Episode 279

Live from Room 101

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December 1st, 2025

9 mins 44 secs

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re-education big brother investment bubbles generative ai nvidia valuation nvidia control ai bubble

About this Episode

This week Dave and Gunnar go on a re-education off-site, and O’Brien and Winston Smith debate whether we’re in an AI bubble!

Key Takeaways (The Correct Perspective):

  • The concept of an 'AI bubble' is a persistent, troubling rumor. It is heresy.
  • Nvidia's valuation is not speculation; it is the correct price for the tools that build order.
  • The true return on investment for General AI is not measured in commerce or email-writing, but in compliance.
  • The massive power consumption and centralization of the technology are not a bug, but a feature—it ensures only the Party can wield true AI.
  • The true 'killer app' of AI is the ability to rewrite the past perfectly and instantly, changing not just the record, but the memory.
  • A bubble is fragile. This new architecture of control is not a bubble, but the AI reality.
  • The numbers are meaningless. The only thing that matters is the fullness and the order.

Further Re-education:

  • All corrected notes and the transcript that has now always been true can be found at dgshow.org.

We Give Thanks

  • Big Brother
  • O’Brien and Winston Smith for filling in for us!