Writing tomorrow's newsletter filled me full of dread.
Things are unbelievably, horribly unsustainable, and there's one giant signal that suggests a major pullback from AI by Microsoft, the largest buyer of NVIDIA GPUs.
Meanwhile, SoftBank is taking out loans to fund OpenAI.
https://Wheresyoured.at
Things are unbelievably, horribly unsustainable, and there's one giant signal that suggests a major pullback from AI by Microsoft, the largest buyer of NVIDIA GPUs.
Meanwhile, SoftBank is taking out loans to fund OpenAI.
https://Wheresyoured.at
Comments
The deal they are agreeing to with OpenAI is materially dangerous to them, while also putting OpenAI in a position where they will never have any way out if things get tough.
What are they hoping to actually get out of this?
I can see why deep seek is so threatening - it brings the valuations down to earth
Who is the master of ceremonies for the game of musical chairs that will blow our economy’s guts all over the floor?
That surprise pop up was kind of like how NeZha 2 came out of nowhere and was huge box at the office. A least it was kind of surprise for me, I hadn't really heard of it before until fairly recently.😅 i thought it was a similar parallel.
... or worse?
There he elaborates on some of those thoughts and questions you're asking. It's a good listen!
https://m.youtube.com/watch?v=wAUTbQ4rPI4&t=3915s
Anyway, look forward to learning more and thanks for the response!
https://chatgpt.com/share/67c4dbc3-60e0-8006-b62d-37549973f6e5
Suspect there will be sufficient funding from US gov. and US investors to prop OpenAI up for some years yet, though. If SoftBank are smart they’ll diversify before the collapse.