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OK Then
@okaythenfuture
AI + Asia + Other Weird Things Make money from Americans, Live in Asia, Vacation in Europe. I write long form here,
参加 January 2016
3.4K フォロー中    42.5K ファン
A technology can be incredibly transformative while the financing around it initially has some business flaws, as I've been saying for months on here, where there is smoke, there is fire, We may very well have an AI infrastructure financing crisis just as the technology keeps developing regardless. I suspect its these dynamics that were really behind the "pause for the good of the world" bullshit we saw the past few weeks. The current set up is fiscally unsustainable.
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*COREWEAVE CEO: WE ARE 'CONFIDENT' IN FUNDING, SALES, BACKLOG * $CRWV CEO INTRATOR SAYS HE'S CONFIDENT IN BUSINESS MODEL *COREWEAVE CEO INTRATOR SPEAKS IN EMAIL TO CO SEEN BY BLOOMBERG *COREWAVE CEO: RIVALS' WEAKNESS 'BLEEDING INTO' NARRATIVE *COREWEAVE CEO ON OTHERS' IPOS: 'THEY DON'T HAVE WHAT WE BUILT'
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