Askara
@softmaxedx
Ex-founder. Learning in public about AI, markets, and human behavior: the tech, money, psychology and memes shaping what comes next.
加入 September 2009
645 正在關注 1.7K 粉絲
AI is a bubble. Demand is fake. Sell everything.
China will flood the market with supply and eliminate the AI supply demand imbalance.
$META plans to sell excess compute. AI overcapacity is coming.
CPO is delayed and you're getting played.
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