Walter Palma

Entrepreneur, venture capitalist and financial market enthusiast, with an insatiable need to live life on the hard right edge...

[Dustin @r0ck3t23]

Bill Gates just settled the biggest debate in Silicon Valley. Is AI a bubble?

Yes. And it doesn’t matter.

Gates: “If what we mean is like tulips in the Netherlands, that they went to look back and said, what the heck, there was nothing there… No, that’s not where we are.”

There are two kinds of bubbles in history. The tulip craze. And the dot-com crash.

Tulips left nothing. The internet left everything.

Gates: “In the end something very profound happened. The world was very different.”

AI is following the dot-com playbook exactly. Irrational capital. Frenzied competition. Companies burning money faster than they can build business models.

And underneath all of it, a technology that is changing everything.

Permanently.

Gates: “AI is the biggest technical thing ever in my lifetime.”

Not the internet. Not the smartphone. Not cloud computing.

The biggest. Ever. In his lifetime.

Gates: “Some of them will commit to data centers whose electricity is too expensive. Or they’ll buy a generation of chips and won’t have captured all their value before the next one comes along.”

Billions are being set on fire right now. Not because the technology isn’t real.

Because the frenzy is moving faster than the business models can catch up.

The winners of the dot-com era weren’t the ones who spent the most. They were the ones who survived long enough for the dust to settle.

But here’s the part nobody wants to hear.

Gates: “If you want to be a tech company, you don’t get to say no. You know, let’s check out of this race.”

Sitting out isn’t safety. It’s a slower death.

The risk of investing blindly is losing capital. The risk of not investing is losing the company.

Gates: “Absolutely. There are a ton of these investments that will be dead ends.”

Some of these companies will be wiped out. Not because AI isn’t real.

Because they chased the hype without the foundation to survive the correction.

The technology is not the bubble. The valuations are the bubble.

And like every bubble before it, when it corrects, what remains will be more valuable than what existed before the frenzy started.

You don’t win this era by spending the most.

You win by surviving long enough to be one of the ones left standing.

[Walter Palma @WalterPalma]

@elonmusk You reap what you sow

[Walter Palma @WalterPalma]

@elonmusk Why not start with Donnie

[Walter Palma @WalterPalma]

@chamath Top-down? Isn’t the free market capitalism supposed to fix these things? Oh right, Trump’s tariffs and economic warfare that you all praise have destroyed the “free market”
In America.

By the way, where are Americans going to buy all those solar panels? 🧐🇨🇳

[Walter Palma @WalterPalma]

@MAGAVoice Of course! Right out of the Putin playbook

[Walter Palma @WalterPalma]

@ImMeme0 The greater question is why is the U.S. and its current administration so intent on going to “war” with Europe when they were the ones that helped design it post WWII?

[Walter Palma @WalterPalma]

@GuntherEagleman Doesn’t look panicked to me.

[Walter Palma @WalterPalma]

@elonmusk Why are you troubled? @realDonaldTrump and the current. Administration does it all the time.

[Walter Palma @WalterPalma]

@ScaryEurope @elonmusk This post is so hypocritical I don’t even know where to start

[Walter Palma @WalterPalma]

@elonmusk IMO a Supreme Court which weighted to one side is inherently corrupt. Should they be impeached? The whole idea of separation of powers is to put sand in the wheels and keep people one crazy idiot that represents less than half the population from trashing the whole system.

[Walter Palma @WalterPalma]

@elonmusk What about a corrupt President?

[Walter Palma @WalterPalma]

@RonDeSantis So how come you are doing so much to emulate China

[Walter Palma @WalterPalma]

@SpencerHakimian Yes, but Israel has done 50% (50k) of that with the Gazan population in just 2 years (vs. 100k in 16 years). Not meaning to lessen the gravity of the atrocities in Nigeria, but we expected better from Israel.

[Walter Palma @WalterPalma]

@Megatron_ron Thanks. You just convinced me to delete TikTok and stop doom scrolling. The truth is the U.S.‘s constant bashing of China is just masking its profound jealousy of them - what they really want is to be just like them.

[Walter Palma @WalterPalma]

@chamath Just waiting to see when it’s the US’s turn. Then we’ll see what you say then 🙄

[Walter Palma @WalterPalma]

@FBIDirectorKash @realDonaldTrump Spreading praise on such unbecoming rhetoric coming from a standing POTUS is such a poor reflection of the whole American people. Just too much hate, anger and revenge. Surely you can be better than that.

[Walter Palma @WalterPalma]

@TaraBull808 All the people that have been senselessly murdered in Gaza

[Walter Palma @WalterPalma]

@FBIDirectorKash Then release the Epstein list

[Walter Palma @WalterPalma]

@FBIDDBongino Then release the Epstein list

[Walter Palma @WalterPalma]

@CoreyWriting Because Netanyahu is leading a genocide and other nations don’t agree?