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# Best of Investing — 2025

1. 1  
[](/posts/the-hater-s-guide-to-the-ai-bubble-avxgzzdy0 "The Hater's Guide To The AI Bubble")  
Article  
![Avatar of wheresyoured](https://media.daily.dev/image/upload/s--_fiBlTSf--/f_auto/v1737645971/logos/wheresyoured)Where's Your Ed At · 1y  
The Hater's Guide To The AI Bubble  
The AI industry represents a massive bubble built on unsustainable economics, with tech giants spending over $560 billion on AI infrastructure while generating only $35 billion in revenue. NVIDIA's dominance creates a dangerous single point of failure for the US stock market, as 42% of its revenue comes from just five companies buying GPUs. Most AI companies, including OpenAI and Anthropic, operate at massive losses, while products like Cursor achieve growth through unsustainable pricing models they later abandon. Unlike previous infrastructure investments like Amazon Web Services, generative AI lacks clear profitable use cases and represents expensive features rather than foundational infrastructure.  
80  
7
2. 2  
[](/posts/the-enshittifinancial-crisis-erdw7nul3 "The Enshittifinancial Crisis")  
Article  
![Avatar of wheresyoured](https://media.daily.dev/image/upload/s--_fiBlTSf--/f_auto/v1737645971/logos/wheresyoured)Where's Your Ed At · 41w  
The Enshittifinancial Crisis  
Tech companies are manipulating stock prices through questionable AI infrastructure deals worth hundreds of billions. Major firms like Microsoft, Meta, Amazon, and Google have spent $776 billion on capital expenditures in three years, yet analysts fail to scrutinize where the money goes or whether AI investments will generate returns. Companies announce massive deals with OpenAI and others using vague terms like "letters of intent" rather than binding contracts, causing stock surges that harm retail investors when deals fail to materialize. The financial system prioritizes stock value over business fundamentals, creating an "enshittifinancial crisis" where shareholders are exploited through accounting tricks, unverified revenue claims, and unchallenged spending while analysts act as promotional teams rather than critical evaluators.  
56  
4
3. 3  
[](/posts/jeff-bezos-says-ai-is-in-an-industrial-bubble-but-society-will-get-gigantic-benefits-from-the-tech-isimlgjmk "Jeff Bezos says AI is in an industrial bubble but society will get ‘gigantic’ benefits from the tech")  
Article  
![Avatar of hn](https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/hn)Hacker News · 1y  
Jeff Bezos says AI is in an industrial bubble but society will get ‘gigantic’ benefits from the tech  
Jeff Bezos describes the current AI industry as an "industrial bubble" where both good and bad ideas receive funding, and investors struggle to distinguish between them. Despite the bubble characteristics—inflated valuations and excessive excitement—he emphasizes that AI technology is real and will transform every industry. Drawing parallels to the 1990s biotech bubble, Bezos argues that industrial bubbles can ultimately benefit society by producing valuable innovations, even if many companies fail. Other business leaders, including OpenAI's Sam Altman and Goldman Sachs CEO David Solomon, have echoed similar concerns about AI market valuations.  
27  
6
4. 4  
[](/posts/i-created-an-algorithm-that-improves-any-investment-strategy-here-s-how-it-works--ktz7r4dua "I created an algorithm that improves any investment strategy. Here’s how it works.")  
Article  
![Avatar of medium_js](https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/medium)Medium · 2y  
I created an algorithm that improves any investment strategy. Here’s how it works.  
Genetic algorithms, inspired by natural selection and biological phenomena, can optimize complex problems like trading strategies without requiring gradients. This post describes how genetic algorithms can create and improve investment strategies, and provides a step-by-step guide on using the OpenAI o1 model within the NexusTrade platform to build and enhance trading portfolios. While initial results show promise, further fine-tuning is necessary for real-world applications.  
18  
1
5. 5  
[](/posts/the-greatest-tech-scam-in-history-yrg7o3vlg "The Greatest Tech Scam in History")  
Video  
![Avatar of community](https://media.daily.dev/image/upload/t_logo,f_auto/v1655817725/logos/community)Community Picks · 2y  
The Greatest Tech Scam in History  
Devon AI, advertised to replace software engineers, was revealed to be a significant tech scam. Despite reaching a $2 billion valuation, analysis showed its coding performance was heavily manipulated and it failed to accomplish basic tasks. The company's promotional videos were exposed for editing and staging, leading to inflated claims. The incident highlights risks in AI investments and the gap between hype and reality in tech startups.  
11  
6

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