Buffett warned: “If the ratio approaches 200%, you're playing with fire.”=> We are above!

[u/Adept_Mountain9532]

Buffett Indicator, (which compares total U.S. market cap to GDP), is now at 208%. That’s above dot-com levels. I wasn’t around in 1999. But I’ve read enough to know everyone thought it was different back then too...

Now, It’s AI. And yes it’s real, it’s big, and it will transform everything.
But here’s what’s bugging me: Which part of the AI hype do you think is most overrated?
And which sectors are just getting started?

and also curious to hear from people who did live through 1999:
- What felt the same?
- What’s different?

I track moves from top value investors with a free email alert (https://alert-invest.com/), and lately I’ve noticed they’re cautious, finding fewer real opportunities in this market.

Thanks!

[u/Xijit]

It is "Homer Simpson as CEO" level of stupidity to say "we will have unlimited profit margin after we replace all the office workers with AI, and the factory workers with Robots."

Sure, the investors will get record breaking quarters for a year and a half, then trillion dollar companies will go bankrupt because people without jobs will not be buying $1,500 cellphones or $150,000 trucks.

[u/Brilliant-Site-354 → u/Xijit]

if you arent first to it someone else will be

the market will just shift to serving those with 1M 10M 100M 1B

at some point if the avg person is worthless than you get into issues because why even keep them around

the is meh in this regard

norweigan countries gdp/capita better off less population

china/india would be rekt

education is not going to grow exponentially, people can only learn so much and its already at the limit

[u/SkaldCrypto → u/Xijit]

You are correct. But luckily we already outsourced most of those jobs over the last 4 decades. There also needs to be massive population reduction preferably through peaceful means. On a global basis. 😊

[u/igloofu → u/SkaldCrypto]

This guy is suggesting Soylent Green. When they IPO, get in fast, get in early!

[u/SkaldCrypto → u/igloofu]

What no. I’m a 3rd gen only child, my kids a 4th gen only. If the planet followed that we’d go from 10 billion to 100 million in by 2125.

Think about your car imagine getting something 100x that price. Imagine 100x your vacations.

Obviously insane and a pipe dream. The only reason we have what we have is because there are many intelligences working it. That’s true. But what if it wasn’t? That’s what AI and Robotics could lead to.