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Zitron: The Subprime Datacenter Crisis

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Re: Zitron: The Subprime Datacenter Crisis

#5

Post by N_Lens »

Zitron's posts reminds me of all the analysts who predicted the collapse of TSLA based on the fundamentals, and recommended shorting it. How does that saying go? "markets can remain irrational a lot longer than you can remain solvent".

There is an immense, coordinated, desperate effort to keep the biggest party in the history of the financial system going, to pour enough fuel into the engine that escape velocity may be achieved against the forces of mathematics.

Funny I should mention TSLA since the stock seems to be in freefall at the moment - https://finance.yahoo.com/markets/stocks/articles/tesla-stoc...

Re: Zitron: The Subprime Datacenter Crisis

#6

Post by kjsingh »

I mean the companies are delaying the inevitable. We have companies putting limit on the monthly token spend. Just 1% (you see what I did) of the companies can spend fearlessly on AI. In time most of the companies will be burnt out of their funding. I hope AI can make a case to be affordable.

Re: Zitron: The Subprime Datacenter Crisis

#7

Post by ares623 »

kjsingh wrote: post #6

I mean the companies are delaying the inevitable. We have companies putting limit on the monthly token spend. Just 1% (you see what I did) of the companies can spend fearlessly on AI. In time most of the companies will be burnt out of their funding. I hope AI can make a case to be affordable.

This year a lot of companies got the green light to buy AI subscriptions for 1 year.

The fun begins the next financial year when leaders need to take stock and justify the costs.

Re: Zitron: The Subprime Datacenter Crisis

#9

Post by 21asdffdsa12 »

ares623 wrote: post #7
kjsingh wrote: post #6

I mean the companies are delaying the inevitable. We have companies putting limit on the monthly token spend. Just 1% (you see what I did) of the companies can spend fearlessly on AI. In time most of the companies will be burnt out of their funding. I hope AI can make a case to be affordable.

This year a lot of companies got the green light to buy AI subscriptions for 1 year. The fun begins the next financial year when leaders need to take stock and justify the costs.

Income by implemented features, losses by bugs and savings by personal. Sticks and stones may break even my bones, but ledger words will never hurt me.
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