🚨 O MAIOR FUNDO DO MUNDO SOLTOU O ALERTA | A IA VAI QUEBRAR IGUAL A DOT-COM?
A bolha da IA começou a estourar e quem mais apostou nela foi o primeiro a recuar no sigilo. Microsoft cancelando data center, Starbucks aposentando IA que não sabia contar leite, Klarna recontratando humano, Uber estourando o orçamento do ano em 4 meses. A tecnologia é real. A conta é que não fecha. E nenhum CEO vai subir no palco pra te contar isso — mas eu vou.Aqui a gente liga os pontos que ninguém liga: o que os donos das big techs falam no palco × o que eles fazem nos bastidores.
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💼 PATROCÍNIO — CONTA DEV
Faça parte 👉 https://links.chorume.dev/contadev-ig
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⭐ Seja membro do canal: https://www.youtube.com/channel/UC1VZDEtGNxfQzh7EYcD2frg/join
📸 Instagram: https://instagram.com/manodeyvin
📌 Canal de cortes: https://www.youtube.com/@cortesdomanoofc
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⏱️ CAPÍTULOS
0:00 Palco × bastidor: o que os donos da IA escondem
1:23 US$ 1,6 trilhão: o número que não cabe na cabeça
2:05 CapEx: 72% do caixa das big techs
3:22 Microsoft cancela data center na surdina
5:08 Starbucks: a IA que não sabia contar leite
7:24 Klarna: demitiu 700 e teve que recontratar
9:17 O grande boomerangue da IA
10:17 Por que o agente queima tanto token
11:00 Cola na resenha e nas lives
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📚 FONTES / REFERÊNCIAS
• $1,6 tri em infra de IA - Anomaly Investments: https://anomalyinvestments.substack.com/p/this-obviously-is-an-ai-bubble-the
• CapEx = 72% do fluxo de caixa (dobrou em 2 anos) - Forbes: https://www.forbes.com/sites/jasonkirsch/2026/06/02/the-ai-capex-to-revenue-gap-is-widening---and-markets-are-starting-to-notice/
• BIS alerta sobre o gasto com IA - Quartz: https://www.facebook.com/quartznews/posts/1376135017715646/ | https://www.bis.org/
• Microsoft cancela leases de data center - Fortune: https://fortune.com/2025/02/24/microsoft-cancels-leases-for-ai-data-centers-analyst-says/
#IA #BolhaDaIA #InteligenciaArtificial #Tecnologia #DevBrasil #ClaudeCode #Programação #OpenAI #MercadoTech #VibeCoding Receive SMS online on sms24.me
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