/biz/ - Business & Finance

>>51558510
not too long. We're at 3% interest. Which is almost the beginnings of sound money. REAL returns will be demanded. for every hundred bucks you borrow you're gonna have to pay back 7-10 extra every year. so real results are going to be demanded of people. and labor performance will go back in line.
Assuming JP has the balls.
Basically companies have all been able to fire their high performing assets and hire actors in their stead because the major threat to the company wasn't a lost unperforming client it was making an unplanned scene. so workers were hired with a strong bit of "insurance" in mind. can't upset the zombie consoomer hoard. If interest rates were you pay back a quarter for every hundred bucks you borrow. you don't care about performance of assets so much as you care about performance of credit. You don't want anyone to turn off the spigot.
If we get to a point where real value is demanded instead of speculative value, you're gonna see some serious shit.

>>51558925
I wouldn't say I'm betting against big tech, just betting against it in its current form. you've got the codex to pure behaviorist psychology. Hell maybe the holy grail of economics, Demand creation, and they're barely managing to get percentage throughput. at the end of the day the people engaging with the tech are realizing they're better off not engaging with it, now this is faster or slower across the populace but it is the endgame. Look at tiktok, very quickly they surpassed googles internet traffic. It tells you that these old systems are flawed in their delivery.
Flip the model on its head. How much should big tech be paying you for your data? Its only a very finite amount. nowhere near the valuations of today.
cont.

>>51550536
https://www.youtube.com/watch?v=0vt77VTGdO0