AI
C3.ai, Inc.
stock NYSE

AI demand is undeniable.

80% of everything I read now is AI Slop with "It's not X, it's Y" sentence structures and I honestly can't tell if it's bearish or bullish

Haters will say it's AI

AI leader in China….BABA is heading to trillion dollar company status asap

WSJ: Nvidia Has Become a Banker to the AI Boom, Putting It on Dangerous Ground

i don’t need to see the future and can see that happening.
There may be another 9/11 event to control AI models so government can have rights to access people’s info at any time they want

Everyone's been telling me AI has been hitting diminishing returns since 2015. But it would be unthinkable to me of using a 2025 AI model in the year 2026.
So I'm forced to conclude this is the same situation that persists with computing in general. Every year, for the past 20 years people have been declaring to me that computers have hit their limit of speed. They seem certain of this. I don't know why. It's like a reliable cognitive abnormality.
I guess the same people who declared the internet had reached its end with usenet message boards are still around, still saying the same weird thing forever.

Since the sector doesn't make any money you're counting on another hype cycle which is tough with AI sucking up all the oxygen in the room. Even Elon can only keep people interested in space by saying we're going to throw some data centers up there. If you're gonna hold anyways then you might as well sell CC's near your cost basis, otherwise I'd probably get out and put it in something that has a brighter future.

Hey man, just go look at this website. I would never share this filth unless it was surprise. owned by SoFi who is like an abusive bank. First, it’s “check out my high interest saving account”. Then it was don’t you want to pay me $120 a year for access to that interest? What, hell no. Then you offer me 1% match on taxable accounts now it’s 2% percent but it’s given up front so they have horrible clawbacks. I had no idea and deposited $10k to buy automates, mainly CAIE and CAGE plus a little bit of long term bonds that I figure if they go tits up then I will be worried about looters not my portfolio.
Don’t sign up for anything just look at what AI trading is good at it and all great traders are good at it because it works quickly but this is more established strategies you can copy and adapt. Basically, you want money or to be famous on some
The drawdowns suck though but stick to the tried and true quant models https://www.composer.trade
I also called out Hyperliquid and PURR months ago and mentioned them by name in a NASDAQ goes to 23/7 or whatever. It got an insane amount of upvotes but I said “because of Hyperliquid”. Now look at these bums over at the CME, CBOE and NASDAQ. Scared shitless of perps. Faster, less fees, better design and now they can’t have their fees because as a token holder you basically get 99% of Hyperliquid’s revenue of fees through 24/7 buybacks. We profit, they profit and it’s the most share/token holder company I’ve come across in a while. That is their selling point. No VC money, 11 guys, all geniuses at HFT and MM at Citadel just bootstrapped.
It blew up overnight and then rode the crypto Trump boom but set itself apart when it took over oil trading with crude and Brent futures built into a perp, 24/7. No one wants to get fucked by Trump on a Friday. Turns out you don’t have to & quickly oil futures opened at Huperliquids perp pricing for Brent and crude.
They did a great job on trading the pre-IPO of CXMT (biggest Chinese DRAM company) within a few percent which is much more accurate.
Sigh….too much BTC ETH SOL HYPE trading, not enough sleep hence all the “caffeine” and rambling

I asked Claude what it thinks. Even it thinks this is bullshit: 
"Reasonable as a market-size claim, not as a revenue forecast. That $30T is almost certainly a TAM number: the estimated value of the work AI could eventually address, not what Anthropic expects to book. Read that way it's aggressive but internally coherent, since global labor compensation is roughly $50-60T of $110T world GDP, so "AI could touch $30T of cognitive/knowledge work" is a slice of that, not a fantasy. Read as a projection of Anthropic's own revenue, it's not reasonable at all: $30T is more than all of US GDP ($29T) and ~25% of the entire world economy. No company is remotely close; the biggest gross more like $0.5-0.7T. So a single firm capturing $30T in actual sales isn't a thing. The catch is these are investor-pitch numbers by construction: TAM framing lets you pick the largest defensible market and call it the "opportunity." The honest read is "the markets we could sell into are enormous," which is true and says little about the share Anthropic realistically captures or when. I can't see behind the WSJ paywall to check exactly how they framed it, so if you can paste the relevant lines I'll tell you whether they're calling it TAM or a forecast.

Demand for AI is not going to tank, but because of Open Source models from Z.ai, Qwen, DeepSeek, Minimax, Tencent,... the list goes on, Anthropic and OpenAI would need to create something UNPRECEDENTED and maintain that gap, otherwise they have no product.
Semiconductors, RAM manufacturers, GPU manufacturers, Data Centers are still going to be maxed out because companies WANT to use LLMs. They'll just host their own models for super cheap or pay an alternative provider for way less than whatever OpenAI and Anthropic need to charge.

I can tell you easily why i subscribe to Claude and not OpenAI. It's real fuckin simple: Claude stood up to fascists, Open AI folded like a wet paper bag to fascists, for their use in mass surveillance and autonomous kill bots.

Open AI is a complete and total scam, Sam Altman is a clown and the proof is so many key people jumping ship! You can see it when he talks, he’s a scammer!

These datacenters looks the same as the datacenters always looked. But because it's fashionable to hate AI (even though everyone is using AI). They are now pure evil I suppose.

The point is, like benchmarks from anyone, take them with a grain of salt. Them jumping to "better than" and AI generated art about these "results" is quite premature.

Based on what news will it go up? If anything I see them reporting a revenue dip, I think AI spending is hitting a ceiling.

CEO farted and AI software was made

How much of this did you write with AI?

Especially if you knew the material so well every dullandcommon shmo gobbled your balls because of your 'expert opinion'. Why use AI if your so knowledgeable, right? Nobody cares how you say it if you're giving ins8ght nobody else has

AI will get cheaper and cheaper