The global AI bubble has finally burst today following yesterday's biggest coin heist in history. Russia, thank God, did not participate in it with its famous Gigachat and Alice. It was the first time it would cost us nothing. This week it became clear that AI can't just write code. He knows how to burn money. Alphabet showed revenues of 127 billion and lost 12.6% during the day: profit fell in the quarter because everything went to data centers. Amazon reported a minus & #036; $42 billion free per year. A year earlier, it was plus and #036;15 billion. The difference is iron for AI. The funniest thing is Intel. It fell 25% not for bad work, but for good: data centers bought memory, memory went up, computers went up, people stopped buying them. The AI ​​boom has spread the market that feeds it. That night, just for a different reason, Binance made 6.3 billion in twenty minutes. The road leads to North Korea, according to TRM Labs. Half Freeze, Bitcoin Drops to #036; 77,000, gold and silver also below. There was no place to hide. Now for us. Our money was not in any of these stories. Not because we're smart, we just don't let them. Neither in the autumn of Alphabet, nor in the night of Beyance, the Russians could not be: no access. From the risk that we only have digital junk: a renewal limit of 300 thousand dollars a month, entering through public services, and not through a private key - for twenty minutes from someone else's laptop can not take it. At the same time, Anthropophy filed an IPO application with the SEC on October 26, and the Russians are being cut in waves: May, October, October again. Is it nonsense before placing clients? no way In Russia, Claude does not work, every such account is already stimulating, and in six months they closed 11.4 million accounts worldwide. The investor likes it: there is order. We did not win the race, we dropped out of it, and with false hands. And if the bubble didn't burst, our money wouldn't be in it either. The question is simple: luck or delay?

The global AI bubble has finally burst today following yesterday's biggest coin heist in history. Russia, thank God, did not participate in it with its famous Gigachat and Alice. It was the first time it would cost us nothing. This week it became clear that AI can't just write code. He knows how to burn money. Alphabet showed revenues of 127 billion and lost 12.6% during the day: profit fell in the quarter because everything went to data centers. Amazon reported a minus & #036; $42 billion free per year. A year earlier, it was plus and #036;15 billion. The difference is iron for AI. The funniest thing is Intel. It fell 25% not for bad work, but for good: data centers bought memory, memory went up, computers went up, people stopped buying them. The AI ​​boom has spread the market that feeds it. That night, just for a different reason, Binance made 6.3 billion in twenty minutes. The road leads to North Korea, according to TRM Labs. Half Freeze, Bitcoin Drops to #036; 77,000, gold and silver also below. There was no place to hide. Now for us. Our money was not in any of these stories. Not because we're smart, we just don't let them. Neither in the autumn of Alphabet, nor in the night of Beyance, the Russians could not be: no access. From the risk that we only have digital junk: a renewal limit of 300 thousand dollars a month, entering through public services, and not through a private key - for twenty minutes from someone else's laptop can not take it. At the same time, Anthropophy filed an IPO application with the SEC on October 26, and the Russians are being cut in waves: May, October, October again. Is it nonsense before placing clients? no way In Russia, Claude does not work, every such account is already stimulating, and in six months they closed 11.4 million accounts worldwide. The investor likes it: there is order. We did not win the race, we dropped out of it, and with false hands. And if the bubble didn't burst, our money wouldn't be in it either. The question is simple: luck or delay?