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  1. BGDon 🇨🇦 🇺🇸 👨‍💻 @[email protected] ·

    AGREE COMPLETELY. This stuff will go down as one of the greatest Tech Red Herrings EVER! Humanoid robots will be a complete and utter commercial failure!

    Morgan Stanley predicts that there will be 1 billion humanoid robots in use by 2050 >> that is a CAGR of 69% for 25 years!!!!

    Goldman Sachs estimates the total addressable market for humanoid robots will reach $38 billion by 2035.

    Can you say TOTAL bull shit!

    However, Industrial Robots (ones with no "eyes" arms, hands and legs) are already generating $Billions in ROI. Industrial robot installations in the U.S. rose 11% year over year in 2025. profgmedia.com/p/why-tech-is-i #Robots #Humanoid #Humanoid_Robots #Industrial_Robots #RedHerring #Fail #TechFail #Robotics #Prototype #ROI #Dangerous #RoboButler #ProFGMedia

    #robots #humanoid #humanoid_robots #industrial_robots #redherring #fail
  2. BGDon 🇨🇦 🇺🇸 👨‍💻 @BrentD ·

    AGREE COMPLETELY. This stuff will go down as one of the greatest Tech Red Herrings EVER! Humanoid robots will be a complete and utter commercial failure!

    Morgan Stanley predicts that there will be 1 billion humanoid robots in use by 2050 >> that is a CAGR of 69% for 25 years!!!!

    Goldman Sachs estimates the total addressable market for humanoid robots will reach $38 billion by 2035.

    Can you say TOTAL bull shit!

    However, Industrial Robots (ones with no "eyes" arms, hands and legs) are already generating $Billions in ROI. Industrial robot installations in the U.S. rose 11% year over year in 2025. profgmedia.com/p/why-tech-is-i

    #robots #humanoid #humanoid_robots #industrial_robots #redherring #fail
  3. BGDon 🇨🇦 🇺🇸 👨‍💻 @[email protected] ·

    File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'

    Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. profgmedia.com/p/two-red-flags #AI #OpenAI #ProfGMedia #Meta #USGov #Bailout #Oracle #Anthropic #BusinessModel #CapEx #SiliconValley #VCs #OperationBailout #BlastZone #PEmultiples #TechBubble #RedFlags

    #ai #openai #profgmedia #meta #usgov #bailout
  4. BGDon 🇨🇦 🇺🇸 👨‍💻 @BrentD ·

    File this under, the classic Silicon Valley mantra of ... 'We will never need or want any government support ... unless of course we need a backstop b/c our business model is soooo f'__k'd up it may well collapse ... then we will gladly ask/beg for government support!'

    Good Read on "Operation Bailout" (OpenAI offering the US government a 5% stake) and related AI business "Blast Zone" issues. profgmedia.com/p/two-red-flags

    #ai #openai #profgmedia #meta #usgov #bailout
  5. BGDon 🇨🇦 🇺🇸 👨‍💻 @[email protected] ·

    AI clearly heading into the Trough of Disillusionment! (per Gartner's Hype Cycle)

    This is a major warning flag for all Frontier LLM Vendors. Clients are now beginning to assess less expensive and open alternatives - can you say DeepSeek! tomshardware.com/tech-industry

    "Chinese models are 10x to 30x cheaper than U.S. models. We’re already seeing evidence of this: Chinese models went from about 1% of developer usage in 2024 to more than 60% in May, and 80% of U.S. AI startups are now using Chinese open-source AI models." profgmedia.com/p/is-ai-more-ex #AI #AIAdoption #OpenAI #Altman #AITokens #DeepSeek #AIInvestment #AIBuildout #LLMs #Capital #Investment #StartUps #FrontierModels #ProfGMedia #Budgets #Gartner #HypeCycle

    #ai #aiadoption #openai #altman #aitokens #deepseek
  6. BGDon 🇨🇦 🇺🇸 👨‍💻 @BrentD ·

    AI clearly heading into the Trough of Disillusionment! (per Gartner's Hype Cycle)

    This is a major warning flag for all Frontier LLM Vendors. Clients are now beginning to assess less expensive and open alternatives - can you say DeepSeek! tomshardware.com/tech-industry

    "Chinese models are 10x to 30x cheaper than U.S. models. We’re already seeing evidence of this: Chinese models went from about 1% of developer usage in 2024 to more than 60% in May, and 80% of U.S. AI startups are now using Chinese open-source AI models." profgmedia.com/p/is-ai-more-ex

    #ai #aiadoption #openai #altman #aitokens #deepseek
  7. BGDon 🇨🇦 🇺🇸 👨‍💻 @[email protected] ·

    HOLD UP on that SpaceX IPO Roadshow please! Sobering read on SpaceX's proposed IPO.

    BUYER BEWARE! Consider these facts as presented in the PROF G MEDIA Newsletter.

    According to SpaceX promoters ...

    - The company’s total addressable market (TAM) is the size of the entire U.S. economy — $28 trillion. WHAT!?!?!

    - That includes an estimated $22.7 trillion in revenue from enterprise applications >>> fully 30x larger than the ENTIRE EXISTING enterprise software MARKET. WHATx2!?!?!

    - Assumes that EVERY SINGLE household in the world will start using Starlink for WiFi. WHATx3 - GOOD LUCK THERE!?!?!?

    - SpaceX posted a loss of $4.94B on revenue of $18.7B in 2025, after posting a profit of $791M in 2024. profgmedia.com/p/spacex-ipo-wh #SpaceX #IPO #ProfGMedia #Investing #BuyerBeware #Valuation #Stocks #StockMarket #StarLink #xAI #CaveatEmptor #IPORoadShow #Space

    #spacex #ipo #profgmedia #investing #buyerbeware #valuation
  8. BGDon 🇨🇦 🇺🇸 👨‍💻 @BrentD ·

    HOLD UP on that SpaceX IPO Roadshow please! Sobering read on SpaceX's proposed IPO.

    BUYER BEWARE! Consider these facts as presented in the PROF G MEDIA Newsletter.

    According to SpaceX promoters ...

    - The company’s total addressable market (TAM) is the size of the entire U.S. economy — $28 trillion. WHAT!?!?!

    - That includes an estimated $22.7 trillion in revenue from enterprise applications >>> fully 30x larger than the ENTIRE EXISTING enterprise software MARKET. WHATx2!?!?!

    - Assumes that EVERY SINGLE household in the world will start using Starlink for WiFi. WHATx3 - GOOD LUCK THERE!?!?!?

    - SpaceX posted a loss of $4.94B on revenue of $18.7B in 2025, after posting a profit of $791M in 2024. profgmedia.com/p/spacex-ipo-wh

    #spacex #ipo #profgmedia #investing #buyerbeware #valuation