Markos(@MarkosAAIG):Everybody stressing out about the Dario comment and Sam Altman and Elon Musk publicly backing it, but it has zero to do with the AI buildout demand. This is from the model side and even if so it’s temporary. We still need a vast amount of compute. Nothing has changed there, but potentially the market will overreact tomorrow as always.

Markos

@MarkosAAIG

Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.

Joined July 2023

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Markos@MarkosAAIG

2026.09.13 21:24

Everybody stressing out about the Dario comment and Sam Altman and Elon Musk publicly backing it, but it has zero to do with the AI buildout demand. This is from the model side and even if so it’s temporary. We still need a vast amount of compute. Nothing has changed there, but potentially the market will overreact tomorrow as always.