6 ms·

Patrick Boyle (fund manager, professor, youtuber) recently discussed this IPO on his channel. Informative and entertaining. https://youtu.be/8rS3fTbC7TE?is=TGp

Patrick Boyle (fund manager, professor, youtuber) recently discussed this IPO on his channel. Informative and entertaining. https://youtu.be/8rS3fTbC7TE?is=TGpEdM2Y7sknP-cW https://youtu.be/8rS3fTbC7TE?is=TGpEdM2Y7sknP-cW

lokar 6mo ago
And despite popular opinion, he is not an AI :)
deleted 6mo ago
[deleted]
sakagami0 6mo ago
I used to watch him a lot, but he started talking about AI (I work at a big lab) and it was all wrong, so I'm not sure if I can trust his analysis anymore :(
- porridgeraisin 6mo ago
  Gell man amnesia
  - sakagami0 6mo ago
    yea
- locallost 6mo ago
  He packages things to present them as analytical, but it's really just click bait for people to hear something they want to hear. He did a take over a year ago on why the EV revolution crashed with such gems as presenting less growth (but still growth) as lower sales. The comment section was full of never EV crowd who got their fix that everything will be alright and that nothing will change. Of course a year later there were booming sales worldwide. The sad reality I'm coming to realize is that there is very little real and quality analysis, critical but with open eyes on the future. Most of it is just pandering to crowds. The war in Iran is the latest example - you have one side saying Iran is almost done, and the other that they're winning. Who's right? Doesn't matter, being correct is not the point.
  - sakagami0 6mo ago
    Yea. It's hard to tell what's true anymore. I thought Russia would be out of resources in 3 months. It's been 4 years. I thought Rafah would survive. It's completely flattened. Thought global markets would crash after tariffs. It has survived. I'm convinced we're in some kind of propaganda machine right now.
    - elteto 6mo ago
      Propaganda aside (which exists), the world is just an extremely complex place and the people writing these things are taking guesses a lot of the time. That’s it.
    - heraldgeezer 6mo ago
      [flagged]
      - 4ggr0 6mo ago
        What's your issue with the Rafah comment? Rafah is probably not 100% gone, but it is basically gone. Majority of the people are gone and it's mostly a pile of rubble. https://en.wikipedia.org/wiki/Rafah#/media/File:An_aerial_view_showing_destruction_in_Rafah_after_Israeli_forces_withdrawal_and_as_the_ceasefire_took_hold,_Gaza_Strip.jpg https://en.wikipedia.org/wiki/Rafah#/media/File:An_aerial_vi... https://www.nytimes.com/interactive/2025/05/15/world/middleeast/rafah-gaza-israel-damage.html https://www.nytimes.com/interactive/2025/05/15/world/middlee...
        heraldgeezer 6mo ago
        [flagged]
        4ggr0 6mo ago
        wow. usually don't expect that the people i'm writing with are proudly and openly pro-genocide, my bad. we're talking about over a million people, you know.
- keiferski 6mo ago
  Unfortunately it's kind of impossible for a YouTube to make weekly/bi-weekly videos that are actually in-depth to an expert level. The best thing you can do is interview experts, but even then, everyone has their own biases.
  - keiferski 6mo ago
    *YouTuber
- aosaigh 6mo ago
  What was he wrong about?
- torlok 6mo ago
  I stopped watching him because I don't understand why a competent finance expert is slinging ads for earbuds and quick meals. Feels like he's just making "Youtube content" rather than anything serious.
dgellow 6mo ago
Also, famous rapper
niklasd 6mo ago
I found his take on the space data center a bit negative. No idea if it is feasible right now, but you could have made the same jokes and ridicule about the feasibility of electric cars (batteries too weak!) before Elon build Tesla. And Patrick just lists some reasons why it is currently hard to do. I'm by no means a Elon fan, but if anyone could pull it of it's him, and attempting these hard challenges is a good thing.
- Betelbuddy 6mo ago
  A space data center is a technical impossibility. And your hero is an idiot, as you can see here when he explains cooling, at the end of the video: https://youtu.be/trgn7s5-YHc https://youtu.be/trgn7s5-YHc >> before Elon build Tesla. He bought the company, they already had electric cars.
  - tt24 6mo ago
    He bought the company when it was basically nothing lol

