AI will manage company like it manage vending machines.

CEO, Microsoft AI
Microsoft · Full-time
Mar 2024 - Present · 1 yr 9 mos
Redmond, Washington, United States

but also

I’m waiting with money to buy Google for 1 dollar.

You may ask what are NDFIs ?

(NDFIs) such as broker-dealers, hedge funds, private equity and credit funds, securitization vehicles and subprime auto lenders. Such lending to the financial sector has helped fuel record-high leverage among hedge funds, decade-high leverage among primary dealers, record-high and rising margin debt, and record-high and rising repurchase agreement (repo) lending to hedge funds and others, which in turn has helped fuel record-high asset prices in many cases

source again https://adamjosephson.substack.com/p/ndfi-loans-are-far-larger-than-we

Page 25 https://www.fdic.gov/analysis/2025-risk-review.pdf

https://fred.stlouisfed.org/series/AOLACBW027SBOG
Buckle up

I watched the thing and guy was crying about DRM and asking for help. Half of those presentations were DRM related as a kernel module. Corporate doing corporate things, like BSOD for linux DRM from Google guy presentation.

Trillion dollar company can’t do shit properly blames free software.

Those are amateur problems, real problems start when you are unable to run it or you don’t have source code. Bonus, it’s written in the in house language made by developer who left job or died - true story.

Thanks, corrected Microsoft

Bank

JPMorgan
$848.45 B Market Cap
$175.65 B Revenue
$71.04 B Earnings
$4552 B Assets
$4195 B Liabilities

848.45/175.65 = 4,83 years

More tech companies :

Oracle
$713.58 B Market Cap
$59.01 B Revenue
$18.07 B Earnings
$180.44 B Assets
$155.78 B Liabilities

713.58/18.07 = 39.48 years

Google
$3433 B Market Cap
$371.39 B Revenue
$140.07 B Earnings
$502.05 B Assets
$139.13 B Liabilities

3433/140.07 = 24,51 years

Apple
$3991 B Market Cap
$408.62 B Revenue
$130.21 B Earnings
$331.49 B Assets
$265.66 B Liabilities

3991/130.21 = 30,65 years

Microsoft
$3769 B Market Cap
$281.72 B Revenue
$123.62 B Earnings
$619.00 B Assets
$275.52 B Liabilities

3769/123.62 = 30,48 years

Amazon $2674 B Market Cap
$670.03 B Revenue
$85.15 B Earnings
$682.17 B Assets
$348.39 B Liabilities

2674/85.15 = 31,40 years

Meta
$1602 B Market Cap
$178.80 B Revenue
$81.23 B Earnings
$294.74 B Assets
$99.67 B Liabilities

1602/81.23 = 19,72 years

Nvidia
$4752 B Market Cap
$165 B Revenue
$100 B Earnings
$40 B Liabilities
$140 B Assets

4752/100 = 47 years to pay up market cap

Palantir
$445 B Market Cap
$3.44 B Revenue
$0.79 B Earnings
$7.36 B Assets
$1.34 B Liabilities

445/0.79 = 569 years to pay up market cap

He’s not wrong. It’s pumped more than in 1998

Moldova next because it’s not in NATO. Next Romania with Serbia and Hungary as ally. After that all old Yugoslavia. That can be like 2030 agenda. Many would say that Poland is next but they have big border with Russia, USA military bases and no value other than terrain and Russia have no problem with terrain. It’s easier and more profitable to go just south and gain access to the Mediterranean Sea. That opens up border with Africa with Middle East and cuts down Europe from south Oil and Gas sources.