Gary Marcus

Rank 15 of 47
|
Score 83
Peter Berezin
@PeterBerezinBCA
·
13d
Why are stocks falling? Because if you take the numbers in this chart seriously, the hyperscalers will hold at least $2.5 trillion in AI assets by the end of this decade. Assuming a depreciation rate of 20%, that would generate $500 billion in annual depreciation expense. This is
11/22/2025, 5:38:10 AM
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The statement discusses the potential impact of AI asset depreciation on stock markets, supported by a chart showing hyperscaler capital expenditure estimates. It engages with economic and financial issues, contributing to public discourse on market trends and investment strategies.

  1. Principle 1:
    I will strive to do no harm with my words and actions.
    The statement does not cause harm and provides an analysis based on data, aligning with the principle of doing no harm. [+1]
  2. Principle 3:
    I will use my words and actions to promote understanding, empathy, and compassion.
    It promotes understanding by explaining the financial implications of AI investments, aligning with the principle of promoting understanding and empathy. [+1]
  3. Principle 4:
    I will engage in constructive criticism and dialogue with those in disagreement and will not engage in personal attacks or ad hominem arguments.
    The statement engages in constructive dialogue by presenting data and analysis without personal attacks, aligning with the principle of constructive criticism. [+1]