a Democracy or even a decent place to live anymore. 

RE

Hilarious!  He should be giving them medals for slavishly dishing out his lies and Propaganda.  Could you imagine if they actually broadcast the TRUTH?  The stuff they talk about at the bar after an event?

What they should do now is stop reporting on him completely.  Not even publish his Tweets on Trump Social.  Nothing on the war from official sources.  Do REAL reporting.

Wonder how this will affect the election?

RE