lokar 6mo ago

And despite popular opinion, he is not an AI :)

deleted 6mo ago

[deleted]

sakagami0 6mo ago

I used to watch him a lot, but he started talking about AI (I work at a big lab) and it was all wrong, so I'm not sure if I can trust his analysis anymore :(

porridgeraisin 6mo ago
Gell man amnesia
- sakagami0 6mo ago
  yea
locallost 6mo ago
He packages things to present them as analytical, but it's really just click bait for people to hear something they want to hear. He did a take over a year ago on why the EV revolution crashed with such gems as presenting less growth (but still growth) as lower sales. The comment section was full of never EV crowd who got their fix that everything will be alright and that nothing will change. Of course a year later there were booming sales worldwide. The sad reality I'm coming to realize is that there is very little real and quality analysis, critical but with open eyes on the future. Most of it is just pandering to crowds. The war in Iran is the latest example - you have one side saying Iran is almost done, and the other that they're winning. Who's right? Doesn't matter, being correct is not the point.
- sakagami0 6mo ago
  Yea. It's hard to tell what's true anymore. I thought Russia would be out of resources in 3 months. It's been 4 years. I thought Rafah would survive. It's completely flattened. Thought global markets would crash after tariffs. It has survived. I'm convinced we're in some kind of propaganda machine right now.
  - elteto 6mo ago
    Propaganda aside (which exists), the world is just an extremely complex place and the people writing these things are taking guesses a lot of the time. That’s it.
  - heraldgeezer 6mo ago
    [flagged]
    - 4ggr0 6mo ago
      What's your issue with the Rafah comment? Rafah is probably not 100% gone, but it is basically gone. Majority of the people are gone and it's mostly a pile of rubble. https://en.wikipedia.org/wiki/Rafah#/media/File:An_aerial_view_showing_destruction_in_Rafah_after_Israeli_forces_withdrawal_and_as_the_ceasefire_took_hold,_Gaza_Strip.jpg https://en.wikipedia.org/wiki/Rafah#/media/File:An_aerial_vi... https://www.nytimes.com/interactive/2025/05/15/world/middleeast/rafah-gaza-israel-damage.html https://www.nytimes.com/interactive/2025/05/15/world/middlee...
      - heraldgeezer 6mo ago
        [flagged]
        4ggr0 6mo ago
        wow. usually don't expect that the people i'm writing with are proudly and openly pro-genocide, my bad. we're talking about over a million people, you know.
keiferski 6mo ago
Unfortunately it's kind of impossible for a YouTube to make weekly/bi-weekly videos that are actually in-depth to an expert level. The best thing you can do is interview experts, but even then, everyone has their own biases.
- keiferski 6mo ago
  *YouTuber
aosaigh 6mo ago
What was he wrong about?
torlok 6mo ago
I stopped watching him because I don't understand why a competent finance expert is slinging ads for earbuds and quick meals. Feels like he's just making "Youtube content" rather than anything serious.

dgellow 6mo ago

Also, famous rapper

niklasd 6mo ago

I found his take on the space data center a bit negative. No idea if it is feasible right now, but you could have made the same jokes and ridicule about the feasibility of electric cars (batteries too weak!) before Elon build Tesla. And Patrick just lists some reasons why it is currently hard to do. I'm by no means a Elon fan, but if anyone could pull it of it's him, and attempting these hard challenges is a good thing.

Betelbuddy 6mo ago
A space data center is a technical impossibility. And your hero is an idiot, as you can see here when he explains cooling, at the end of the video: https://youtu.be/trgn7s5-YHc https://youtu.be/trgn7s5-YHc >> before Elon build Tesla. He bought the company, they already had electric cars.
- tt24 6mo ago
  He bought the company when it was basically nothing lol