
Is AI a bubble? The Nvidia-OpenAI circular revenue map
Nvidia funds OpenAI, OpenAI buys Nvidia chips, the stock lifts on the revenue. A walk through the AI circular revenue loop and what probably survives.

Nvidia funds OpenAI, OpenAI buys Nvidia chips, the stock lifts on the revenue. A walk through the AI circular revenue loop and what probably survives.

AI live-trading bots blow up for the same reason they look attractive: they remove the human checkpoint that survives regime change. Here is what we have observed, and the narrower set of AI uses that hold up.

The right way to use a frontier model in trading work is as a fast, well-read junior analyst — not as a principal making calls. The framing changes which prompts you write, which outputs you trust, and where the model's value actually lives.

The 'AI trading signals' market sells subscriptions to systems that have no live edge. The data we have collected over twelve months is unflattering enough that I will say it directly.

AI assistants are good at producing Pine Script that compiles. They are bad at producing Pine Script that does what you meant. Here is the workflow we use to keep that gap from costing real money.

AI is genuinely useful for traders in narrow, specific ways and dangerous in others. An honest mid-decade audit of what the current generation of models actually does, where it fails, and how to use it without being used by it.