ardizor 🧙♂️|6月 21, 2026 17:10
THE AI REVENUE LOOP IS THE BIGGEST FRAUD NOBODY IS TALKING ABOUT
Microsoft gave OpenAI $13B OpenAI sent it back through Azure Microsoft booked it as revenue
Google committed $40B to Anthropic Anthropic agreed to spend it back on Google Cloud and chips
They all call this "demand"
Here's what's actually happening:
Big Tech invests in AI → AI buys Big Tech cloud → Big Tech reports AI growth → AI valuations explode → repeat
The money isn't coming from customers it's moving in circles between the same balance sheets
Ray Dalio spent his career warning about exactly this late-stage bubbles driven by self-reinforcing loops that look like growth until they don't
The technology is real. The revenue is not.
When enough people ask how much of this "AI demand" is actually external the whole thing unwinds fast
I called the $16K bottom and the $126K top every major turn for 15 years, public, before the move
Turn on notifications you'll understand why you needed to follow sooner(ardizor 🧙♂️)
Share To
Timeline
HotFlash
APP
X
Telegram
CopyLink