بهمن شفیق

۱۸ مرداد ۱۴۰۳

https://www.zerohedge.com/markets/black-monday-futures-plummets-vix-hits-56-japan-suffers-worst-point-drop-history

https://thenextrecession.wordpress.com/2024/08/01/the-fed-fails/

https://www.rt.com/business/602204-stock-market-crash-apocalypse/

https://www.rt.com/business/602140-global-stock-markets-meltdown/

US economic data has been below expectations for a few months, particularly in July. The country has seen an unexpected rise in the unemployment rate, according to the July payrolls report released by the Bureau of Labor Statistics on Friday. The economy added just 114,000 jobs last month, far below economists’ estimates of 175,000 jobs. The unemployment rate surged to 4.3% from 4.1%.

On top of this, the latest data from the Institute for Supply Management revealed that US manufacturing activity dropped in July from the month before, marking the fourth straight month of contraction.

INTEL

https://www.nakedcapitalism.com/2024/08/hoisted-from-comments-is-intel-going-down-the-boeing-path.html

EU-Italy

https://www.nakedcapitalism.com/2024/08/why-is-the-eu-upping-the-pressure-on-meloni-in-italy.html

https://www.moonofalabama.org/2024/08/markets-down-risks-up.html

Uber BYD

https://esgnews.com/uber-and-byd-partner-to-deploy-100000-electric-vehicles-globally/

Uber and BYD partnership aims to deploy 100,000 new BYD electric vehicles globally.

دنیای اقتصاد

https://donya-e-eqtesad.com/بخش-بورس-6/4092495-روز-سیاه-بازارهای-سرمایه

https://donya-e-eqtesad.com/بخش-بازار-پول-ارز-116/4092490-همه-گیری-ترس-در-بازارها

مانند همیشه در پایان پرتلاطم، اکنون اولین سوال این است که آیا - جایی در میان هرج و مرج - قیمت یک دارایی به اندازه کافی نوسان کرده است که آن دارایی را به کلی به خطر بیندازد. در این زمینه، کاهش قیمت طلا و کاهش سهام بانکی، بد یمن به نظر می‌رسند. سوال مرتبط دیگر این است که آیا وضعیت هفته‌های آینده بهتر خواهد بود یا بدتر؟ با فرض اینکه هیچ سرمایه‌گذار بزرگی تصور نکند که اکنون زمان فروش است و مطابق با روحیه جمعی حرکت نکند، می‌توان امیدوار بود که روند بازارها تغییر کند. در غیر این صورت، اوضاع اصلا خوب نخواهد بود.

https://ecoiran.com/بخش-اخبار-اقتصاد-جهان-82/68773-سقوط-دیوانه-وار-بازارهای-سرمایه-جهان-معامله-گران-به-دارایی-های-امن-پناه-بردند

https://ecoiran.com/بخش-رمز-ارز-141/68759-چرا-سقوط-بیت-کوین-می-تواند-ادامه-یابد

AI

https://www.wheresyoured.at/rotcombubble/

We were told that NFTs would replace physical, tangible collectibles. That cryptocurrency would replace regular money, while also emancipating consumers from unstoppable market forces like inflation, as well as the rent-seeking middlemen that take a cut of every purchase made with a credit or debit card. And yet, the actual services championing these arguments didn't really seem to do anything or improve our lives in any meaningful way. We were told that our futures were in the metaverse, and that we'd live in this interconnected "new internet," yet what we actually got was an extremely wonky virtual reality space that Mark Zuckerberg somehow burned $36 billion to make.

...at the forefront of the AI boom is Sam Altman's $80 billion juggernaut OpenAI, a company that allegedly will build "artificial general intelligence" that experiences human-like cognition, an idea that is simply not possible based on how generative AI works.

Between 2022 and 2023, only 100 million additional people got online, the slowest rate of growth in the last 18 years. And that’s not because the need to bring connectivity to the masses — particularly those in the Global South — has been solved. It hasn’t, as the most recent figures from the UN’s International Telecommunications Union shows, with 33 percent of the world’s population (or 2.6 billion people) having never used the Internet.

More worryingly, data I’ve received from Similarweb shows that the majority of the internet’s top 100 web properties have seen significant declines in traffic since 2021. In the years since the world slowly emerged from lockdown, Google.com has seen a decline of 5.3% in web visits, as has YouTube (-3.8%), Facebook (a remarkable -27.7%), Twitter (-3.5%), Amazon.com (-11.6%), Twitch.tv (-17.5%), Wikipedia (-24.8%) and even porn sites like xVideos (-27.4%) and Pornhub (-17.1%).

In 2010, it felt like we were making our first tentative steps into an unexplored digital frontier. There was no Instacart, no Zoom, no Snapchat, no Lyft, no Tinder, no Slack, no Snowflake, no Doordash, no TikTok, no Discord, no Coinbase, no Robinhood, and no Venmo. Tesla, Facebook, LinkedIn, Airbnb, Uber, Square, Atlassian, Okta, MongoDb, Workday, Palo Alto Networks, Asana, UiPath and Spotify had yet to go public. Instagram was yet to be acquired by Facebook, consumer drones had yet to reach ubiquity, voice assistants were yet to be launched, 4G LTE networks were just launching, and Amazon Web Services was on course to make a mere $600 million in revenue in 2010, or around 2.5% of the $24 billion that AWS made in Q1 2024. Google and Apple's stock prices were worth less than a tenth of what they are today, and Nvidia — a stock now worth over $1000 — traded at under $3 a share.

OpenAI

https://leadiq.com/c/openai/5a1d9d1e2300005c008cfc05/employee-directory

https://en.wikipedia.org/wiki/OpenAI

employee: 3200

Capital/employee: 80B=> $32M, 30B=>$10M

In the summer of 2018, simply training OpenAI's Dota 2 bots required renting 128,000 CPUs and 256 GPUs from Google for multiple weeks.

According to anonymous sources cited by Reuters in December 2022, OpenAI Global, LLC was projecting $200 million of revenue in 2023 and $1 billion in revenue in 2024.

GM Employee number Projection with the same ratio as Microsoft: 10,187,500