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JustDario
Personal blog · justdario.comeconomicsbusinessai
JustDario is a personal blog at justdario.com about economics, business and ai. Since 2024, 6 different Hacker News readers have linked it 7 times, most often “Nvidia earnings: more questions than answers on the state of the AI bubble”. It is still writing: the last post was on 2026-10-21, and you can follow it by feed.
Too few sampled comments (4) to say how often HN recommends it.?
Why HN links it
HN readers link JustDario posts that examine AI and cloud business claims, including Nvidia GPU credits, the Microsoft-OpenAI relationship, Azure revenue growth, and Nvidia guidance.
Summarised by Claude from a sample of 4 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Most-linked posts?
- Nvidia earnings: more questions than answers on the state of the AI bubble2 people · 2 mentions · first linked 2025-11-20
What Hacker News says?
GPU credits are certainly paying salaries at NVDA. https://justdario.com/2024/05/no-nvidia-is-only-one-piece-of...
Comment linking /2024/05/no-nvidia-is-only-one-piece-of-a-bigger-fraudulent-puzzle/
on “How much money we can raise for transparently idiotic startups?”Submitted Nvidia earnings: more questions than answers on the state of the AI bubble as a story · 5 points
HN discussionMicrosoft used OpenAI to "sell" its Azure products, and now it's trying to throw OpenAI under the bus https://justdario.com/2024/10/the-smoking-gun-that-proves-ho...
Comment linking /2024/10/the-smoking-gun-that-proves-how-openai-is-microsofts-revenues-laundromat/
on “Microsoft's Relationship with OpenAI Is Not Looking Good”Submitted Nvidia's revenue recognition red flags as a story · 4 points
HN discussionOne take on Azure's apparent rapid growth - "receipt swapping" aka dubious financial engineering: > ...the number of users only grew by ONE percent between 2017 and 2022 while Azure revenues grew by 273%. Did companies really spend three times more for cloud services in the same period of time? Let’s have a look at that starting from the list of the biggest annual contracts with Azure. >...I checked all the names ab…
Comment linking /2024/05/what-if-nvidia-simply-tagged-along-with-a-microsoft-azure-scam-playbook/
on “Microsoft Lays Off 1,500 Workers, Blames "AI Wave"”Submitted A Deep Dive Beyond Nvidia (Cooked) Numbers as a story · 1 points
HN discussionHmmm...perhaps..or not: https://justdario.com/2025/11/nvidia-earnings-more-questions...
Comment linking /2025/11/nvidia-earnings-more-questions-than-answers-on-the-state-of-the-ai-bubble/
on “Jitters Aside, Nvidia's Guidance Signals the AI Buildout Is Still Accelerating”