A combination of the # AI # bubble and watching stock and oil prices see-saw wildly with every lie, takeback, and failure to follow-through from the Whitehouse
The author expresses disillusionment with market wisdom, citing the AI bubble and volatile stock and oil prices influenced by political actions. They argue that markets lack foresight and cannot perform basic calculations, leading to a belief that LLM vendors are inherently unprofitable due to market "vibes" rather than sound financial principles. AI
IMPACT Questions the financial viability of AI vendors, suggesting market sentiment overrides rational economic assessment.